Customer Operations Specialists
SlantLehi, Utah, United States
Posted January 16, 2026
Full Time
About the Company
Slant is an AI Native CRM for financial advisors aiming to disrupt the legacy software industry.
Job Description
Customer Operations Specialists are needed to provide support to financial advisors using Slant, a AI Native CRM. The ideal candidate will have 1-2 years of tech/software experience and an understanding of how financial advisors work.
Requirements
- 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
- Be a great communicator
- Become an expert on RIAs and financial advisors
- Collaborate with sales and customer success
