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Customer Success Manager | AI CRM Financial Advisors

Job in Lehi, Utah County, Utah, 84043, USA
Listing for: Slant CRM
Full Time position
Listed on 2026-01-22
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM, CRM System, HelpDesk/Support, Technical Support
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Customer Success Manager | AI CRM for Financial Advisors
A dynamic CRM company is seeking a Customer Success Manager to onboard clients and ensure they maximally benefit from the platform. The role involves being an advocate for customers while effectively communicating with the development team. Ideal candidates should possess a couple of years in tech/software and a passion for learning. The compensation range for this position is $60K - $80K, reflecting a commitment to supporting the financial advisor industry.
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