
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.
🕒 May 21
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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.
• Own market strategy & positioning • Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews. • Position our platform with an eye towards enhancing our competitive differentiation and value proposition • Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research. • Lead Go-To-Market (GTM) execution • Own the end-to-end GTM strategy for relevant new product launches, feature updates, and market expansions. • Execute our "launch playbook" to ensure consistency and impact across all internal and external channels. • Define and evolve pricing and packaging for your product area • Drive sales enablement • Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates. • Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit. • Train customer-facing teams on new messaging to ensure a unified voice in the market. • Shape campaign strategy • Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning. • Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility. • Act as the "voice of the customer" in executive GTM planning and forecasting for your business line.
• 3-5 years of experience in B2B product marketing • Proven track record of strategic impact and revenue growth in a Enterprise SaaS company • Hands-on experience with AI tools • Strong ability to partner with product on roadmap and product strategy • Experience building and motivating high performing teams • Familiarity with PLG or hybrid sales motions
• Equity • Medical, dental, vision benefits • 401k available
Apply Now🕒 May 21
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