Strategic Client Success Manager for FinTech Growth

YCHARTS INC; Chicago (IL); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Hybrid work schedule

Flexible time off

Parental leave

Professional development stipend

Lunch credits

Job summary

YCharts is seeking a Customer Success Manager to drive adoption, retention, and growth across our client base. You will partner with clients to unlock value, guide onboarding, and collaborate with Sales and cross-functional teams as a trusted advisor.

You will manage relationships, deliver tailored success plans, and ensure ongoing client satisfaction. The role involves strategic engagement and occasional travel to industry events.

Qualifications

• 3+ years experience in the financial services or fintech industry.
• Bachelor's degree in Finance, Business Administration, Economics, or related field preferred.
• 1+ years of experience in a sales, support, or account management role.
• Knowledge and interest in capital markets and investment vehicles.

Responsibilities

• Manage a growing book of business by developing and executing success plans that drive product adoption, renewal, and expansion.
• Collaborate with Institutional sales partners to build relationships with decision-makers and identify growth opportunities.
• Partner with clients to understand strategic goals and deliver value from onboarding and beyond.
• Lead frequent meetings to share best practices, highlight new features, and showcase product functionality.
• Monitor account health, drive proactive usage campaigns, and share value-driven content with customers.
• Manage renewal and expansion forecasts, usage reporting, and ad hoc initiatives.

Skills

Relationship management

Communication

Time management

Team collaboration

Client relationships

Education

Bachelor's degree in Finance, Business Administration, Economics, or related field

Job description

YCharts is seeking a Customer Success Manager to drive adoption, retention, and growth across our client base. You will partner with clients to unlock value, guide onboarding, and collaborate with Sales and cross-functional teams as a trusted advisor.

You will manage relationships, deliver tailored success plans, and ensure ongoing client satisfaction. The role involves strategic engagement and occasional travel to industry events.