Jump uses AI to help financial managers automatically take notes, stay compliant, update their CRM, and serve clients.
Account Manager
Location
United States
Posted
3 days ago
Salary
$75K - $105K / year
Seniority
Mid Level
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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