Customer Success Manager

Other

• 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. W
• 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 Sl