YCharts Offices

Own go-to-market strategy and execution for YCharts data products, partnering with Product, Marketing, Sales, and Customer Success. Responsibilities include launch planning, product positioning, messaging, sales enablement, customer and competitive research, internal and external communications, and coordinating multiple concurrent launches. The role translates complex financial products and market data into clear customer value for wealth managers, advisors, and asset managers.

As a Business Development Representative, you'll identify and qualify sales opportunities, educate clients about YCharts, and collaborate with team members to enhance sales success.

Manage a portfolio of clients by driving onboarding, product adoption, renewals, and expansion. Develop success plans, monitor account health, lead client meetings and usage campaigns, configure integrations and reports, educate users, provide product feedback, and collaborate with Sales and internal teams. The role includes forecasting, reporting, webinars, documentation, and approximately 10% travel for client meetings and conferences.