AI CRM Account Executive — Grow with Financial Advisors

Slant; Lehi (UT); On-site; USD 70,000 - 100,000; Full time

Job summary

A fast-growing startup in the financial sector is seeking an Account Executive. In this role, you will source and close new business, becoming an expert on financial advisors and ensuring customer success through collaboration with onboarding and support teams. The ideal candidate has 1-5 years in software sales and experience in SMB environments. You will join a team that is committed to providing an exceptional buying experience and excellent product support.

Qualifications

• 1-5 years of experience in software sales is required.
• Experience in a small to medium-sized business sales environment is essential.
• Familiarity with financial advisors or similar industries such as law or insurance is preferred.

Responsibilities

• Source and close new business for Slant.
• Become an expert on Registered Investment Advisors (RIAs) and financial advisors.
• Collaborate with onboarding and customer support to ensure successful setups.

Skills

Software sales

Customer focus

Communication

Job description

A fast-growing startup in the financial sector is seeking an Account Executive. In this role, you will source and close new business, becoming an expert on financial advisors and ensuring customer success through collaboration with onboarding and support teams. The ideal candidate has 1-5 years in software sales and experience in SMB environments. You will join a team that is committed to providing an exceptional buying experience and excellent product support.