[Remote] Customer Success Manager

Note: The job is a remote job and is open to candidates in USA. Slant CRM is an AI Native CRM designed for financial advisors, aiming to disrupt the legacy software market. They are seeking a Customer Success Manager to onboard new customers, ensure satisfaction, and advocate for customer needs while collaborating with sales and support teams.

Responsibilities

• 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

Skills

• 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
• 1-2 years tech/software experience
• Has experience or an understanding of how financial advisors work

Company Overview