Account Executive

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 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 everyday. 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.

Job Description

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 set up and supported

Ideal Candidate

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.

Compensation Range $100K – $200K

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