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.

Mid-Market Account Manager

Account ManagerSalesFull TimeRemoteSeniorTeam 51-200Since 2023H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

3 days ago

Salary

$125K - $170K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Mid-Market Account Manager

Jump - Advisor AI

• As an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. • You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. • Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers. • Run business reviews with firm leadership to demonstrate value and align on next steps. • Build relationships across your accounts - you are never dependent on a single contact. • Collaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycle. • Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting. • Stay ahead of industry trends, client challenges, and the competitive landscape.

Job Requirements

  • Minimum 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
  • Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
  • Experience with consultative deal management across multiple stakeholders
  • Strong understanding of financial services workflows, advisory firm operations, and client management practices
  • Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals
  • High degree of ownership, self-motivation, and resourcefulness
  • 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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