Tech Touch Account Manager

Job not on LinkedIn

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $63k - $76.5k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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 save rate and GRR for the Tech Touch segment • Handle cancellation, non-renewal, and downsize requests, identifying customer reasons and appropriate offers • Log every case in Salesforce and track churn reasons • Field replies to automated renewal, onboarding, adoption, and expansion outreach • Monitor automated sequences and identify improvements when reply, save, or expansion rates decline • Improve messaging and triggers using customer feedback • Work a target list of expansion accounts • Own NRR and expansion for the segment • Maintain clean pipeline and accurate forecasting in Salesforce • Handle billing, pricing, seat-change, and contract-term questions from Intercom • Partner with CX, Billing, and RevOps to provide clear customer answers

🎯 Requirements

• 1-3 years in account management, customer success, support, or sales at a B2B SaaS company • Experience working a high-volume, low-touch book, ideally with save, retention, or expansion targets • Experience handling cancellation or churn-prevention conversations with measurable results • Experience using Salesforce or a comparable CRM to manage pipeline and forecast accurately • Experience using automation, sequencing, or AI tools such as Intercom or Nooks to improve efficiency • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs • Must be legally authorized to work in the United States • Must not require sponsorship for employment visa status to legally work in the United States

🏖️ Benefits

• Medical, dental, vision benefits • 401k available • Remote work arrangement

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