Customer Success Manager
Slant(29 days ago)
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.
Required Skills
- Customer Success
- Onboarding
- Communication
- Financial Knowledge
- Collaboration
About Slant
slant.appSlant 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.
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