Mid-Market 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

• As an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. • You will 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. • Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers. • Run business reviews with firm leadership to demonstrate value and align on next steps. • Build relationships across your accounts - 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 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas • Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention • Experience with consultative deal management across multiple stakeholders • Strong understanding of financial services workflows, advisory firm operations, and client management practices • Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals • High degree of ownership, self-motivation, and resourcefulness • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

🏖️ Benefits

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