Enterprise 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

• Manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. • Lead consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy • Develop, negotiate, and close high-value expansion and renewal deals across multi-stakeholder organizations • Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers • Build relationships across executive, technical, and business stakeholders - you are never dependent on a single contact • Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting • Stay ahead of industry trends, client challenges, and the competitive landscape

🎯 Requirements

• Minimum 5 years of experience in enterprise SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas • Proven success managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention • Deep experience with consultative, multi-stakeholder deal management and C-suite engagement • Strong understanding of financial services workflows, compliance requirements, and advisory firm economics • Excellent communication and negotiation skills - comfortable running executive conversations and closing complex deals • High degree of ownership, self-motivation, and resourcefulness • Bonus: Experience in fintech, wealthtech, or financial services; experience building enterprise AM programs at a high-growth startup

🏖️ Benefits

• Equity • Medical, dental, vision benefits • 401k available