Manager, Velocity Account Management

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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 team-level GRR, NRR, and expansion quota across the Velocity book • Drive consistent attainment through weekly deal reviews, accurate pipeline management in Salesforce, and ensuring each rep executes saves, upsells, and time-sensitive actions on time • Maintain accurate team-level pipeline and forecasting in Salesforce; surface risks early • Analyze performance data across the Velocity book to identify what is working and what is not, then translate those patterns into decisions: which accounts to prioritize, which playbooks to double down on, and where manual effort is not producing return • Build and maintain scalable playbooks for the Velocity segment: proactive outreach cadences, renewal workflows, save motions, and upsell triggers • Lead adoption of AI and automation tools to scale rep output: build workflows that reduce manual work, set the standard for how the team operates, and hold the bar high • Partner with AM Operations and Product to evaluate new tooling, contribute to the tech stack roadmap, and feed learnings from the Velocity motion back into product development • Identify and eliminate operational friction • Lead structured weekly 1:1s with each Velocity AM focused on deal review, skill development, and accountability • Review customer calls and scorecards to identify execution gaps in objection handling, renewal conversations, product depth, and commercial instinct • Coach reps through specific deal situations, not just frameworks -- join customer calls when needed to model and reinforce high-quality engagement • Partner with leadership on hiring, onboarding, and ramping new Velocity AMs as the team scales

🎯 Requirements

• 3-6 years of quota-carrying experience in account management or sales at a B2B SaaS company, including at least 1-2 years in a team lead or management capacity • Led or managed a team carrying NRR, GRR, or expansion quota with accountability for team-level attainment • Used data and cohort-level analysis to make strategic decisions about account prioritization, resource allocation, or motion design in a high-volume environment • Coached reps through high-volume account management: renewals, saves, upsells, and scalable engagement programs • Built or improved account management playbooks, engagement cadences, or operational workflows in a fast-moving environment • Used Salesforce or a comparable CRM to manage team pipeline, run deal reviews, and produce accurate forecasts • Demonstrated use of AI tools to improve CS efficiency, rep output, or customer engagement quality • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

🏖️ Benefits

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