Account Manager

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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

• Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts • Execute value realization, renewal, and save motions proactively • Identify and close upsell and expansion opportunities within your book • Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism • Run proactive outreach cadences tied to lifecycle triggers and usage signals • Deliver customer interactions that are prepared, specific, and move the relationship forward • Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room

🎯 Requirements

• 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company • Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them • Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder • Built or executed scalable engagement playbooks in a high-velocity environment • Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency • Used Salesforce or a comparable CRM to manage pipeline and forecast accurately • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

🏖️ Benefits

• Medical, dental, vision benefits • 401k available