- Communication Skills
- Certified Dental Assistant
- Child Development Associate Certification
- Dental Insurance
- Health Insurance
YCharts enables its customers to make smarter investment decisions. Our cloud-based financial data and investment research platform provides investment advisors, wealth managers, and institutional and retail investors with comprehensive data, powerful visualization tools, and advanced analytics. YCharts has transitioned from a fintech startup to a thriving growth company (Inc. 5000 Fastest Growing Company) that offers investors a strong alternative to Bloomberg, at one-fifth of the price. With Morningstar as a lead investor, YCharts proudly services more than 3,000 firms, including industry-leading names such as WealthManagement.com, Seeking Alpha, TD Ameritrade, Fidelity, Charles Schwab, The Wall Street Journal, Morgan Stanley and Wells Fargo.
The Customer Success team is passionate about support! We are responsible for driving education and creating amazing content to grow and maintain strong relationships with our clients. The Customer Development Associate (CDA) has three main responsibilities:
Increase Engagement - Leverage our tools and processes to set meetings with our clients and their manager.
Creating Opportunities - Identify and build intelligence within an account to deepen our relationship with our amazing clients.
Educate/Troubleshoot - Act as a support leader by successfully answering ad hoc questions.
OUR IDEAL CANDIDATE:
Has grit, determination, enviable work ethic, and strong attention to detail and process.
Must have strong oral and written communication skills with an energetic phone presence.
Demonstrated ability to solve problems while under pressure.
Must be passionate about our product and the financial markets.
Must be goal-oriented, self-motivated, and able to work independently.
Demonstrated ability to operate in a team environment, going "above and beyond" to succeed.
Bachelor's degree in Finance, Business, Economics or similar.
Financial Planning's #3 "2019 Best Fintechs to Work For"
2018 and 2019 Inc. 5000 "Fastest Growing Companies" (Top 25%)
InvestmentNews' "Biggest Fintech Innovations for 2019"
2019 "WealthTech 100"
2018 and 2019 Technology Tools for Today & Inside Information's "Top Tool Advisors Are Thinking About Adding"
PERKS & REC:
Full medical and dental coverage (100% paid by YCharts for you and your family)
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
Sales competitions including trips to NYC
Regular continued education via "Starbucks and Study"
Opportunity to join kickball, softball, flag football and bowling leagues
Company-wide incentives including "Summer Hours" and dinner credits if you need to work late.
The position offers an opportunity to work with amazing co-workers who are building a differentiated and compelling product. We have a great work/life balance, many team activities, and a casual working environment with professional work ethics.
YCharts is an equal opportunity employer and we value diversity in our company. We do not discriminate on the basis of race, gender, sexual orientation, or disability status.
If you are passionate about fintech and excited about what you have read, please submit your resume today!
Learn more about our culture (video).