Strategic Account Executive, AI CRM for Financial Advisors

Slant CRM; Lehi (UT); On-site; USD 100,000 - 200,000; Full time

Job summary

Slant CRM in Utah’s Lehi is seeking an ambitious Account Executive to source and close new business for our AI-native CRM for financial advisors. You’ll become an expert on RIAs and financial advisors and collaborate with onboarding, CS, and support to ensure customers are set up and supported.

Join a fast-growing startup that values customer-centric buying experiences and loves building beautiful software. Compensation ranges from $100K to $200K, reflecting performance and impact.

Qualifications

• 1–5 years in software sales.
• Experience in SMB sales teams.
• Selling to financial advisors or similar industries.

Responsibilities

• Source and close new business for Slant
• Become an expert on RIAs and financial advisors
• Work with onboarding, CS, and support to ensure customers are successfully set up and supported

Skills

Software sales

SMB sales

Industry knowledge

Customer-focused selling

Job description

Slant CRM in Utah’s Lehi is seeking an ambitious Account Executive to source and close new business for our AI-native CRM for financial advisors. You’ll become an expert on RIAs and financial advisors and collaborate with onboarding, CS, and support to ensure customers are set up and supported.

Join a fast-growing startup that values customer-centric buying experiences and loves building beautiful software. Compensation ranges from $100K to $200K, reflecting performance and impact.