Customer Success Manager: AI CRM for Financial Advisors

Slant; Lehi (UT); On-site; USD 60,000 - 80,000; Full time

Job summary

A growing technology firm in Lehi, Utah, seeks a Customer Success Manager to onboard clients and facilitate their use of the platform. The ideal candidate will have 1-2 years of tech/software experience and a passion for learning new things. Responsibilities include ensuring customer satisfaction, communicating effectively with clients and engineers, and collaborating with sales and support teams. This role offers an opportunity to significantly impact the success of financial advisors using the platform.

Qualifications

• 1-2 years tech/software experience in a customer-facing role.
• Must be a fast learner and adaptable.

Responsibilities

• Onboard all new customers, ensuring data is migrated and training is provided.
• Ensure clients are satisfied and receiving value from Slant.
• Act as an advocate for customers and filter requests to engineering.
• Communicate effectively with both customers and engineers.
• Become an expert on financial advisors and RIAs.
• Collaborate with sales and support to meet customer goals.

Skills

Customer communication

Advocacy for clients

Data migration

Collaboration

Job description

A growing technology firm in Lehi, Utah, seeks a Customer Success Manager to onboard clients and facilitate their use of the platform. The ideal candidate will have 1-2 years of tech/software experience and a passion for learning new things. Responsibilities include ensuring customer satisfaction, communicating effectively with clients and engineers, and collaborating with sales and support teams. This role offers an opportunity to significantly impact the success of financial advisors using the platform.