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

Account Executive

positionUnited States
timeFull-time
remoteRemote
seniorityEntry, Mid Level
money$100K/yr - $200K/yr
date1+ years exp

Slant CRM is an AI Native CRM for financial advisors, aiming to help millions of Americans retire with quality financial advice. They are seeking an Account Executive to source and close new business while ensuring customer satisfaction through collaboration with onboarding and support teams.

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 successfully setup and supported

Qualification

Software salesSMB sales experienceFinancial industry knowledgeCustomer support collaborationOnboarding expertise

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