Senior Manager, Customer Marketing

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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 relationships with flagship customers and drive co-marketing strategies, including case studies, joint webinars, co-presentations, and joint PR • Build the case study and thought leadership engine for Sales proof points and visible wins in new verticals • Own the customer marketing budget, vendor relationships, and reporting on program performance and pipeline influence • Design and launch Jump Club, referral, review, and community programs • Stand up and run a Customer Advisory Board and user group programming • Create recognition and rewards systems to turn satisfied customers into public promoters • Build and operate a systematic customer reference program, including intake, approval, scheduling, and reference maintenance • Partner with Sales to respond to reference requests and prevent deal delays • Own onboarding, adoption, and renewal communications • Partner with Customer Success on upsell/cross-sell playbooks, campaigns, and onsite events • Build QBR support materials and account-level nurture programs to drive expansion revenue • Build the customer marketing function, launch case studies and thought-leadership campaigns, establish reference readiness, and scale advocacy programs

🎯 Requirements

• 5+ years building or scaling a customer marketing function at a high-growth B2B software company, ideally from an early stage • Track record of originating customer marketing strategies and programs, not just executing an existing playbook • Fluency in customer marketing best practices, including reference and advocacy programs, G2, customer communities, and AI-enabled case study and reference production • Expert communication skills and comfort building content and relationships with senior stakeholders at major enterprise and financial services accounts • Track record of getting Sales, Customer Success, and Legal to adopt new programs or processes • Experience at a Series A–C company or similarly fast-moving environment is a nice to have • Experience in Financial Services or Wealth Management is a nice to have • Application requires legal authorization to work in the United States • Application asks whether employment visa sponsorship will be required

🏖️ Benefits

• ISO Equity options • Uncapped Paid Vacation • $0 Medical insurance premium for the whole family • $500 Workspace Setup Stipend • Dental, vision, & Indemnity coverage • HSA, FSA, & Dependent Care FSA • Company-paid Life Insurance • Tax-free Commuter savings • 401(k) available