Customer Success Manager

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Lehi, Utah 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…