Customer Success Manager

The Company

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights.

For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth.

The Position

We are seeking a Customer Success Manager to partner with clients and drive adoption, retention, and growth across our customer base. This role will leverage strong relationship management and strategic thinking skills to deliver exceptional onboarding, support, and partnership experiences. Collaborating closely with Sales and cross-functional teams, you’ll act as a trusted advisor to clients—helping them unlock the full value of YCharts through proactive engagement, tailored success plans, and a deep understanding of their business goals.