Customer Success Manager - Remote

Overview

As a Customer Success Manager at YCharts, you will leverage your interpersonal skills and financial knowledge to help clients utilize YCharts to its fullest, fostering strong relationships and ensuring clients derive maximum value from our product.

In Short

• Partner with new clients to drive product adoption.
• Collaborate with sales partners for growth opportunities.
• Educate clients on product features and workflows.
• Customize user experiences and manage integrations.
• Monitor account health and drive proactive campaigns.
• Forecast and drive renewals on your book of business.
• Act as a liaison between Customer Success and Product Management.

Requirements

• Bachelor's degree in Finance, Business Administration, or related.
• 3-7 years of experience in fintech or client success roles.
• Strong understanding of financial markets and investment analytics.
• Experience leveraging technology solutions for client relationships.
• Ability to translate complex financial data into insights.

Benefits

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