Jump - Advisor AI logo
Jump - Advisor AI

Jump uses AI to help financial managers automatically take notes, stay compliant, update their CRM, and serve clients.

Account Manager

Account ManagerSalesFull TimeRemoteMid LevelTeam 51-200Since 2023H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$75K - $105K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Account Manager

Jump - Advisor AI

• Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts • Execute value realization, renewal, and save motions proactively • Identify and close upsell and expansion opportunities within your book • Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism • Run proactive outreach cadences tied to lifecycle triggers and usage signals • Deliver customer interactions that are prepared, specific, and move the relationship forward • Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room

Job Requirements

  • 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
  • Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them
  • Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder
  • Built or executed scalable engagement playbooks in a high-velocity environment
  • Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency
  • Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
  • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

Benefits

  • Medical, dental, vision benefits
  • 401k available

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