Customer Development Associate

YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. As a Client Development Associate, you will support client engagement and growth by connecting with clients, understanding their needs, and ensuring they receive value from the platform.

Responsibilities

• Connect with existing clients through outbound outreach to support product adoption and identify areas for deeper engagement
• Partner with Account Executives and Customer Success Managers to coordinate client outreach and meeting opportunities
• Gather insights on client needs and help facilitate conversations that support retention and growth
• Build a strong understanding of the product and how clients use it in their day-to-day work
• Support targeted outreach efforts using client data, segmentation, and usage trends
• Collaborate with Sales, Customer Success, Marketing, and Product teams to improve communication and overall client experience

Skills

• Prior sales training and/or experience with cold/warm calling
• Experience in fintech or within the financial advisor community is a plus
• A proactive, personable, and approachable demeanor with a strong focus on delivering high-quality results
• Grit, determination, and a positive attitude, with strong attention to detail
• Strong interpersonal and communication skills, particularly over the phone
• Bachelor's degree in Finance, Business, Economics, or a related field a plus

Benefits

• 100% employer-paid health, dental, and vision insurance.
• 401(k) match to support your financial future.
• Opportunities for internal mobility and cross-functional collaboration.
• Flexible time off, vacation days, sick days, and a celebration day.
• Paid parental leave to support work-life balance.
• Professional development stipend to help you grow in your career.
• Hybrid work schedule with flexibility to work both in-office and remotely.
• Summer hours so you can enjoy more sunshine.
• Recognition programs to celebrate contributions and milestones.
• Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day.
• Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative.

Company Overview