Slant

Customer Operations Specialists

Lehi, Utah

Sponsorship not specifiedDetected 187 days ago

CRMCustomer Success

About the role

About Slant Slant is an AI Native CRM for financial advisors.
Financial advisor CRMs are exceptionally ready to be replaced.
The two leading players have either been acquired by larger companies or received a majority PE investment.

Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more.

Our mission is to help 20 million Americans retire with a great financial advisor.
Legacy software is ripe to be disrupted by AI native solutions in every industry.
To us, that is a signal that they are busy counting their money instead of listening to customers and building better software.
We strive for excellence at Slant - we don't want to build something OK, we want to build something amazing.
They answer the phone when customers call, and they take pride in being ready and available to help their clients.
The focus on the customer operations team is to be the front line of support for our customers.
We are looking for Customer Operations Specialists who want to help the amazing financial advisors using Slant.
At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar.
Answer and guide customers with support requests
Be both an advocate for our customers & a shield to our developers.
Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together

This listing is sourced directly from Slant's careers page and normalized into a canonical job model.