Account Executive jobs in United States
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Slant CRM · 1 week ago

Account Executive

positionLehi, Utah
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$100K/yr - $200K/yr
date1+ years exp

Slant is an AI Native CRM for financial advisors, aiming to assist millions of Americans in achieving retirement with the help of a financial advisor. The Account Executive will be responsible for sourcing and closing new business while becoming an expert on RIAs and financial advisors, ensuring customers are successfully set up and supported.

B2CInformation ServicesMedia and EntertainmentPersonalizationVideo

Responsibilities

Source and close new business for Slant
Become an expert on RIAs and financial advisors
Work with onboarding, CS, and support to ensure your customers are succesffuly setup and supported

Qualification

Software sales experienceFinancial advisorsSMB salesIndustry knowledge lawyersIndustry knowledge accountantsIndustry knowledge insuranceCustomer support collaboration

Required

1-5 years in software sales
Has been part of an SMB sales team (mostly the S in SMB)
Has sold to an industry similar to financial advisors or a similar industry - Lawyers, accounts, Insurance, etc

Company

Slant CRM

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AI-powered CRM for financial advisors.
dateFounded in 2023
location
American Fork, Utah, USA
people-size2-10 employees
web-link
https://www.pageport.com/

Funding

Current Stage
Early Stage
Total Funding
$4.5M
Key Investors
2048 Ventures
2025-08-26Seed· $3.3M
2023-10-15Pre Seed· $1.2M

Leadership Team

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Thomas Clawson
Founder
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Recent News

Pulse 2.0
Pageport: $3.3 Million Raised For Launching CRM Built For Financial Advisors
2025-08-28
TechBuzz News
Pageport Launches AI-Powered CRM Slant, Raises $3.3M Seed Round
2025-08-27
PR Newswire
Pageport raises $3.3M to launch Slant, the AI-first CRM built for financial advisors.
2025-08-26
Company data provided by crunchbase