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.
Sales Manager
September 2
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
• Own and scale Jump’s outbound motion • Lead a team of SDRs focused on creating pipeline • Coach for high performance and drive outbound process excellence • Build a rigorous, repeatable outbound engine to accelerate growth in financial services • Be accountable for team development, outbound execution, and accurate forecasting • Align cross-functionally with AEs and RevOps and invest in systems and people
🎯 Requirements
• Managed a high-performing outbound SDR/BDR team at a SaaS company • Built or refined outbound systems, including Salesforce workflows • Owned or contributed to forecasting and pipeline analysis • Led effective 1:1s, team meetings, and performance coaching • Demonstrated strong follow-through and clear communication • Preferred: Experience selling to or working with financial services or fintech • Preferred: Familiarity with high-velocity sales cycles • Preferred: Experience at Series A–C stage companies
🏖️ Benefits
• Equity • Medical, dental, vision coverage • 401(k) available
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