Account Manager

Job not on LinkedIn

🕒 July 2

🇺🇸 United States – Remote

💵 $75k - $105k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 27%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 large book of Velocity RIA accounts • Execute value realization, renewal, and save motions proactively • Identify and close upsell and expansion opportunities • Maintain clean pipeline and accurate forecasting in Salesforce • Run proactive outreach cadences tied to lifecycle triggers and usage signals • Deliver prepared, specific customer interactions that move relationships forward • Maintain deep product knowledge across Jump’s core features and roadmap

🎯 Requirements

• 2–4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company • Experience owning a high-volume book with measurable GRR, NRR, or expansion targets and achieving them • Experience using data and usage signals to prioritize accounts and time outreach • Experience building or executing scalable engagement playbooks in a high-velocity environment • Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency • Experience using Salesforce or a comparable CRM to manage pipeline and forecast accurately • Comfortable with ambiguity and moving quickly in a startup environment • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers • Legally authorized to work in the United States • Must not require employment visa sponsorship

🏖️ Benefits

• Medical, dental, and vision benefits • 401(k) available • Equity offered • Commission/variable compensation with a 75/25 base/variable split

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