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As a Business Development Representative at YCharts, you'll identify and engage with potential clients in the financial services sector, facilitate introductions to sales executives, and foster positive client relationships while participating in team meetings and training sessions.
The Customer Success Manager at YCharts is responsible for onboarding new clients, ensuring they maximize the use of YCharts software, and supporting cross-departmental collaboration to enhance client experience. They will build strong relationships with clients, educate them on product features, and identify growth opportunities.
The Customer Success Associate will drive education and content creation to foster relationships with clients, assist with product inquiries, troubleshoot issues, advocate for clients, and collaborate with various departments to enhance client experience.
The Inside Sales Representative at YCharts will identify and respond to sales opportunities, qualify prospects, maintain client relationships, and participate in training sessions, all while working within the fintech space.