Customer Success Manager

The role

Customer Success Managers help financial advisors make the most of the Slant platform. You will handle onboarding, recurring check-ins, and act as an advocate for customers while communicating with developers.

What you will do

• Onboard all new customers ensuring data is migrated and the team is trained
• Ensure clients are using Slant, satisfied, and getting value through recurring check-ins
• Act as an advocate for customers and a shield to developers
• Distill customer feedback into meaningful feature requests for engineering
• Communicate plainly and precisely with both customers and engineers
• Become an expert on RIAs and financial advisors including RMDs, annual reviews, and compliance
• Collaborate with sales and support teams

Required qualifications

• Ability to speak plainly and precisely
• Ability to speak to both customers and engineers
• Knowledge of RIAs, RMDs, annual reviews, and compliance

About the company

Slant is an AI Native CRM for financial advisors. The company aims to help 20 million Americans retire with a great financial advisor.