Jump - Advisor AI
Artificial Intelligence • Finance • SaaS
Jump - Advisor AI is a cutting-edge solution designed specifically for wealth advisors to streamline their workflow. It transforms traditional note-taking into an efficient process by converting conversations into actionable tasks, notes, and compliance records securely using AI technology. With deep integrations into popular advisor tools like Salesforce and Wealthbox, Jump allows advisors to significantly reduce administrative work and focus more on client relationships, offering features such as customizable meeting notes, automated follow-up emails, and smart task management, thereby enhancing overall service quality and compliance.
Mid Market Account Executive
October 21
Jump - Advisor AI
Artificial Intelligence • Finance • SaaS
Jump - Advisor AI is a cutting-edge solution designed specifically for wealth advisors to streamline their workflow. It transforms traditional note-taking into an efficient process by converting conversations into actionable tasks, notes, and compliance records securely using AI technology. With deep integrations into popular advisor tools like Salesforce and Wealthbox, Jump allows advisors to significantly reduce administrative work and focus more on client relationships, offering features such as customizable meeting notes, automated follow-up emails, and smart task management, thereby enhancing overall service quality and compliance.
📋 Description
• You’ll be responsible for building and managing a healthy revenue pipeline through creative outbound strategies, full-cycle sales execution, and a consultative approach to helping clients understand the value of Jump’s AI platform. • Build pipeline through creative, personalized outbound prospecting • Consistently exceed monthly and quarterly revenue targets • Qualify, advance, and close opportunities across the full sales cycle • Manage procurement, negotiation, and contract processes with precision • Collaborate cross-functionally to drive customer success and retention • Help strengthen Jump’s reputation as a trusted, loved, category-defining partner • Contribute to building Jump into a career-making, exceptional place to work
🎯 Requirements
• 5+ years of closing experience with a technology company (preferably SaaS) • Proven track record of exceeding quota in Mid-Market or Commercial segments • Experience selling into Financial Services, WealthTech, or adjacent regulated industries (preferred) • Skilled in value-based selling frameworks (MEDDPICC, Challenger, or similar) • Strong communication and storytelling ability—able to simplify complex AI concepts into customer value • Bonus: experience at a Series A–B startup or in a founding AE role
🏖️ Benefits
• Competitive salary - $100k Base / $100k Variable = $200k OTE • Equity • Medical, dental, vision benefits • 401k available
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