Customer Success Manager: AI CRM for Financial Advisors
SLANT, Inc.
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. #J-18808-Ljbffr
- ...A technology investment firm is seeking a Customer Success Manager in Lehi, Utah. The ideal candidate will onboard new customers, drive adoption... ...along with strong communication skills and familiarity with CRM tools. This role offers the opportunity to manage an international...CRMRemote work
- ...Customer Success Manager What you will be doing: Onboard & Activate New Customers: Guide new customers through implementation and setup... ..., owners, and executives alike ~ Familiarity with CRM tools (Salesforce, HubSpot, jira, etc.) and success metrics...CRMRemote workShift work
- ...About Slant Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans... ...money instead of listening to customers and building better software. We launched... .... We're looking for Customer Success Managers who also believe that...CRM
$100k - $105k
...payroll, and hiring platform for managing the hourly workforce. There... ...employees can thrive. Our customers include leading brands from... ...and passionate Senior Customer Success Manager to join our growing... ...organizational skills ~ Experience with CRM tools (Salesforce, Outreach,...CRMHourly payFull timeWork at officeLocal areaFlexible hours- ...AI Mid-Market Customer Success Manager At Podium, we bring AI Employees to local businesses that turn every conversation into revenue. Trusted by... ...strong relationships with customers and become a trusted advisor. Work cross-functionally to relay product feedback...SuggestedTemporary workSummer holidayLocal areaWeekend work
$45k - $55k
...digital marketing and AI-powered Success Center platform. Our Customer Success Managers, internally referred to... ...are strategic growth advisors—helping clients achieve... ...Customer Success & CRM platforms like Planhat... ...mental health services, financial/legal consultations and...CRMFull timeCasual workLocal areaRemote workFlexible hours- ...About Broccoli AI Broccoli AI is building the AI operating system for home service... ...phones, book jobs, follow up with customers, and drive revenue - fully integrated into... ...$25M+ from Khosla Ventures and YC AI Success Manager - Broccoli AI This is a blend of...For contractors
- ...Customer Success Manager | full time, in-person, South Jordan, UT About Lumion: Lumion is a leader in... ...meet tight deadlines. Proficiency in CRM tools (HubSpot preferred) and data platforms... ..., Paybli, Stripe, or similar payment/financial platforms. Benefits Unlimited paid...CRMFull time
$84k - $175.05k
...and learning quickly to successfully implement changes!... ...coordinate the CPQ platform, managing product catalogs,... ...integrity across CLM, CPQ, CRM, and ERP systems. Build... ...and personalized customer experiences. Adobe's industry... ...impact, powered by AI and driven by human ingenuity...CRMTemporary workLocal areaWorldwide- ...Overview We are seeking an enthusiastic and dedicated Customer Success Manager (CSM) to join our team. In this role, you will be... ...related role. ~ Technical Skills: Experience with CRM software, customer success platforms, and proficiency in MS...CRM
- ...Domo, Inc. is seeking an Account Development Manager in American Fork, Utah. This role is crucial for driving growth through strategic outreach to high-potential customers. The ideal candidate possesses strong communication skills, a history of achievement, and resilience...
$90k - $120k
...new product called Slant - an AI-powered CRM built specifically for financial advisors with the mission of helping 20M... ...differently and pleasing a single customer often results in frustration for... ...full-time consultants to manage. We believe there's a better...CRMFull timeWork at office- ...Customer Success Manager Pattern®, a leading ecommerce acceleration platform, is seeking an energetic... ...Lehi, UT team, you will be the trusted advisor for our top clients, ensuring they achieve... ...maximizing the value of Pattern’s AI‑powered tools. Responsibilities Manage...Local areaRemote work
- ...friction at every step. We're looking for driven people to join us at a pivotal stage of growth. Role Summary The VelociFI Customer Success Manager partners with the Account Management Lead to deliver an exceptional experience to every VelociFI customer. You extend the...
- ...you obsessed with data, partner success, taking action, and changing... ...leveraging proprietary technology and AI. Utilizing more than 66... ...including advertising, content management, logistics and fulfillment, pricing, forecasting and customer service. Hundreds of global brands...Temporary workCasual workLocal area
- ...resident satisfaction software that partners with property management companies to create better living experiences for their residents... ...team! EMPLOYMENT TYPE: Full-time POSITION OVERVIEW: As a Customer Success Manager at Opiniion, you will play a crucial role in...Full timeContract workWork at officeLocal area
- ...A progressive technology company in the United States is seeking a Customer Success Manager to enhance customer experiences on their platform. This remote role requires managing post-sale relationships, leading onboarding and training, and driving adoption and retention...Remote work
$10 per hour
...transforming the industrial supply chain ($10T industry) with AI. Our platform seamlessly integrates with the systems... ...located across North and South America. The Role We're hiring a Customer Success Manager to help our customers scale successfully on Canals. Our customers...Remote workFlexible hours- ...Senior Customer Success Manager Job type: Full Time · Department: Post Sales · Work type: On Site Lehi, Utah, United States About Rocketlane... ...dependents. Industry-first HSA benefits. Flexible Time Off. Generous 401(k) match to support your financial future. #J-18808-Ljbffr...Full timeWork at officeFlexible hoursNight shift
- ...proactive, organized, and client-focused account manager who will own a book of business, manage... ...to hit their new patient goals and see success Oversee all Gargle products/services(... ...) Experience with Salesforce or other CRM platforms Experience working in an...CRMTemporary workWork at officeLocal areaFlexible hours3 days per week
- ...The Role As a Customer Success Manager at Boostly, you’ll be the champion for our restaurant partners,... ...expansion while serving as their trusted advisor in the ever‑evolving world of customer... ...seamlessly across teams to achieve shared goals AI‑pilled – You actively leverage AI in...Work at officeShift work
- ...to our Enterprise customers, that exemplifies... ...businesses to capture and manage digital content... ...teams to ensure successful onboarding and... ...interactions in Vasion's CRM system.... ...yourself as a trusted advisor and industry expert... ...immediate vesting Financial wellness education...CRMImmediate startWorldwideFlexible hours
- ...Sales. What You Will Own Manage a pipeline of SDR-fed... ...organizational standards, and CRM management. ~ A resilient mindset... ...Weave is contingent upon the successful completion of a background check... ...use Artificial Intelligence (AI) tools to help us work more efficiently...CRMWork at officeWork from homeFlexible hours
- ...Lehi, Utah, to work in a hybrid environment. This role entails owning implementation tasks across various technologies, emphasizing AI tools and Salesforce integrations. The ideal candidate has extensive software development experience and strong AI skills, and enjoys...
- ...proactively protect their brand, customers, and infrastructure. What You’ll Be Doing Own and manage the full sales cycle, from... ...Engineering Maintain excellent CRM hygiene (Salesforce experience... ...share in Netcraft's long-term success Two paid Learning & Development...CRMWork at officeFlexible hours
- ...Partnering with clinical groups managing 4-9 locations . Building Future DSOs... ...’s midsize and large enterprise customer base tomorrow. What You’ll Do... ...organized in Salesforce or related CRM Overall track record of professional success Bonus Points For Relevant experience...CRMFull timePrivate practiceLocal area
- ...end‐to‐end sales process. AEs manage the complete buyer journey: from... ..., and handoff to Onboarding. Success in this role requires a true... ...phone, email, remote demos, and CRM‐based communication. Manage... ...Leadership, Marketing, Onboarding and Customer Success to optimize lead flow,...CRMRemote work
- ...Valid8 Financial, Inc. in Lehi, Utah is seeking a Customer Success Manager to enhance user experiences for their VelociFI product. This role involves onboarding new users, delivering training, and providing support while monitoring engagement and addressing user needs....
$80k - $100k
...conversations to understand customer risk posture,... ...tool. Client Relationship Management Build trust-based relationships... ...Partner with customer success and delivery teams to... ...forecasts within the CRM. Manage pricing,... ...etc.). Comfortable using AI-driven sales tools to increase...CRMFull timeContract workRemote work$75k - $78k
...Account Executives are trusted advisors and technology sales professionals... ...One portfolio of products) and manage multifaceted buying cycles with Henry Schein One customers and/or prospects in the dental... ...leads and opportunities in the CRM, including sales stage and next...CRMTemporary workCurrently hiringRemote workWorldwideFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Success Manager: AI CRM for Financial Advisors. Be the first to apply!

