Jobs at Jump - Advisor AI

Lead a Velocity account management team to hit GRR/NRR and expansion quotas by coaching reps, managing pipeline and forecasting in Salesforce, building scalable playbooks, driving AI/automation adoption, partnering on tooling and product feedback, and eliminating operational friction to scale performance.

Quota-carrying Account Manager responsible for GRR, NRR, and expansion across a high-volume book (100-200+) of Velocity RIA accounts. Proactively manage renewals, saves, and upsells using data-driven outreach, Salesforce forecasting, and scalable engagement playbooks. Leverage AI tools to increase account coverage and efficiency while maintaining deep product knowledge and clean pipeline hygiene.

Own a book of large financial-institution clients to drive adoption, retention, and expansion. Develop multi-year account strategies, close renewals and expansions, run executive business reviews, manage pipeline/forecasting in CRM, collaborate cross-functionally, and ensure client outcomes across productivity, growth, and operations.

Manage a book of mid-market RIAs and advisory firms to drive adoption, retention, expansion, and stakeholder engagement. Own account lifecycle, quota (GRR, NRR, expansion), renewals, pipeline forecasting, business reviews, cross-functional coordination, and consultative deal management to deliver advisor productivity and firm growth.

The Senior Software Engineer will design and maintain internal systems and automations for sales and marketing, focusing on integrations with CRMs and data management.

The Enterprise Account Executive will manage the sales cycle for large financial institutions, focusing on consultative selling and relationship-building while collaborating with product and success teams.

The Director of Product Marketing will lead market strategy, go-to-market execution, sales enablement, and team building to drive adoption and revenue growth in a B2B SaaS context.

The Strategic Account Executive leads the strategy for high-stakes partnerships with top global financial institutions, focusing on AI solutions. Responsibilities include stakeholder management, complex deal negotiations, and cross-functional coordination to drive business expansion.

The Staff/Principal Software Engineer will work in a remote global team, addressing software engineering challenges while fostering collaboration and clear communication.

Lead demand generation strategy, execute campaigns across channels, manage pipeline creation and acceleration, and optimize performance metrics to drive revenue.

The Growth Marketing Sr. Manager will lead customer lifecycle experiments, optimize conversion, retention metrics, and collaborate with product and sales teams on growth strategies.

The Sr. Product Marketing Manager will define market strategies, lead GTM execution, and drive sales enablement for enterprise SaaS products while ensuring alignment with product management and sales teams to enhance revenue growth and product adoption.

The Senior ABM Manager will design and execute multi-channel ABM strategies for top accounts, partner with sales for targeted campaigns, and optimize account engagement for pipeline acceleration.