Pageport offers an AI-first CRM for financial advisors that automates meeting prep, scheduling, compliance, outreach and notes, plus a "websites-for-one" platform creating personalized landing pages with CRM integrations.
ABOUT SLANT Our company (Pageport, Inc.) is launching a new product called Slant — an AI-powered CRM built specifically for financial advisors with the mission of helping 20M Americans make better financial decision by increasing the capacity of financial advisors by 50-100%. We believe AI is the most transformative technology of our lifetimes, and that every “legacy” software product will be completely reimagined over the next 5 years with deeply integrated, vertical-specific AI replacements. And there is no software category more ready to be burned down and rebuilt than CRM. CRM is the most widely adopted software in the world — and also the most hated. It over-promises, under-delivers, and is universally painful to use. Every business runs differently and pleasing a single customer often results in frustration for three others. The result is pages and pages of settings, confusing interfaces, and software that requires full-time consultants to manage. We believe there’s a better way. We’re completely rebuilding and rethinking the CRM from the ground up. In order to do that, weneed to make tasteful decisions on what product suggestions really mean and the true best way to solve core problems. For example, does the customer really need a custom field for "favorite drink", or do they just want to tell the AI assistant to remember it? Do we really need 10 step workflows, or is there one job that needs to be done? Do they really want a report builder or do they just want to chat and find all their clients with a birthday next week? To answer these questions well, we need amazing people. Reimagining familiar UX patterns with AI-driven patterns that still feel familiar / are easy to use is an extremely difficult design challenge. Many of our most difficult design decisions are not something you go pull good examples from Mobbin and make a mood board. These are new interactions that are being created every day, so creativity and passion for frontier technology is a must. DESIGN AT SLANT We want to build a product that feels inevitable. That means world-class design is a non-negotiable. Design defines how people feel about the product. It’s not a polish layer — it is the product. Some of the products we take inspiration from include Attio, ChatGPT, Linear, and Clerk. We use Shad as our foundational design system. Until now, design has been led by our founder (👋 Max here). While we’ve managed to punch above our weight, we’re ready to bring in someone who does this full-time — someone who’s obsessed with craft, relentless about simplification, and excited to design systems that make AI feel invisible and intuitive. Designers at Slant are not pixel pushers or aesthetic advisors. You’ll lead product discovery, work directly with customers, and shape how entire workflows function in an AI-native world. You’ll design the product’s future and work closely with engineering in the implementation of said design. I think of this role as a designer / good parts of PM hybrid (no making and management of Jira tickets 🤦♂️). This is a zero-to-one design role — and we want someone who wants to own it all: design systems, interaction flows, prototypes, customer calls, microcopy, visuals, and polish. The pace of design here is fast, likely unlike anything you've previously experienced. Projects that take a team a sprint are usually scoped to 2-3 days. Design needs to make big 80/20 decisions on where to build a Figma mockup and vs when to just have a conversation with the engineer. REQUIREMENTS - Bachelor’s degree in any field that led you to an absolute love and passion for product and design - 3–5 years of professional product design experience, preferably at a startup or fast-moving company - Experience designing scalable design systems and working within the constraints a good design system provides - Impeccable taste - Must be willing to work hard, in-person, 5 days/week at our office in Lehi, Utah SALARY & BENEFITS - $120,000 – $160,000 / year + benefits + equity - 100% employer-covered health insurance - Company-sponsored 401(k)