Customer Success Manager: AI CRM Financial Advisors
Job in
Lehi, Utah County, Utah, 84043, USA
Listed on 2026-11-04
Listing for:
Slant
Full Time
position Listed on 2026-11-04
Job specializations:
-
Customer Service/HelpDesk
Customer Success Management, CRM Systems & Management, Client Relationship Management
Job Description & How to Apply Below
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.
This posting is for the Customer Success Manager: AI CRM for Financial Advisors role at Slant, based in Lehi, UT, United States. We appreciate your interest in this position. Join Slant and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you. We are looking to fill the Customer Success Manager: AI CRM for Financial Advisors position at Slant in Lehi, UT, United States.
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