--- title: 'Customer Success Manager at Slant' canonical: 'https://feeny.ai/job/customer-success-manager-slant-lehi-8y46285gs5ww' type: 'job' last_seen: '2026-09-05' --- # Customer Success Manager at Slant - **Company:** Slant - **Location:** Lehi, UT - **Compensation:** $60k–$80k - **Employment:** full-time - **Posted:** 2026-01-16 - **Last confirmed live:** 2026-09-05 - **Apply:** https://jobs.ashbyhq.com/slant/95e0d27c-6589-4ebc-ae87-fc2f543b95dd ## Job description ## 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. We have raving fans, which is quite a fun feeling - here is one example from today [https://app.ashbyhq.com/api/images/user-content/2e45a362-51af-40dd-a58d-dcfc5f151e81/8ba85c2c-64a5-4f8d-9546-66fbc14680ff/Screenshot%202026-01-08%20at%2010.33.59%E2%80%AFPM.png] At Slant, we believe that relationships matter. That's true for financial advisors to their clients, but that's also true for us and our customers. We're looking for Customer Success Managers who also believe that relationships matter and can help our customers make the most of our platform We are looking for Customer Success Managers who want to help the amazing financial advisors using Slant. At Slant, Customer Success spans from the first onboarding call to the consistent check-ins with our customers. The goal of the CS team is to help our customers get the most value possible from Slant. Help them stay informed about new features and support customers as they navigate critical projects. Advisors are relationship people, and we want them to have a great relationship with their CSM at Slant. Job Description 1. Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant 2. 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. 3. 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. 4. 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. 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 support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together ## About Slant ## Company Overview - **One-liner**: Slant is an AI-first Customer Relationship Management (CRM) platform built exclusively for financial advisors to automate client engagement, meeting preparation, and follow-up workflows. - **Entity Type**: Private (Seed stage – raised $3.3M in Seed round in August 2025; total funding $4.5M) - **Headquarters**: Lehi, Utah, United States - **Founded**: 2023 - **Founders**: Michael Sheerin (Founder & CEO; other executives include Hayden Neal, GTM Lead) ## Core Business - Primary industry/industries: Fintech – CRM software for financial advisors and wealth management. - Target customers: B2B – Financial advisors, wealth management firms, RIAs (Registered Investment Advisors). The company notes most advisors can only serve 70–90 clients effectively, and Slant aims to help them double that capacity. - Mission or purpose statement: To help financial advisors serve more clients and strengthen personal relationships by transforming the CRM into an active partner that handles busywork. ## Products & Services - **Slant CRM (Core Platform)**: AI-powered CRM with features including: - **AI Chat** – Natural-language interface to query client data, draft emails, prep for meetings. - **Notetaker** – Records meetings and automatically links notes to the correct client record. - **Prospecting** – Identifies ideal prospects, enriches contact data, and automates outreach. - **Workflows** – Automates repeatable processes (follow-ups, reminders, onboarding, reviews). - **Nudges** – Timely, personalized prompts that draft emails or schedule outreach (e.g., client birthday, RMD reminder). - **Meeting & Scheduling Agents** – Prepare agendas, pull documents, handle confirmations, and log post-meeting notes. - **Prior Pageport suite** (parent company) – Marketing and client engagement tools already used by 1,000+ advisors; Slant is the next-generation AI-first CRM launched by Pageport. ## Market Standing - **Valuation**: Not disclosed. Total funding of $4.5M (Pre-Seed $1.2M in Oct 2023 led by 2048 Ventures; Seed $3.3M in Aug 2025 co-led by Matchstick Ventures and 2048 Ventures). - **Key Metric**: Total funding $4.5M (as of August 2025). Employee count: 15 (as of mid-2026, +155.6% YoY). Active job postings: 4. - **Notable Investors/Partners**: 2048 Ventures, Matchstick Ventures. Parent company Pageport has relationships with 1,000+ financial advisors. - **Growth Signals**: - Employee headcount grew 155.6% in the past year (from ~6 to 15). - 1,090 LinkedIn followers (+4.8% monthly growth). - Open roles include Account Executive, Product Designer, Customer Success Manager, and Senior Software Engineer. - Press release (Aug 2025) highlights nationwide rollout and goal to double advisor capacity. ## Competitive Advantages - **AI-first design**: Slant actively prepares meetings, drafts follow-ups, and automates workflows – unlike traditional CRMs that only store data. - **Deep specialization**: Built exclusively for financial advisors, with compliance-ready features (SOC 2 compliant, encrypted, audit-ready). - **Backed by existing Pageport ecosystem**: Leverages a user base of 1,000+ advisors who already trust the brand. - **Reduces advice gap**: Designed to help advisors serve hundreds more clients, not just the top 70–90. ## Strategic Focus - **Nationwide expansion**: Accelerating rollout to more financial advisory firms across the U.S. - **Doubling advisor capacity**: Continued enhancement of AI agents (Nudges, Meeting Agents) to free up advisor time. - **Hiring to scale**: Currently seeking Sales, Customer Success, Product Design, and Engineering talent to support growth. ## Why Work Here - **Culture**: Early-stage startup (15 employees) with rapid growth (155% YoY headcount increase) – opportunity for high impact and ownership. - **Remote/Hybrid**: Offices in Lehi and American Fork, Utah. Based on job postings and location, likely hybrid or on-site preference, but check specific roles. - **Notable perks**: Building an AI-first product for a traditionally underserved industry; SOC 2 compliance emphasis on security; team with backgrounds from Lucid Software, nCino, SimpleNexus, and other tech companies. - **Engineering culture**: Posting for Senior Software Engineer; technical team comprises 4 engineers (19% of staff). Likely a high-agency, product-focused environment. ## Sources 1. [slant.app](https://www.slant.app/) 2. [LinkedIn](https://www.linkedin.com/company/slantcrmforadvisors) 3. [Slant Press Release](https://www.slant.app/resource-center/press/slant-launch-press-release) 4. [Ashby Careers - Account Executive](https://jobs.ashbyhq.com/slant/198d9b31-8b12-4b74-8e95-36566dc4e5c8) 5. [Tracxn Company Profile](https://tracxn.com/d/companies/slant/__VGj-qzKr9J83k9zk3WzRMevFSMLRtRo9mKfy8Dl4lww) ## Other roles at Slant - [Customer Operations Specialists](https://feeny.ai/job/customer-operations-specialists-slant-lehi-ge2r6gw7f8gq) — Lehi, UT - [Account Executive](https://feeny.ai/job/account-executive-slant-lehi-ja6r7sdkdcb5) — Lehi, UT - [Product Designer](https://feeny.ai/job/product-designer-slant-lehi-p8mgbckgqed0) — Lehi, UT - [Software Engineer](https://feeny.ai/job/software-engineer-slant-lehi-188n9rmjth38) — Lehi, UT - [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-slant-lehi-pwqq2x3ax7we) — Lehi, UT - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-wayvia-united-states-ttty050a1gqq) — United States - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-tiger-data-united-states-nfn4m2p6kfg1) — United States - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-root-global-berlin-dhyvzh4a830k) — Berlin, Germany - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-reo-dev-bengaluru-xk4g87z8saj0) — Bengaluru, India - [Customer Success Manager](https://feeny.ai/job/customer-success-manager-griffin-london-or-within-the-pwnjf6z4ghjs) — London OR Within the, United Kingdom