Account Executive

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🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $60k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Jump - Advisor AI

WebsiteLinkedInAll Job Openings

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, manage, and close B2B software deals in an SMB, high-volume, high-velocity sales motion • Carry an annual ARR quota measured monthly • Build a pipeline of sales opportunities to hit and exceed quota goals • Manage pipeline in CRM with maniacal organization • Work with financial advisor customers • Create leverage using AI-enabled sales technology • Represent Jump’s brand with prospects and customers through clear verbal and written communication • Help maintain Jump’s category leadership and customer trust • Help build Jump into an exceptional place to work • Create customer relationships, strengthen the outbound engine, and turn market demand into revenue

🎯 Requirements

• Demonstrated ability to prospect successfully in previous roles • Successful experience selling software products • History of being a top-performing Account Executive • Willingness to work at a very early-stage technology company • Ability to learn quickly and thrive without handholding • Coachable, hungry, competitive, and sharp • Excitement about helping financial advisors use AI to optimize workflows • Love of high-performing, high-volume, high-velocity SMB sales • Use of AI in day-to-day sales work • Excellent verbal and written communication skills • Ability to represent the brand effectively • Direct, kind, low-drama working style • Experience selling SaaS, AI, workflow automation, or advisor-facing technology (nice to have) • Experience selling into financial services, WealthTech, or adjacent regulated industries (nice to have) • Experience in a high-volume SMB sales motion (nice to have) • Experience at a Series A–B startup or early-stage technology company (nice to have) • Legally authorized to work in the United States • Must answer whether employment visa sponsorship will be required

🏖️ Benefits

• Equity • Medical, dental, and vision benefits • 401(k) available • Remote work arrangement