---
title: 'Product Designer at Slant'
canonical: 'https://feeny.ai/job/product-designer-slant-lehi-p8mgbckgqed0'
type: 'job'
last_seen: '2026-09-12'
---

# Product Designer at Slant

- **Company:** Slant
- **Location:** Lehi, UT
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2025-07-25
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/slant/1d5a754e-593d-445e-a605-89e674eb077f

## Job description

## 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)

## About Slant

## Company Overview
- **One-liner**: Slant is an AI-first Customer Relationship Management (CRM) platform built exclusively for financial advisors to automate client engagement, meeting preparation, and follow-up workflows.
- **Entity Type**: Private (Seed stage – raised $3.3M in Seed round in August 2025; total funding $4.5M)
- **Headquarters**: Lehi, Utah, United States
- **Founded**: 2023
- **Founders**: Michael Sheerin (Founder & CEO; other executives include Hayden Neal, GTM Lead)

## Core Business
- Primary industry/industries: Fintech – CRM software for financial advisors and wealth management.
- Target customers: B2B – Financial advisors, wealth management firms, RIAs (Registered Investment Advisors). The company notes most advisors can only serve 70–90 clients effectively, and Slant aims to help them double that capacity.
- Mission or purpose statement: To help financial advisors serve more clients and strengthen personal relationships by transforming the CRM into an active partner that handles busywork.

## Products & Services
- **Slant CRM (Core Platform)**: AI-powered CRM with features including:
  - **AI Chat** – Natural-language interface to query client data, draft emails, prep for meetings.
  - **Notetaker** – Records meetings and automatically links notes to the correct client record.
  - **Prospecting** – Identifies ideal prospects, enriches contact data, and automates outreach.
  - **Workflows** – Automates repeatable processes (follow-ups, reminders, onboarding, reviews).
  - **Nudges** – Timely, personalized prompts that draft emails or schedule outreach (e.g., client birthday, RMD reminder).
  - **Meeting & Scheduling Agents** – Prepare agendas, pull documents, handle confirmations, and log post-meeting notes.
- **Prior Pageport suite** (parent company) – Marketing and client engagement tools already used by 1,000+ advisors; Slant is the next-generation AI-first CRM launched by Pageport.

## Market Standing
- **Valuation**: Not disclosed. Total funding of $4.5M (Pre-Seed $1.2M in Oct 2023 led by 2048 Ventures; Seed $3.3M in Aug 2025 co-led by Matchstick Ventures and 2048 Ventures).
- **Key Metric**: Total funding $4.5M (as of August 2025). Employee count: 15 (as of mid-2026, +155.6% YoY). Active job postings: 4.
- **Notable Investors/Partners**: 2048 Ventures, Matchstick Ventures. Parent company Pageport has relationships with 1,000+ financial advisors.
- **Growth Signals**: 
  - Employee headcount grew 155.6% in the past year (from ~6 to 15).
  - 1,090 LinkedIn followers (+4.8% monthly growth).
  - Open roles include Account Executive, Product Designer, Customer Success Manager, and Senior Software Engineer.
  - Press release (Aug 2025) highlights nationwide rollout and goal to double advisor capacity.

## Competitive Advantages
- **AI-first design**: Slant actively prepares meetings, drafts follow-ups, and automates workflows – unlike traditional CRMs that only store data.
- **Deep specialization**: Built exclusively for financial advisors, with compliance-ready features (SOC 2 compliant, encrypted, audit-ready).
- **Backed by existing Pageport ecosystem**: Leverages a user base of 1,000+ advisors who already trust the brand.
- **Reduces advice gap**: Designed to help advisors serve hundreds more clients, not just the top 70–90.

## Strategic Focus
- **Nationwide expansion**: Accelerating rollout to more financial advisory firms across the U.S.
- **Doubling advisor capacity**: Continued enhancement of AI agents (Nudges, Meeting Agents) to free up advisor time.
- **Hiring to scale**: Currently seeking Sales, Customer Success, Product Design, and Engineering talent to support growth.

## Why Work Here
- **Culture**: Early-stage startup (15 employees) with rapid growth (155% YoY headcount increase) – opportunity for high impact and ownership.
- **Remote/Hybrid**: Offices in Lehi and American Fork, Utah. Based on job postings and location, likely hybrid or on-site preference, but check specific roles.
- **Notable perks**: Building an AI-first product for a traditionally underserved industry; SOC 2 compliance emphasis on security; team with backgrounds from Lucid Software, nCino, SimpleNexus, and other tech companies.
- **Engineering culture**: Posting for Senior Software Engineer; technical team comprises 4 engineers (19% of staff). Likely a high-agency, product-focused environment.

## Sources
1. [slant.app](https://www.slant.app/)
2. [LinkedIn](https://www.linkedin.com/company/slantcrmforadvisors)
3. [Slant Press Release](https://www.slant.app/resource-center/press/slant-launch-press-release)
4. [Ashby Careers - Account Executive](https://jobs.ashbyhq.com/slant/198d9b31-8b12-4b74-8e95-36566dc4e5c8)
5. [Tracxn Company Profile](https://tracxn.com/d/companies/slant/__VGj-qzKr9J83k9zk3WzRMevFSMLRtRo9mKfy8Dl4lww)

## Other roles at Slant

- [Customer Operations Specialists](https://feeny.ai/job/customer-operations-specialists-slant-lehi-ge2r6gw7f8gq) — Lehi, UT
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-slant-lehi-8y46285gs5ww) — Lehi, UT
- [Account Executive](https://feeny.ai/job/account-executive-slant-lehi-ja6r7sdkdcb5) — Lehi, UT
- [Software Engineer](https://feeny.ai/job/software-engineer-slant-lehi-188n9rmjth38) — Lehi, UT
- [Senior Software Engineer](https://feeny.ai/job/senior-software-engineer-slant-lehi-pwqq2x3ax7we) — Lehi, UT
- [Product Designer](https://feeny.ai/job/product-designer-outtake-new-york-7w8qhtvgyhf5) — New York, NY
- [Product Designer](https://feeny.ai/job/product-designer-anaplan-manchester-rx6vmsxz2q57) — Manchester, United Kingdom
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- [Product Designer](https://feeny.ai/job/product-designer-teleskope-new-york-zf2mm7q28t99) — New York, NY