About the job
Join Slant, an innovative AI Native CRM designed specifically for financial advisors. Our vision is to empower 20 million Americans to secure a prosperous retirement through exceptional financial guidance. As we tackle the shortage of financial advisors in the U. S., we recognize the crucial role that AI-driven solutions play in transforming how advisors connect with their clients.
Since our launch in August 2025, Slant has experienced remarkable growth, with over 100 firms migrating to our CRM. We are committed to excellence and strive to create outstanding solutions that truly meet our customers' needs.
At Slant, we believe that customer service is paramount. Our Customer Operations Specialists serve as the frontline support for our users, ensuring that each inquiry is met with prompt and effective assistance. Whether it’s guiding clients through data import processes or helping them register for our weekly webinars, we prioritize delivering excellent service.
We are seeking passionate Customer Operations Specialists to support our financial advisors in maximizing their use of Slant. Your responsibilities will include:
- Responding to and guiding customers through their support requests.
- Collaborating with the Customer Success team on various imports and customer-related tasks.
- Acting as an advocate for our customers while filtering requests that require escalation to our engineering team.
- Communicating effectively with both customers and engineers, adapting your language to suit each audience.
- Gaining expertise in Registered Investment Advisors (RIAs), Required Minimum Distributions (RMDs), compliance, and annual reviews.
- Working closely with sales and customer success to align on customer expectations and objectives.
