Teams at YCharts

Identify expansion opportunities within existing client accounts, qualify prospects, conduct initial discovery calls, coordinate multichannel outreach, schedule meetings and demos for account executives, maintain CRM records, and meet pipeline and meeting targets. Collaborate with Customer Success, Marketing, and Sales while developing tailored messaging and building a career in SaaS sales focused on wealth management clients.

Own and build YCharts’ sales enablement program, including a governed content library, enablement platform, value-selling materials, certification, adoption strategy, and manager coaching tools. Partner with Product Marketing, Demand Generation, Marketing Operations, and Sales Leadership to support complex enterprise deals, manage platform vendors and budgets, and establish metrics linking content usage to sales outcomes. The role is hands-on initially and may grow into team leadership.

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.