Slant

Customer Success Manager

Lehi, Utah

Sponsorship not specified$51k-$362kDetected 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.
At Slant, we believe that relationships matter.
That's true for financial advisors to their clients, but that's also true for us and our customers.
We're looking for Customer Success Managers who also believe that relationships matter and can help our customers make the most of our platform
We are looking for Customer Success Managers who want to help the amazing financial advisors using Slant.
At Slant, Customer Success spans from the first onboarding call to the consistent check-ins with our customers.
The goal of the CS team is to help our customers get the most value possible from Slant.
Help them stay informed about new features and support customers as they navigate critical projects.
Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant
Be both an advocate for our customers & a shield to our developers.
Collaborate with sales and support - 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.