Customer Success Associate

| Chicago, IL, USA +1 more | Remote | Hybrid
Employer Provided Salary: 55,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Job Type
Full-time
Description
Position: Customer Success Associate
Location: Chicago, IL - hybrid position or Remote
In Office Requirement: 1 day per week in office
The Company:
Building and executing a great investment strategy shouldn't require a PhD, nor a million dollar budget. It should be simple. The wealth management industry is rapidly evolving, and tech solutions like YCharts are paving the way for advisors and planners to scale their businesses.
YCharts enables its customers to make smarter investment decisions and better communicate with their prospects and clients. Our cloud-based software provides investment advisors, wealth managers, asset managers and retail investors with powerful research tools, comprehensive data, compelling visuals, and customizable sales collateral.
Thanks to our best-in-breed software and unparalleled support, YCharts has transitioned from a fintech startup to a thriving growth company in the burgeoning "wealth-tech" space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.(7x Inc. 5000 Fastest Growing Company). YCharts proudly services industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley, and Wells Fargo.
The Position:
We are seeking Customer Success Associates (CSA) to drive education and create amazing content to grow and maintain relationships with our clients. CSAs leverage their interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest. Additionally, CSAs work across departments to ensure proper client support and management.
This role will work across departments with Accounting, Marketing, Product, and Sales to provide the best experience for our clients.
What You'll Be Doing:

 

  • Assist customers' inbound questions pertaining to the YCharts product or their account through a variety of different platforms
  • Assist with troubleshooting data or technical issues and escalating to management when necessary
  • Serve as a client advocate to our product management team
  • Work alongside Customer Success Managers to proactively drive product adoption and education in the onboarding and re-engagement process
  • Collaborate with Marketing to create educational content for different customer segments

Requirements
Qualifications and Skills:

 

 

  • Bachelor's degree in Finance, Business Administration, Economics, or related
  • Experience in a support or account management role in the financial services industry
  • Knowledge of financial statements and investment vehicles such as Equities, ETFs, and Mutual Funds
  • Interest and curiosity in the financial markets

Compensation:

 

 

  • Base Salary: $55,000 annually
  • This position is also eligible for an annual bonus based on individual and team goals and company performance.

Why YCharts?

 

 

  • Opportunity to work in a fast-growing fintech company that is shaping the future of investment research and data analytics.
  • Collaborative and inclusive work environment that encourages creativity and innovation.

Awards and Accolades:

 

 

  • 7x Inc. 5000 "Fastest Growing Companies"
  • American Banker's "Best Fintechs to Work For"
  • Built in Chicago's "Best Places to Work" and "Best Small Company to Work For"
  • Inc.'s "Best Places to Work"
  • Inc.'s "Top Regionals: Midwest"
  • Crain's "Best Places to Work in Chicago"
  • InvestmentNews' "Biggest Fintech Innovations"
  • Technology Tools for Today & Inside Information's "Top Tool Advisors Are Thinking About Adding"
  • Kitces Report's "Investment Data" market leader, #1 most-adopted in the last year, #2 in market share
  • Business Intelligent Group's "Best Places to Work"
  • Hired's "Top Employers Winning Tech Talent"

Perks & Rec:

 

 

  • Chicago (River North) & NY (Chelsea) offices with flexible remote options
  • 100% Employer-covered medical, dental & vision insurance
  • Flexible Spending Accounts (Healthcare and Dependent Care)
  • 401(k) match
  • Paid parental leave
  • Discounted Pet Insurance
  • Great Work/Life Balance: Generous PTO including Vacation Days, Paid Holidays, Sick Days, and "Celebration Days"
  • DEI commitment
  • Continued education annual stipend
  • Opportunity to join committees (YCollective, Women at YCharts, and more!)
  • Summer hours- we head out early during the warm months!

In-Office Perks:

 

 

  • Weekly Grubhub credits for in-office lunches
  • Rotating selection of high-quality coffees
  • Craft beer, kombucha, and cold brew on tap
  • Snacks and drinks to get you through the day
  • Opportunity to join team leagues like kickball
  • Fun company outings including an annual celebration in Chicago!

YCharts provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
At YCharts, we feel strongly that respect and inclusion are essential ingredients for creativity, innovation, and success. While we know there's more work to be done to advance diversity and inclusion, we're proud of our success thus far and excited for the journey to come.

 

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Candidate Location Eligibility:
Chicago, IL

Technology we use

  • Engineering
  • Sales & Marketing
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • RLanguages
    • TypeScriptLanguages
    • DjangoFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • HubSpotCRM

What are YCharts Perks + Benefits

YCharts Benefits Overview

PERKS & REC:

Chicago (River North) & NY (Chelsea) offices with flexible remote options
100% Employer-covered medical, dental & vision insurance
401(k) match
Paid parental leave
Generous PTO including Vacation, Paid Holidays, Sick Days and “Celebration Days”
DEI commitment
Continued education via “Starbucks and Study”
Summer hours— we head out early during the warm months!

IN-OFFICE PERKS:

$60/week Grubhub credits for in-office lunches
Rotating selection of high-quality coffees
Craft beer, kombucha, and cold brew on tap
Snacks and drinks to get you through the day
Opportunity to join team leagues like kickball
Fun company outings including an annual celebration in Chicago, Whirlyball, community service, baseball games and happy hours!

Culture
Volunteer in local community
Open door policy
OKR operational model
Pair programming
Open office floor plan
Employee resource groups
Summer hours
Flexible work schedule
Summer hours (early release at 2 pm) and flexible scheduling if needed.
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Women at YCharts
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
YCharts offers pre-tax commuter benefits for all employees
Company-sponsored outings
Free daily meals
$20 for lunch 3x / week if in the office
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

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