Slant, an AI-native CRM for financial advisors, is seeking experienced Account Executives to drive new business acquisition. The ideal candidate will have 1-5 years of software sales experience, preferably within an SMB setting, and familiarity with selling to industries like finance, law, or insurance. Responsibilities include sourcing and closing deals, becoming knowledgeable about RIA and financial advisor needs, and collaborating with onboarding and support teams.
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financial advisors and RIAs
Slant is the AI CRM for financial advisors and RIAs. Client records, AI notetaker, automations, and follow-ups in one place. Book a 15-minute demo.