Jump - Advisor AI

• Own product strategy and roadmap for Meet and the operating system with flexibility to extend into adjacent product areas • Lead and develop a team of 4–6 PMs: hiring, onboarding, career development, and performance management • Partner with engineering and design leadership to drive roadmap execution, quality, and velocity • Set the bar for PM craft at Jump: frameworks, processes, documentation, and team norms that raise everyone’s output • Drive cross-functional alignment on roadmap, pricing and packaging, and integration points with Jump’s broader product surface • Represent the product perspective in executive and go-to-market conversations. Bring commercial clarity and customer insight into every strategic discussion • Hold the team accountable to outcomes, not just outputs: clear success metrics, honest PMF assessment, and proactive communication when things aren’t working

• Empower financial advisors with AI-driven solutions • Collaborate with a modern tech stack to enhance workflows • Participate in a 4-step hiring and on-boarding process • Embrace a culture of collaboration and skill development

• Define the vision and strategy for a new product area across financial advisor use cases • Define what early product-market fit signals look like for each opportunity, and be honest when they're not moving • Design and run rapid testing cycles: customer interviews, lightweight prototypes, pilot programs, and early access cohorts • Have an entrepreneurial instinct to not just learn but to deliver value as quickly as possible • Work cross functionally for pricing and packaging decisions and integrating the new products within natural points of the advisor’s workflow

• Develop and execute a comprehensive regional field marketing plan aligned with sales goals and enterprise account targets. • Own quarterly field-marketing-sourced and influenced pipeline goals, partnering closely with regional sales leadership. • Help us develop creative executive experiences that reflect our brand ambition and “break through” in novel ways. • Lead the strategy, sourcing, and execution for all regional events, including VIP dinners, executive briefings, and local user groups. • Manage localized sponsorships and presence at regional industry chapters and partner events. • Handle all regional logistics, including venue sourcing, localized contract negotiations, and onsite operations. • Serve as the primary marketing liaison for regional sales leadership, ensuring tight alignment on territory priorities. • Equip local sales and SDR teams with localized pre- and post-event outreach playbooks to maximize attendance and conversion. • Implement rigorous post-event follow-up processes to ensure seamless lead routing and rapid pipeline conversion. • Track and analyze the ROI of every regional initiative, measuring actual pipeline impact, velocity, and customer acquisition costs. • Partner with RevOps to ensure flawless lead data capture and multi-touch attribution in Salesforce. • Manage the regional field marketing budget with precision, ensuring high-impact spend and resource allocation.

• Own market strategy & positioning • Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews. • Position our platform with an eye towards enhancing our competitive differentiation and value proposition • Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research. • Lead Go-To-Market (GTM) execution • Own the end-to-end GTM strategy for relevant new product launches, feature updates, and market expansions. • Execute our "launch playbook" to ensure consistency and impact across all internal and external channels. • Define and evolve pricing and packaging for your product area • Drive sales enablement • Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates. • Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit. • Train customer-facing teams on new messaging to ensure a unified voice in the market. • Shape campaign strategy • Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning. • Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility. • Act as the "voice of the customer" in executive GTM planning and forecasting for your business line.

• Own the ABM Strategy & Account Penetration • Develop and execute multi-channel ABM programs • Partner with Sales to identify key stakeholders • Own quarterly account-sourced and account-influenced pipeline goals • Design and lead high-impact experiences and campaigns • Act as a Strategic Partner to the Enterprise Sales team • Track and analyze the ROI of ABM efforts

• Own content strategy & brand narrative • Define and evolve our editorial strategy and content roadmap based on deep market research, customer interviews, and our enterprise buyer personas. • Position Jump as the definitive thought leader in the financial services AI space by producing high-authority, research-backed content. • Ensure absolute consistency in brand voice, tone, and messaging across all marketing channels and assets. • Drive pipeline & lead generation content • Partner with the Demand Gen and Growth teams to architect full-funnel content campaigns (e.g., whitepapers, webinars, case studies, and infographics) that accelerate the sales cycle. • Oversee SEO strategy and execution to continuously improve organic visibility, keyword rankings, and high-intent inbound traffic. • Analyze content performance metrics (traffic, conversions, pipeline impact) to ruthlessly prioritize high-performing content formats. • Scale content operations & execution • Manage external freelancers/agencies and potentially bring on additional internal resources over time. • Implement robust content operations frameworks to streamline the ideation, production, legal/compliance approval, and localization of content. • Leverage modern AI tools to optimize content research, distribution, and scaling without sacrificing quality or brand integrity. • Support product & sales enablement through storytelling • Collaborate with Product Marketing to translate complex product capabilities and AI technicalities into digestible, value-driven customer stories. • Turn internal data, customer win-stories, and proprietary insights into compelling case studies and industry benchmark reports.

• Own the Event Strategy & Pipeline • Develop a comprehensive annual events calendar (major industry trade shows, regional roadshows, partner events, and proprietary summits). • Utilize best practices as well as creative approaches to help us develop novel experiences for prospective customers. • Own quarterly event-sourced and event-influenced pipeline goals in partnership with Sales. • Lead the vision for booth design, creative storytelling, and "on-floor" experiences that make Jump the most talked-about brand at any show. • Manage all logistics, including contract negotiations, vendor management, and onsite operations. • Design high-impact "fringe" events (VIP dinners, after-parties, and executive briefings). • Build a scalable "event-in-a-box" framework for regional field marketing and partner-led events. • Collaborate with Brand Marketing to ensure our on-stage presence and demos are world-class. • Hire and mentor a small team of event professionals as we continue our rapid growth. • Track and analyze the ROI of every event, moving beyond "booth scans" to measure actual pipeline impact and CAC. • Implement rigorous post-event follow-up processes in collaboration with the SDR and Sales teams. • Manage the total events budget with precision, ensuring high-impact spend. • Partner with RevOps to ensure seamless lead routing and attribution from the event floor to Salesforce.

• Own Jump's engagement strategy end-to-end: define what frequency, breadth, and depth mean for our advisor base and build the roadmap to get there • Instrument and move the engagement metrics that matter and build the visibility that makes them actionable across the org • Identify the product changes, in-app experiences, and behavioral moments that drive durable engagement • Partner with cross-functionally to understand where advisors fall off and design interventions that pull them back before they churn • Run structured experiments; validate with data, ship with conviction, and communicate results clearly to leadership

• Own market strategy & positioning • Define and evolve our ICP (Ideal Customer Profile) and buyer personas through deep market research and customer interviews. • Position our platform with an eye towards enhancing our competitive differentiation and value proposition • Partner with product management to define our roadmap based on competitive intelligence, market sizing, and customer research. • Lead Go-To-Market (GTM) execution • Own the end-to-end GTM strategy for new product launches, feature updates, and market expansions. • Develop the "launch playbook" to ensure consistency and impact across all internal and external channels. • Define and evolve pricing and packaging for new and existing capabilities • Drive sales enablement • Equip the sales team with battlecards, pitch decks, and case studies that accelerate the sales cycle and improve win rates. • Partner with Sales and RevOps to analyze win/loss data, identifying gaps in our narrative or product-market fit. • Train customer-facing teams on new messaging to ensure a unified voice in the market. • Shape campaign strategy • Align with Demand Gen to ensure campaign offers and content are rooted in strong product positioning. • Work closely with Content Marketing to produce high-authority thought leadership that builds brand credibility. • Act as the "voice of the customer" in executive GTM planning and forecasting. • Build and mentor a team • Hire highly capable PMMs willing to work in a rapidly scaling business environment. • Embed AI-first thinking into each step of our team and processes. • Nurture and mentor team members on and outside your team.