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Customer Success Manager at Slant - ApplyBlast

Customer Success Manager

Slant

9 months ago

Remote

Full Time

Junior

1 applicant

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About this role

Slant is an AI-native CRM platform designed for financial advisors, aiming to transform legacy software and make a positive impact on wealth management. The company has experienced rapid growth since its launch and values building exceptional solutions and strong relationships with its customers.

Skills

About Slant

slant.app

Headquarters

Lehi, Utah, United States

Company Size

1-10 employees

Founded

2023

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Slant is a CRM platform tailored for financial advisors, designed to reduce administrative burdens and enhance client interactions. It utilizes artificial intelligence to learn users’ preferences and deliver personalized insights and reminders, ensuring that advisors spend more time connecting with their clients. The platform emphasizes data security and compliance with SOC 2 standards, making it a reliable choice for professionals seeking to optimize their client management processes. By integrating various functions such as project management and note-taking, Slant aims to streamline operations and enhance the advisor-client relationship.