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Slant CRM · 8 hours ago

Customer Success Manager

United States

Full-time

Remote

Entry Level

$60K/yr - $80K/yr

1+ years exp

Slant CRM is an AI Native CRM designed for financial advisors, aiming to disrupt the legacy software market. They are seeking a Customer Success Manager to onboard new customers, ensure satisfaction, and advocate for customer needs while collaborating with sales and support teams.

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Responsibilities

Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant

Ensure your clients are using Slant, satisfied with Slant, and getting as much value as possible from Slant. This will usually take the form of some recurring check-ins with your entire book of business

Be both an advocate for our customers & a shield to our developers. Our CSMs 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 CSMs speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our CSMs know 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 support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together

Qualification

Customer onboardingFinancial advisor knowledgeCommunication skillsTech/software experienceCollaboration

Required

Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant

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

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

1-2 years tech/software experience

Has experience or an understanding of how financial advisors work