Jump - Advisor AI
51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
☁️ SaaS
💰 $24.6M Series A - Jump on 2025-02
Artificial Intelligence • Fintech • SaaS
Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.
Senior Manager, ABM
🕒 May 20
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Jump - Advisor AI
51 - 200 employees
Founded 2023
🤖 Artificial Intelligence
💳 Fintech
☁️ SaaS
💰 $24.6M Series A - Jump on 2025-02
Artificial Intelligence • Fintech • SaaS
Jump - Advisor AI is an AI-powered SaaS platform that automates administrative and client-facing workflows for financial advisors and wealth teams. It provides meeting preparation, automated note-taking, follow-up email generation, client engagement tools, and data-driven insights, while integrating with CRMs, financial planning tools, conferencing systems, and calendars. Built with enterprise-grade security and configurable compliance controls, Jump is designed for RIAs, broker-dealers, and other advisory firms to save time, increase meeting capacity, and simplify supervision and auditability.
📋 Description
• Own the ABM Strategy & Account Penetration • Develop and execute multi-channel ABM programs • Partner with Sales to identify key stakeholders • Own quarterly account-sourced and account-influenced pipeline goals • Design and lead high-impact experiences and campaigns • Act as a Strategic Partner to the Enterprise Sales team • Track and analyze the ROI of ABM efforts
🎯 Requirements
• 3–5 years of experience in B2B marketing • 3 years focused on Account-Based Marketing (ABM) • Creative Orientation: leverage best practices and develop novel approaches • AI Orientation: comfort using AI tools • Executive Presence: design experiences for C-suite executives • High Velocity: thrive in fast-paced environment
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development opportunities
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