About the role
About Slant
Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice.
Legacy software is ripe to be disrupted by AI native solutions in every industry. 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. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software. We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day.
We strive for excellence at Slant - we don’t want to build something OK, we want to build something amazing. We have raving fans, which is quite a fun feeling - here is one example from today
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.
Advisors are relationship people, and we want them to have a great relationship with their CSM at Slant.
Job Description
- 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