Enterprise Account Executive

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Jump - Advisor AI

WebsiteLinkedInAll Job Openings

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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