Customer Success Associate at YCharts (Remote)

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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 (Inc. 5000 Honor Roll 5x Fastest Growing Company) in the burgeoning "wealth-tech" space. YCharts proudly services industry-leading names such as John Hancock, TD Ameritrade, Fidelity and Charles Schwab.
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 cross departments with the Accounting, Marketing, Product, and Sales to provide the best experience for our clients.


  • 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




  • Bachelor's degree in Finance, Business Administration, Economics, or related (New graduates are welcome and encouraged to apply!)
  • 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




  • 5x Inc. 5000 "Fastest Growing Companies"
  • American Banker's "#1 Best Fintechs to Work For"
  • Inc.'s "Best Places to Work"
  • Inc.'s "Top Regionals: Midwest"
  • Fintech Global's "WealthTech 100"
  • Crain's "Best Places to Work in Chicago"
  • Deloitte's "Technology Fast 500"
  • InvestmentNews' "Biggest Fintech Innovations"
  • Technology Tools for Today & Inside Information's "Top Tool Advisors Are Thinking About Adding"




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




  • $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!

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. Want to help us?


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Technology we use

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

What are YCharts Perks + Benefits

YCharts Benefits Overview

Competitive pay
401k Match
Full medical and dental coverage (100% paid by YCharts)
Spacious office in River North, Chicago
Fridge stocked with food and drinks
Counter Culture coffee supply
Craft beer, kombucha and cold brew on tap
Company outings such as happy hours, Cubs games and Whirlyball
Regular continued education via “Starbucks and Study”
Opportunity to join company rec leagues
Company-wide incentives including "Summer Hours" and dinner credits if you need to work late.

Volunteer in local community
Friends outside of work
Eat lunch together
Intracompany committees
Open door policy
Team owned deliverables
Group brainstorming sessions
Pair programming
Open office floor plan
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity Employee Resource Groups
Women at YCharts
Health Insurance & Wellness Benefits
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Pet Insurance
Mental Health Benefits
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Summer hours (early release at 2 pm) and flexible scheduling if needed.
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Generous PTO
Paid Volunteer Time
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
YCharts offers pre-tax commuter benefits for all employees
Company Outings
Free Daily Meals
$20 for lunch 3x / week if in the office
Game Room
We have a Nintendo room, dartboard, mini putting green, and more.
Stocked Kitchen
Some Meals Provided
Happy Hours
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Time allotted for learning
Online course subscriptions available
Customized development tracks
Paid industry certifications

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