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. We need engineers who can empathize with customers and be driven to build the best possible product to solve their problems. We need engineers who love coming up to solutions to problems, not who love implementing other people's solutions. We're building an industry-defining company by building industry-leading software. We're proudly an engineering-led company. We believe the best product wins and that product, not sales, should lead a company, even in Utah. If this is motivating and you believe you're truly excellent, we'd love to chat. ENGINEERING CULTURE First and foremost: we push a lot of code. Any barrier to pushing code is removed as quickly as possible. We aggressively embrace any and all AI tooling — Claude, Cursor, Copilot, etc. We hit the limits of our Claude Code MAX plan daily. Engineers have an unlimited budget for AI tools. This is not to say we "vibe code" our app. We've spent a lot of time moving slow to allow us to move fast and try and walk the line of when something is better off written by humans (like this job posting). Because we move so fast, the bottleneck to new features is often not writing code, but figuring out what to build — which is why we expect every engineer to think like a product engineer https://posthog.com/blog/what-is-a-product-engineer. You’ll be given a project and expected to run it from start to finish. This may mean taking the time up front to break the project into smaller tickets or (controversially) it may mean one massive 5000-line PR, it depends on the project. However you get there, the bar for final output is very high, both from a code quality and a product quality perspective. Working this way is hard. We finish every day mentally spent. But we strongly believe in the next few years it will be glaringly obvious which engineers have pushed themselves to becomes masters of this new domain and those who did not. We want to push. By pushing we want to create the new generation of engineering quality who go onto build the future of Utah tech. REQUIREMENTS - Bachelor’s degree in CS, IS, Mathematics, English, or any other study as long as its led you to an absolute love and passion for product and engineering - 0-2 years of full-stack experience — we don’t hire “just backend” or “just frontend” engineers - we need engineers who can own projects end-to-end - Steep slope - for junior engineers we are focusing on slope, not y-intercept; if you believe your slope is steep and can become great quickly, tell us why - Our stack is a Rails backend and React frontend, but experience in either is not required - we welcome inspiration and influence from other frameworks and languages - Must be willing to work hard, in-person, 5 days/week at our office in Lehi, Utah SALARY / BENEFITS - $90,000 - $120,000 / year + benefits + equity - Cover 100% of healthcare costs / premiums - Company-sponsored 401(k)