Jump uses AI to help financial managers automatically take notes, stay compliant, update their CRM, and serve clients.
Manager, Velocity Account Management
Location
United States
Posted
3 days ago
Salary
$153K - $200K / year
Seniority
Senior
Job Description
Manager, Velocity Account Management
Jump - Advisor AI
• Own team-level GRR, NRR, and expansion quota across the Velocity book • Drive consistent attainment through weekly deal reviews, accurate pipeline management in Salesforce, and ensuring each rep executes saves, upsells, and time-sensitive actions on time • Maintain accurate team-level pipeline and forecasting in Salesforce; surface risks early • Analyze performance data across the Velocity book to identify what is working and what is not, then translate those patterns into decisions: which accounts to prioritize, which playbooks to double down on, and where manual effort is not producing return • Build and maintain scalable playbooks for the Velocity segment: proactive outreach cadences, renewal workflows, save motions, and upsell triggers • Lead adoption of AI and automation tools to scale rep output: build workflows that reduce manual work, set the standard for how the team operates, and hold the bar high • Partner with AM Operations and Product to evaluate new tooling, contribute to the tech stack roadmap, and feed learnings from the Velocity motion back into product development • Identify and eliminate operational friction • Lead structured weekly 1:1s with each Velocity AM focused on deal review, skill development, and accountability • Review customer calls and scorecards to identify execution gaps in objection handling, renewal conversations, product depth, and commercial instinct • Coach reps through specific deal situations, not just frameworks -- join customer calls when needed to model and reinforce high-quality engagement • Partner with leadership on hiring, onboarding, and ramping new Velocity AMs as the team scales
Job Requirements
- 3-6 years of quota-carrying experience in account management or sales at a B2B SaaS company, including at least 1-2 years in a team lead or management capacity
- Led or managed a team carrying NRR, GRR, or expansion quota with accountability for team-level attainment
- Used data and cohort-level analysis to make strategic decisions about account prioritization, resource allocation, or motion design in a high-volume environment
- Coached reps through high-volume account management: renewals, saves, upsells, and scalable engagement programs
- Built or improved account management playbooks, engagement cadences, or operational workflows in a fast-moving environment
- Used Salesforce or a comparable CRM to manage team pipeline, run deal reviews, and produce accurate forecasts
- Demonstrated use of AI tools to improve CS efficiency, rep output, or customer engagement quality
- Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers
Benefits
- Equity
- Medical, dental, vision benefits
- 401k available
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