Customer Operations Specialists

The role

Customer Operations Specialists will act as the front line of support for financial advisors using Slant. You will answer support requests, assist with data imports, and communicate customer needs to developers.

What you will do

• Answer and guide customers with support requests
• Work with Customer Success to help on various imports and customer tasks
• Act as an advocate for customers and a shield to developers
• Distill one-off emails into meaningful feature requests
• Communicate plainly and precisely with customers and engineers
• Become an expert on RIAs and financial advisors
• Collaborate with sales and customer success

Required qualifications

• 1-2 years tech/software experience

Nice to have

• Has experience or an understanding of how financial advisors work

About the company

Slant is an AI Native CRM for financial advisors. The company launched in August of 2025 and aims to help 20 million Americans retire with a great financial advisor.