Product Designer

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.