Sales Development Representative

About Slant

Slant is an AI-native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor.

There’s a growing shortage of financial advisors in America, and we believe AI can help advisors scale their businesses and serve more clients. At the same time, legacy financial software is ready to be disrupted by AI-native solutions.

We launched Slant in August 2025 and have grown quickly, with more than 100 financial advisory firms already switching their CRM to Slant.

The role

You'll find advisors losing hours a week to busywork, earn a few minutes of their attention, and hand qualified meetings to an account executive.

Standard SDR job in structure, unusually good in substance, for one reason: our buyer is specific, reachable, and opinionated. You'll also sell Slant using Slant, which is a faster way to learn a product than any onboarding deck.

• Build and research lists of ideal prospects — RIAs, independent advisors, small firms
• Outbound by phone, email, and LinkedIn. Real volume, real rejection, a real script you'll help improve.
• Run discovery good enough to find a fit and honest enough to disqualify when there isn't one
• Book qualified meetings for the AE team and hand them off cleanly
• Bring what you're hearing back to marketing and product

What we're looking for

• You're motivated to call people, and comfortable doing it every day
• You take rejection well
• You listen more than you talk, and you ask good questions
• You write good emails
• You're organized enough to keep track of all your prospects
• Bachelor's degree, or graduating by Dec 2026 or Apr 2027

How to apply

Attend our info session at BYU on Wed, Sept 16.