Senior Software Engineer – API's, Integrations

🕒 March 20

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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

• Build and maintain internal tooling that improves Marketing and Sales velocity • Own the end-to-end GTM systems stack, ensuring reliability, observability, and clean data flows • Integrate product events into HubSpot and/or Salesforce to power segmentation, scoring, and automation • Manage ongoing data sync between BigQuery (warehouse) and CRM systems • Implement lifecycle automation to support lead/customer journeys and drive conversion and retention • Build event- and webhook-driven automations across GTM workflows (routing, enrichment, attribution) • Partner with Engineering/Product to define and maintain high-quality product event instrumentation • Develop reporting foundations that connect product usage, lifecycle stage, and revenue outcomes • Continuously improve GTM infrastructure to reduce manual work and eliminate operational friction

🎯 Requirements

• Experience building internal tooling for Marketing and Sales in a high-growth SaaS environment • Strong fluency in product event instrumentation and routing into GTM systems • Hands-on experience integrating product events and customer data into CRMs (HubSpot and/or Salesforce) • Strong understanding of data pipelines and sync patterns between a data warehouse and CRM • Comfort with APIs, webhooks, and troubleshooting distributed integrations • Experience implementing lifecycle automation across acquisition, activation, and retention workflows • Ability to own GTM systems end-to-end: architecture, reliability, data quality, and iteration • Structured, detail-oriented operator who can build, document, and maintain technical workflows that scale • Strong cross-functional collaboration with Product, Engineering, Marketing, Sales, and CS

🏖️ Benefits

• Health benefits • Equity