Customer Success Manager

Job Description

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

Compensation Range

$60K - $80K