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Slant CRM · 1 day ago

Customer Operations Specialists

United States

Full-time

Remote

Entry Level

$60K/yr - $80K/yr

1+ years exp

Slant is an AI Native CRM designed for financial advisors, aiming to enhance their ability to serve clients. They are seeking Customer Operations Specialists to provide frontline support to customers, assisting with inquiries and ensuring a high level of service.

B2CInformation ServicesMedia and EntertainmentPersonalizationVideo

Responsibilities

Answer and guide customers with support requests

Work with Customer Success to help on various imports and customer tasks

Be both an advocate for our customers & a shield to our developers. Our Customer Operations Specialists know which things are worthy of escalating to engineering and which things can wait. They can cut through the noise of one-off emails and distill them into meaningful feature requests

Be a great communicator. Our customer operations specialists speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our team knows how to speak both languages

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

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

Qualification

Customer supportCommunication skillsTech/software experienceFinancial advisor knowledgeCollaboration skills

Required

Answer and guide customers with support requests

Work with Customer Success to help on various imports and customer tasks

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

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

1-2 years tech/software experience

Has experience or an understanding of how financial advisors work