Note: The job is a remote job and is open to candidates in USA. Slant CRM is an AI Native CRM for financial advisors, aiming to help millions of Americans retire with quality financial advice. They are seeking an Account Executive to source and close new business while ensuring customer satisfaction through collaboration with onboarding and support teams.
Responsibilities
- 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 setup and supported
Skills
- 1-5 years in software sales
- Has been part of an SMB sales team (mostly the S in SMB)
- Has sold to an industry similar to financial advisors or a similar industry - Lawyers, accounts, Insurance, etc
Company Overview
AI-powered CRM for financial advisors. It was founded in 2023, and is headquartered in American Fork, Utah, USA, with a workforce of 2-10 employees. Its website is https://www.pageport.com/.
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