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.
Requirements
- 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
- Be a great communicator between the customer and engineering
- Become an expert on RIAs and financial advisors
- Collaborate with sales and support
Benefits