Search the 4 jobs at YCharts

Expression of Interest for a Business Development Representative role at YCharts in Chicago. Responsibilities include identifying and responding to sales opportunities, qualifying financial advisors, and participating in team meetings. Desired qualifications include prior sales experience, energy, and a Bachelor's degree in related fields. Base salary is $55,000 annually with uncapped commissions. YCharts offers a fast-growing fintech environment with collaborative work culture and industry recognition.

Seeking a Customer Success Associate to drive education and maintain client relationships at a fast-growing fintech company in the wealth management industry. Responsibilities include assisting customers with product inquiries, troubleshooting technical issues, advocating for clients, and collaborating across departments to enhance customer experience.

Seeking a Customer Success Manager to help clients utilize YCharts to its fullest, foster strong relationships, and ensure maximum value from the product. Responsibilities include driving product adoption, identifying growth opportunities, and serving as a liaison between Customer Success and Product Management. Requires 3+ years of client-facing experience in the financial services industry.

The Accounting Analyst role at YCharts involves owning key accounts payable and expense recognition processes, participating in monthly close, generating financial reports, working with technology and accounting systems, researching internal controls, and supporting special projects to improve operational efficiency and reporting.