WealthTech Customer Success Associate
YCharts
YCharts is seeking a Customer Support Associate I to join our Customer Success team in a hybrid Chicago-based role. This entry-level position puts you on the frontlines of support, learning the ins and outs of the platform while driving client engagement and retention. You will respond to inquiries, troubleshoot issues, and surface insights to improve processes and automation, helping close gaps between client needs and product offerings for ongoing value delivery. #J-18808-Ljbffr YCharts
$50k - $60k
...conversations into growth. The Position We’re looking for a Customer Support Associate I to join our Customer Success team. This is an entry level position that puts... ..., or account management role within the fintech, wealthtech, or financial services industry. Bachelor’s degree...SuggestedSummer workWork at officeLocal areaRemote workFlexible hours$37.7k - $63.2k
## Customer Success AssociateApplyremote type: Hybrid (8 days/month)locations: USA - Chicago, IL, South LaSalle Sttime type: Full timeposted... ...: R0058590We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT Corporation...SuggestedWork at officeWorldwide$34.3k - $57.4k
...The Customer Success Associate ("CSA") - Account Manager is a member of the Account Services Department within CT's Business Licensing ("BL") Team. CSA is responsible for managing the relationship with the client by acting as their primary point of contact within the...SuggestedWork at office- ...The Customer Success Associate role at AlphaSense supports the day to day experience of our clients. CSAs help active users get value from the platform through support, training, and consistent engagement. You will guide new users through onboarding, help current users...Suggested
$70k - $87k
...content sets. Our platform is trusted by over 6,000 enterprise customers, including a majority of the S&P 500. Founded in 2011,... ...Canada, and Ireland. Come join us! About the Role The Customer Success Associate role at AlphaSense supports the day to day experience of our...SuggestedLocal areaFlexible hours- ...Job Description Job Description We are currently seeking dynamic Customer Success Associates to join our growing teams across the country. CT (Corporate Trust) Corporation is the global leader of legal entity management, corporate compliance and due diligence solutions...Work at office
- ...ruin too many promising companies. About the role The Client Success team is responsible for getting practices running on the NextPatient... ...‑oriented, and easy to work with in every interaction. At the Associate level, you’ll be working under Client Success Managers to cover...Work from home
- ..., and be accountable for the commercial health of accounts by protecting revenue and driving growth. This role blends education experience with customer success and SaaS in a revenue-focused environment, reporting to the Manager of Client Experience. #J-18808-Ljbffr...
- AlphaSense Oy is seeking a Customer Success Associate to support day-to-day client experiences through onboarding, training, and ongoing engagement. You will guide new users through onboarding and help current users build productive habits. You will collaborate with Account...
- YCharts seeks an entry-level Customer Support Associate I to join our Customer Success team in Chicago. You’ll be on the frontlines, handling inquiries, troubleshooting issues, and surfacing insights to drive client engagement and retention. You’ll own projects, work cross...
- A software development company for medical practices seeks an Associate for their Client Success team in Chicago. In this role, you will assist with onboarding and supporting practices using the NextPatient suite. Responsibilities include advocating for product improvements...Remote jobFlexible hours
- World Book Inc. is seeking a Customer Success professional for a temporary, full-time role in Chicago, IL. You will respond to routine inquiries from customers, guide them through standard processes, and collaborate with other teams to ensure satisfaction. The position...Full timeTemporary work
$20 - $24 per hour
...Customer Success Coordinator Hybrid | Chicago, IL | $20-$24/hour | Full-Time | Great Benefits Are you an experienced customer service professional who enjoys solving problems, coordinating orders, and helping customers have a great experience? Labelmaster is looking for...Full timeFor contractorsWork at officeMonday to Friday$48k - $55k
...manage sample and document requests, triage order issues, and coordinate shipping and receiving. Work cross-functionally (e.g., Customer Success, Sales, Lab) to ensure we meet/exceed goals related to customer retention and (perceived + actual) turnaround time. Build and...Work at office- ...Job Function The Customer Success Specialist (CSM) is a pivotal role at Bradford Labs, serving as the primary advocate for our customers while driving account growth and operational excellence. This position ensures seamless coordination between customers, sales,...Work at office
$122.3k - $218.55k
LOCATION: Hybrid - 8 days a month in the office (Chicago, Dallas, Indianapolis, Waltham, Philadelphia, Kennesaw)OVERVIEWThe Customer Success AD is a senior individual contributor responsible for driving customer outcomes, value realization, and strategic partnership across...Full timeWork experience placementWork at office- Fortive is seeking an Associate Customer Success Manager to support the Senior CSM team, delivering white-glove service to Censis customers and driving adoption and growth across a high-volume account base. You will act as customer advocate, ensuring successful product...
$112k - $168k
...region, this is an exciting opportunity to join the company. As a Customer Engagement Specialist, you will take on a pivotal role in advancing our customer base in the US. As part of a Customer Success team, your responsibilities will follow the customer journey, with...Full timeTraineeshipH1bWork at officeLocal areaImmediate startRemote workFlexible hours$105.4k - $207.8k
Position Summary Our Deloitte Customer team empowers organizations to build deeper... ...stakeholders to establish governance models, success plans, and implementation approaches.... ...the applicable geographic differential associated with the location at which the position...Local area$60k - $65k
...want to help shape what comes next. About the Role As a Customer Operations Associate I, you will be responsible for managing the end to end operational... ...experience and stickiness, working alongside Customer Success Managers, Product and Engineering. This is an in‑person...Work at office$60k - $65k
Loop is seeking a Customer Operations Associate I in Chicago to manage the end-to-end operational process for clients. You will work closely with Customer Success Managers and other teams to optimize the client experience through effective automation and data analysis....- ...Job Description Job Description Customer Success Representative* We’re looking for a Customer Success Representative to build strong relationships with our digital customers, drive product adoption, and support renewal and growth. In this full-time role, you’...Full timeTemporary work
$20 - $24 per hour
...beverages and other businesses. We are looking for an experienced Customer Service Advocate who: Does not want to work in Corporate... ...position that is expected to meet and exceed all Customer Success metrics, including team goals, calls answered, orders taken, quotes...Hourly payFor contractorsFlexible hours$20 - $24 per hour
Labelmaster in Chicago is seeking a Customer Success Team Lead who will manage key customer channels and deliver excellent service. The candidate will engage directly with customers, resolve inquiries, and improve service metrics. This hybrid role offers a competitive...Hourly pay$20 - $24 per hour
...beverages and other businesses. We are looking for an experienced Customer Service Advocate who: Does not want to work in Corporate... ...engaging position that is expected to meet and exceed all Customer Success metrics, including team goals, calls answered, orders taken,...Hourly payFlexible hours- ...software. We empower businesses to make smarter decisions, increase efficiency, and unlock new growth opportunities. Job Title Customer Success Consultant Location Chicago, IL - Remote/Hybrid Job Overview We don't just deliver software - we are leading a customer...Remote workFlexible hours
- Job Title: Customer Success Consultant Location: Chicago, IL-Remote/Hybrid About Us: Predictive Sales AI is at the forefront of transforming the home services industry with AI-driven software. We empower businesses to make smarter decisions, increase efficiency, and...Remote workFlexible hours
$65k
...Job Description Job Description At Cleo, we are not only passionate about helping our customers reach success, but we are also passionate about our team members. We foster innovation in a thriving, high-velocity work environment. Our team members are among the best...Local areaFlexible hours$100k - $120k
...Senior Enterprise Services Associate will develop an in-depth knowledge... ...-sized clients. The successful candidate will be a self-starter... ...user permissioning, custom service request and workflows... ...Experience at a SaaS, fintech or wealthtech firm is a plus. Experience working...Temporary workCasual workWork at officeWork from homeFlexible hours$20 - $24 per hour
...Customer Service Representative LaSalle Network is partnering with a rapidly growing sports media and technology organization to hire... ..., Fulfillment, Finance, Revenue Operations, and Customer Success teams Maintain accurate records and documentation Support...Contract workWork at officeImmediate startRemote work
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