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