Account Executive

Slant

2 months ago

Lehi, Utah

Hybrid

Full Time

Junior

1 applicant

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About this role

An Account Executive at Slant is responsible for sourcing and closing new business within the financial advisory sector, acting as a vital link between prospects and the implementation of Slant's AI-native CRM solutions. The role involves becoming well-versed in the needs of registered investment advisors (RIAs) and collaborating with onboarding, customer success, and support teams to ensure a smooth transition for new clients. The ideal candidate will have 1-5 years of experience in software sales within similar industries, such as legal or insurance, and thrive in a fast-growing startup environment.

Skills

About Slant

slant.app

Slant is a CRM platform tailored for financial advisors, designed to reduce administrative burdens and enhance client interactions. It utilizes artificial intelligence to learn users’ preferences and deliver personalized insights and reminders, ensuring that advisors spend more time connecting with their clients. The platform emphasizes data security and compliance with SOC 2 standards, making it a reliable choice for professionals seeking to optimize their client management processes. By integrating various functions such as project management and note-taking, Slant aims to streamline operations and enhance the advisor-client relationship.