Customer Success Associate II - Remote

Overview

As a Customer Success Associate II at YCharts, you will play a vital role in enhancing client relationships and providing exceptional support within the Institutional segment of a leading fintech and wealth-tech company.

In Short

• Respond to customer inquiries via email, chat, and phone.
• Troubleshoot product and technical issues.
• Support onboarding and proactive product education.
• Analyze platform usage to drive engagement.
• Manage reporting processes for clients and stakeholders.
• Develop systems to monitor customer health.
• Share customer feedback with internal teams.
• Create educational resources with Marketing.

Requirements

• 1–3 years in customer support or client success.
• Bachelor’s degree in Finance, Business, or related field.
• Understanding of capital markets and investment vehicles.
• Ability to manage multiple projects with attention to detail.
• Excellent written and verbal communication skills.
• Highly organized with strong time management skills.
• Ability to develop and maintain client relationships.

Benefits

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match for financial support.
• Flexible time off and vacation days.
• Paid parental leave for work-life balance.
• Professional development stipend.
• Hybrid work schedule with remote flexibility.
• Summer hours for more sunshine.