Customer Operations Specialists

Role Summary

About Slant

Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors https://www.mckinsey.com/industries/financial-services/our-insights/the-looming-advisor-shortage-in-us-wealth-management in America who need AI to scale and serve the millions of clients who need financial advice.

Legacy software is ripe to be disrupted by AI native solutions in every industry. Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either been acquired by larger companies or received a majority PE investment. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software. We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day.

We strive for excellence at Slant - we don’t want to build something OK, we want to build something amazing.

Financial advisors pride themselves on the fact that they really care about customer service. They answer the phone when customers call, and they take pride in being ready and available to help their clients. So do we. The focus on the customer operations team is to be the front line of support for our customers.

We are looking for Customer Operations Specialists who want to help the amazing financial advisors using Slant. At Slant, customers have questions; they may ask for help cleaning up some of their import data, or they might want to know how get registered for the weekly customer webinar. Whatever it is, they deserve quick help and great service.

1. Answer and guide customers with support requests
2. Work with Customer Success to help on various imports and customer tasks
3. Be both an advocate for our customers & a shield to our developers. Our Customer Operations Specialists 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.
4. Be a great communicator. Our customer operations specialists speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our team knows how to speak both languages.
5. Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more.
6. Collaborate with sales and customer success - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together

Ideal Candidate

1. 1-2 years tech/software experience
2. Has experience or an understanding of how financial advisors work