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 YCharts is a financial software company providing investment research tools including stock charts, stock ratings, and economic indicators. It was founded in 2009, and is headquartered in Chicago, Illinois, USA, with a workforce of 51-200 employees. Its website is