Account Executive

The role

The Account Executive will source and close new business for Slant. You will become an expert on RIAs and financial advisors and work with onboarding, CS, and support to ensure customers are successfully set up and supported.

What you will do

• 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

Required qualifications

• 1-5 years in software sales
• Has been part of an SMB sales team (mostly the S in SMB)

Nice to have

• Has sold to an industry similar to financial advisors - Lawyers, accounts, Insurance, etc

About the company

Slant is an AI Native CRM for financial advisors. The company launched in August of 2025 and aims to help 20 million Americans retire with a great financial advisor.