
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.
🕒 May 20
🇺🇸 United States – Remote
💵 $80k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💵 Sales Development (SDR)
👻 Ghost score 28%
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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.
• Open new opportunities with qualified prospective customers for Jump Account Executives • Build Jump’s outbound sales motion • Deliver and source reliable, qualified pipeline every month • Carry a meetings quota • Build a pipeline of $100k ARR each month • Cold call and email prospects to book meetings • Work with financial advisor customers • Manage a high-velocity, high-volume SMB-facing sales motion • Create leverage using AI-enabled sales technology • Help Jump remain the category leader and build an exceptional workplace
• Must be a resident of United States • Willingness to work at a very early-stage technology company • Coachable, hungry, competitive, and sharp • Excellent verbal and written communication • Competitive drive and desire to win • Hustle and grit • Sharp and willing to learn • Willingness to cold call and email prospects • Ability to use AI-enabled sales technology • Ability to manage a high-velocity, high-volume SMB-facing sales motion
• Equity • Commission
Apply Now🕒 May 19
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