Enterprise Account Executive

🕒 5 dias atrás

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Jump - Advisor AI

SiteLinkedInTodas as Vagas

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

• Prospect, manage, and close new business with large financial institutions (e.g., wealth management, broker-dealers, banks, insurance firms). • Drive discovery calls, demos, and collaborative solution design for prospective clients. • Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, and buying processes. • Develop, negotiate, and close high-value, multi-stakeholder SaaS deals. • Build relationships with executive, technical, and business stakeholders on the client side. • Collaborate cross-functionally with product, customer success, and marketing to deliver value throughout the client lifecycle. • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting. • Stay ahead of industry trends, client challenges, and the competitive landscape.

🎯 Requisitos

• Minimum 5 years of experience in enterprise SaaS sales or similar, with a track record of exceeding quotas. • Proven success selling to large financial institutions (RIAs, BDs, banks, or insurance firms). • Deep experience with consultative, solution-based selling and multi-stakeholder deal management. • Strong understanding of financial services workflows, buying processes, and compliance requirements. • Excellent communication, negotiation, and presentation skills (verbal and written). • Ability to navigate complex, long sales cycles and build senior-level trust. • High degree of ownership, self-motivation, and resourcefulness. • Experience using CRM tools (e.g., Salesforce, HubSpot). • Bachelor’s degree or equivalent experience preferred.

🏖️ Benefícios

• Equity • Medical, dental, vision benefits • 401k available