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Strategic Account Executive
Jump · US
Pay
$150k–175k
Setting
Remote
ROLE OVERVIEW
As a Strategic Account Executive at Jump, you will be the lead architect for our most significant and complex partnerships. You won't just manage a territory; you will own the end-to-end strategy for acquiring and expanding within the world’s largest and most prestigious financial institutions. You will navigate massive, multi-entity organizations to secure foundational partnerships that redefine how they leverage AI. This is a high-impact role requiring a blend of visionary selling, political navigation, and rigorous execution.
KEY RESPONSIBILITIES:
- Targeted Strategic Pursuit: Identify and lead the pursuit of "Top 25" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers.
- C-Suite Influence: Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning Jump’s AI roadmap with the client’s overarching digital transformation goals.
- Complex Deal Architecture: Lead the negotiation of high-complexity, multi-million dollar contracts involving intricate legal, security, and data privacy requirements.
- Cross-Functional Orchestration: Act as the "internal CEO" for your accounts, coordinating efforts across Product, Engineering, Legal, and Customer Success to ensure we over-deliver on strategic commitments.
- Category Leadership: Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations.
- Expansion Strategy: Beyond the initial "land," you will develop strategies for "expanding" Jump’s footprint across various business units and international geographies within the parent organization.
ABOUT YOU:
- Minimum 8+ years of experience in Enterprise/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas.
- Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal "red tape" common in global firms.
- Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines.
- You sell outcomes, not features. You can articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike.
- Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive.
- You thrive in a "Direct + Kind + No Drama" environment and take full ownership of your book of business without needing a manual.
ABOUT JUMP
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share and customer satisfaction, serving industry giants like LPL, Osaic, Raymond James, and Cetera. Backed by Battery, Sorenson, and Citi, Jump is led by a world-class team from Google, Snowflake, and JPMorgan.
COMPENSATION
- $300K - 350K OTE
- Significant Equity Stake
- Comprehensive Benefits: Medical, dental, vision, and 401k.
Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.
Enterprise Account Executive
Jump · US
Pay
$250k–280k
Setting
Remote
📍 Location: Remote / Draper, UT Hybrid
👥 Team: Sales
🙋 Reports to: Jeff Monson
💰 Compensation: $250K - $280K OTE on a 50/50 split
🗂️ Role type: Full-time
🚀 ABOUT JUMP
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
Jump’s team values are:
🏎️💨 High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed.
🌎 World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.
🤝 Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.
🎯 ABOUT THE ROLE
As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand each client’s needs and deliver tailored solutions that drive real business outcomes.
You’ll partner closely with Product, Customer Success, Marketing, and executive teams to ensure success for Jump’s most important customers and prospects.
This is a high-impact role for someone who is excited to sell category-leading AI technology into complex financial services organizations, thrives in long-cycle enterprise sales, and wants to help transform the advisor and client experience.
🛠️ WHAT YOU’LL DO
- Prospect, manage, and close new business with large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms.
- Drive discovery calls, demos, and collaborative solution design for prospective clients.
- Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, workflows, compliance needs, and buying processes.
- Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
- Build strong relationships with executive, technical, compliance, and business stakeholders on the client side.
- Collaborate cross-functionally with Product, Customer Success, Marketing, 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, competitive dynamics, and opportunities across financial services.
- Help Jump stay the category leader, trusted and loved by customers.
🙌 ABOUT YOU
You may be a strong fit if you have:
- 5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
- Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
- Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
- Strong understanding of financial services workflows, buying processes, and compliance requirements.
- Excellent communication, negotiation, and presentation skills, both verbal and written.
- Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
- High ownership, self-motivation, resourcefulness, and strong judgment.
- Experience using CRM tools such as Salesforce, HubSpot, or similar.
- Bachelor’s degree or equivalent experience preferred.
- A direct, kind, low-drama working style and a desire to help Jump raise the bar.
✨ NICE TO HAVES
- Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
- Experience working at a Series A–C company or similarly fast-moving environment.
- Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
- Experience partnering closely with Product, Customer Success, Marketing, and executive teams in strategic sales cycles.
🎁 BENEFITS
- ISO Equity options
- Uncapped Paid Vacation
- $0 Medical insurance premium for the whole family
- $500 Workspace Setup Stipend
- Dental, vision, & Indemnity coverage
- HSA, FSA, & Dependent Care FSA
- Company-paid Life Insurance
- Tax-free Commuter savings
- 401(k) available
Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.
Mid Market Account Executive
Jump · US
Pay
$110k
Setting
Remote
Mid Market Account Executive
Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.
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