
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.
🔥 0 minutes ago
🇮🇳 India – Remote
⏳ Contract/Temporary
🟢 Junior
🟡 Mid-level
🌐👷 Salesforce Administrator
🚫👨🎓 No degree required
👻 Ghost score 10%
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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.
• Administer and maintain Salesforce environments, including user setup, roles, profiles, permissions, and security settings • Configure and customize Salesforce objects, fields, page layouts, validation rules, flows, and reports • Build and maintain automations and data flows supporting GTM and operational workflows • Troubleshoot issues, manage data integrity, and perform regular system audits • Design and maintain reports and dashboards for sales, operations, and leadership • Manage data imports, exports, and cleanup using Data Loader and Cloudingo • Partner with stakeholders to gather requirements and deliver scalable solutions • Provide user support, documentation, and light training as needed • Collaborate with internal teams and external vendors on Salesforce-related initiatives • Ensure best practices around performance, security, and compliance
• 2+ years of experience as a Salesforce Administrator • Hands-on experience with Salesforce Sales Cloud (Service Cloud is a plus) • Strong understanding of Salesforce configuration, automation, and reporting • Experience supporting GTM or RevOps teams • Salesforce Administrator Certification (ADM 201) preferred • Strong problem-solving skills and attention to detail • Ability to work independently and deliver in a contract environment • Deep experience with Flow Builder and advanced automation (nice to have) • Familiarity with Salesforce integrations and third-party apps (nice to have) • Experience in high-growth startups or scaling organizations (nice to have) • Additional Salesforce certifications (nice to have) • Experience managing Clari, Nooks, Clay, or ZoomInfo (nice to have) • Are legally authorized to work in the United States • Must not require sponsorship for employment visa status to legally work for the company in the United States
• Possibility of contract extension • 35–45 hours per week • Remote work arrangement
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