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.
Sales Development Representative, SDR
Job not on LinkedIn
🕒 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
• Open new opportunities with qualified prospective customers for Jump Account Executives. • Build Jump’s outbound sales motion to deliver and source reliable, qualified pipeline every month. • Carry a meetings quota. • Build a pipeline of $100k ARR each month. • Willing to cold call and email prospects with the intention of booking a meeting. • Work with our awesome financial advisor customers. • Manage an extremely high velocity high volume SMB facing sales motion, including creating leverage for yourself via the latest AI-enabled salestech. • Help Jump stay the category leader, trusted and loved by customers. • Help build Jump into a career-making, exceptional place to work.
🎯 Requirements
• You can demonstrate competitive drive and want to win • You can demonstrate hustle and grit • You are sharp and demonstrate a willingness to learn
🏖️ Benefits
• Offers Equity • Offers Commission
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