Account Executive

🕒 2 dias atrás

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Jump - Advisor AI

Jump - Advisor AI

51 - 200 funcionários

Fundada em 2023

🤖 Inteligência Artificial

💳 Fintech

☁️ SaaS

💰 $24.574.985 Series A - Jump em 2025-02

Artificial Intelligence • Fintech • SaaS

A Jump - Advisor AI é uma plataforma SaaS impulsionada por inteligência artificial que automatiza os fluxos de trabalho administrativos e de interface com o cliente para consultores financeiros e equipes de gestão de patrimônio. Ela oferece preparação de reuniões, anotações automáticas, geração de e-mails de acompanhamento, ferramentas de engajamento de clientes e insights baseados em dados, enquanto se integra com CRMs, ferramentas de planejamento financeiro, sistemas de conferência e calendários. Construída com segurança em nível empresarial e controles de conformidade configuráveis, a Jump é projetada para RIAs, corretores-dealer e outras firmas de consultoria para economizar tempo, aumentar a capacidade de reuniões e simplificar a supervisão e auditoria.

Descrição

• Open, manage, and close B2B software deals in an SMB, high-volume, high-velocity sales motion • Carry an annual ARR quota measured monthly • Build a pipeline of sales opportunities to hit and exceed quota goals • Manage pipeline in CRM with maniacal organization • Work with financial advisor customers • Create leverage using AI-enabled sales technology • Represent Jump’s brand with prospects and customers through clear verbal and written communication • Help maintain Jump’s category leadership and customer trust • Help build Jump into an exceptional place to work • Create customer relationships, strengthen the outbound engine, and turn market demand into revenue

🎯 Requisitos

• Demonstrated ability to prospect successfully in previous roles • Successful experience selling software products • History of being a top-performing Account Executive • Willingness to work at a very early-stage technology company • Ability to learn quickly and thrive without handholding • Coachable, hungry, competitive, and sharp • Excitement about helping financial advisors use AI to optimize workflows • Love of high-performing, high-volume, high-velocity SMB sales • Use of AI in day-to-day sales work • Excellent verbal and written communication skills • Ability to represent the brand effectively • Direct, kind, low-drama working style • Experience selling SaaS, AI, workflow automation, or advisor-facing technology (nice to have) • Experience selling into financial services, WealthTech, or adjacent regulated industries (nice to have) • Experience in a high-volume SMB sales motion (nice to have) • Experience at a Series A–B startup or early-stage technology company (nice to have) • Legally authorized to work in the United States • Must answer whether employment visa sponsorship will be required

🏖️ Benefícios

• Equity • Medical, dental, and vision benefits • 401(k) available • Remote work arrangement

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