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. Our mission is to help 20 million Americans retire with a great financial advisor.
Job Description
Slant is looking for Customer Operations Specialists to help financial advisors using our AI Native CRM. We strive for excellence and prioritize customer service.
Requirements
- Answer and guide customers with support requests
- Work with Customer Success to help on various imports and customer tasks
- Be an advocate for customers and a shield to developers
- Be a great communicator
- Become an expert on RIAs and financial advisors
- Collaborate with sales and customer success