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SENIOR MANAGER, CUSTOMER MARKETING Location: Remote Team: Corporate Marketing Reports to: Senior Director, Corporate Marketing Compensation: 140,000-180,000 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 Jump is looking for a Senior Manager, Customer Marketing to build the customer marketing function from the ground up, turning our most successful customers into the proof, references, and advocates that represent next-gen financial advising. You'll find and tell the customer stories that give Sales and Marketing real proof to work with, build an efficient customer reference program, and create an advocacy engine that keeps customers engaged and vocal on our behalf. Along the way, you'll drive a steady output of case studies, high-production videos, and customer-first content to show real social proof everywhere it matters. 🛠️ WHAT YOU’LL DO Own Customer Marketing Strategy - Own relationships with our flagship customers and drive co-marketing strategies (case studies, joint webinars, co-presentations, joint PR) that elevate both brands. - Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals. - Own the customer marketing budget, vendor relationships, and reporting on program performance and pipeline influence. Build Customer Advocacy From the Ground Up - Design and launch Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs. - Stand up and run a Customer Advisory Board and user group programming that deepens relationships with our most engaged customers. - Create a system of recognition and rewards that turns satisfied customers into public promoters. Formalize the Customer Reference Program - Build a systematic reference program that gives Sales a reliable, always-current bench of approved customers to point to in a deal. - Own the end-to-end process: intake, approval, scheduling, and keeping references fresh and healthy over time. - Partner with Sales to close the loop on requests quickly, so no deal stalls waiting on a reference. Partner With CS on Lifecycle and Expansion - Own onboarding, adoption, and renewal communications that keep customers engaged from day one. - Partner directly with CS on upsell/cross-sell playbooks and campaigns, including onsite events that put thought leadership in front of new parts of an account to drive expansion. - Build QBR support materials and account-level nurture that turn retained revenue into expansion revenue. 🎯 WHAT SUCCESS LOOKS LIKE IN THE FIRST 6 MONTHS: - Customer Marketing Strategy: You’ve built the goals and supporting programs for a thriving customer marketing function. - Proof in Market: Multiple case studies and a thought-leadership campaign are live, along with press releases covering our major customer wins. - Reference Readiness: A formal reference program is running with Sales, with a current, healthy bench of approved references and clear SLAs. - Advocacy Engine: Jump Club and our G2 review program are live, with measurable growth in reviews, ratings, and referral volume. - Built to Scale: Logo rights and customer marketing participation are standard in new contracts, and a formal Sales handoff is in place so every new customer knows how to work with us from day one. 🙌 ABOUT YOU You may be a strong fit if you have: - 5+ years building or scaling a customer marketing function at a high-growth B2B software company, ideally from an early stage. - Creative Orientation: a track record of originating customer marketing strategies and programs, not just executing an existing playbook. - Fluency in current customer marketing best practices: reference and advocacy programs, review platforms like G2, customer communities, and how AI is changing case study and reference production. - Expert communicator and comfortable building content and relationships that resonate with senior stakeholders at major enterprise and financial services accounts. - Cross-functional Influence: a track record of getting Sales, CS, and Legal to adopt a new program or process. ✨ NICE TO HAVES - Experience working at a Series A–C company or similarly fast-moving environment. - Experience in Financial Services or Wealth Management. 🎁 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.

Design

55 days ago

Sr. UX Designer (US)

Jump · US

Pay

$120k–180k

Setting

Remote

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SENIOR UX DESIGNER (US) Location: Remote (U.S. based) / Hybrid in Draper, UT Team: Product Reports to: [Hiring manager name or title] Compensation: $120,000–$180,000, depending on experience; offers equity 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 Jump is looking for a Senior UX Designer (US) to help design beautiful, intuitive product experiences across web and mobile for financial advisors and their teams. In this role, you’ll contribute directly to product strategy and design for a primary feature area, partnering closely with a Product Manager and Engineering partners to take ideas from customer need to shipped product. You’ll create clear, thoughtful flows that guide users through complex tasks, account for important micro-interactions, and use Jump’s design system and UX patterns to create a consistent experience across the app. This is a high-impact role for someone who wants meaningful ownership, loves building quickly without sacrificing quality, and is excited to use modern design practices—including the rapid changes made possible by AI tools—to help shape the future of advisor workflows. 🛠️ WHAT YOU’LL DO - Own UX and product design for a primary feature area in close partnership with Product and Engineering. - Design beautiful, intuitive experiences for web and mobile software applications. - Translate customer needs, product requirements, and business priorities into clear user flows, interaction models, and polished designs. - Account for micro-interactions and moments of guidance that help users move confidently through their work. - Use Jump’s existing design system and UX patterns to maintain consistency across the app experience. - Propose thoughtful adjustments to design systems and patterns when they improve usability, clarity, or quality. - Move quickly while using strong judgment about what is worth designing, what customers truly need, and what the minimum is to ship a quality experience. - Collaborate across the design team and product organization to raise the bar for craft, consistency, and customer impact. - Stay current with AI-enabled design tools and evolving design workflows. - Help build Jump into a career-making, exceptional place to work. 🙌 ABOUT YOU You may be a strong fit if you have: - 4–8 years of experience designing software applications for web and mobile. - The ability to contribute directly to product and design in collaboration with your PM for a primary feature area. - Strong visual and interaction design abilities, with a portfolio that shows beautiful, intuitive product experiences. - Experience creating flows that guide users through tasks clearly while accounting for micro-interactions along the way. - Openness to feedback and the ability to iterate quickly and thoughtfully. - Strong product intuition: you can tell when customers truly need something and what is required to ship a quality experience. - Familiarity with and respect for design systems, UX patterns, and consistency across an app experience. - Comfort proposing design system or pattern adjustments when needed. - Curiosity about the rapid changes in design processes made possible by AI tools. - A direct, kind, low-drama working style and a desire to help Jump raise the bar. ✨ NICE TO HAVES - Experience designing for fintech, financial services, wealth management, or advisor-facing products. - Experience designing AI-powered, workflow-heavy, or data-intensive SaaS products. - Experience working on a small, high-ownership design team. - Experience in a startup or high-growth environment. - Familiarity with complex professional workflows where trust, compliance, and usability matter deeply. 🎁 COMPENSATION & BENEFITS - $120,000–$180,000 salary, depending on experience. - Equity. - Medical, dental, and vision insurance. - Disability, life, indemnity, and other ancillary benefits. - 401(k). - HSA, FSA, Dependent Care FSA, and commuter benefits. - Flexible PTO. - Remote or hybrid; must reside in the U.S. - Based in Draper, Utah, with occasional travel encouraged so we can get to know you. - Home office setup stipend. 🧭 INTERVIEW PROCESS Finding the ideal fit for a role is an art, so we like to keep the process flexible as we get to know you and you get to know us. That said, here are some steps you can more or less count on: 1. 🖼️ Portfolio and résumé review — We screen aggressively on portfolio sites, case studies, and résumés. This is the first, and possibly most important, moment to show your visual design abilities. 2. 🎨 Design review — A 30–45 minute conversation where we’ll spend time understanding how you make decisions, respond to feedback, and collaborate with Product and Engineering partners. 3. 🧪 Paid trial week — A paid trial week at your standard contracting rate, where you’ll be paired with a Product Manager and Engineer on a needed feature, check in daily, and collaborate with the rest of the design team. - This is as much about you getting a sense of fit as it is about us. - Availability during normal work hours is important—the closer to 40 hours, the better we’ll be able to get a feel for working together—but we know schedules vary widely and will work with you to make a plan. 4. 🎉 Offer discussion

Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.

Engineering

106 days ago

Staff/Principal Software Engineer - Brazil

Jump · US

Pay

$35–70/hr

Setting

Remote

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Staff/Principal Software Engineer - South America Hey there! We are Jumpapp.com http://Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance. Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com http://Bill.com, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more. What is the job? To succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together. If you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud. This role pays $70/hr and is for global software engineering contractors. You can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff! What is the hiring process? We have a 4 step hiring process and it takes about a week. First, you’ll be invited to a quick screening call Second, you’ll be invited to a quick coding challenge Third, if your code looks good, our final step is a short chat with our CTO Finally, you'll be invited to a trial week to work with our team Our Culture We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family. Other info: - We buy the subscriptions you need (Cursor.ai http://Cursor.ai, ChatGPT, etc) - We’re a small and efficient dev team - We’re growing gangbusters. All revenue-backed, super low churn. - Raised a $80M Series-B - $30-$70/hour depending on experience - HQ based in SLC, Utah - You can work any hours (aiming for 3 hours overlapping HQ's hours) from anywhere outside of the United States 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, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com http://Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series B company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere *Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.

Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.

113 days ago

Sr. Manager, ABM

Jump · US

Pay

Not listed

Setting

Remote

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SENIOR ABM MANAGER Location: Draper, UT or Remote Team: Marketing / Demand Generation Reports to: Senior Director, Demand Generation Compensation: [Salary range and/or variable compensation, if applicable] 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 automates the client meeting cycle and complex workflows for firms like LPL and Raymond James. 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 At Jump, we win by building deep, meaningful relationships with the world’s most prestigious financial firms. We’re looking for a Senior ABM Manager to accelerate our entry and expansion into top accounts. This role is responsible for orchestrating marketing plays that leverage the latest channels, technologies, and strategies to create conversations with prospective buyers. You’ll bring a revenue-first mindset to our highest-value opportunities, ensuring that every touchpoint—from digital campaigns to executive roundtables—is personalized, strategic, and designed to move the needle. You will sit at the center of Marketing and Sales, acting as a strategic partner to our Enterprise Sales team. This is a high-impact role for someone who can combine creativity, account strategy, AI-enabled execution, and strong sales partnership to help Jump win its most important accounts. 🛠️ WHAT YOU’LL DO OWN THE ABM STRATEGY & ACCOUNT PENETRATION - Develop and execute multi-channel ABM programs, including 1:1 and 1:few motions, for a prioritized list of high-value accounts. - Partner with Sales to identify key stakeholders within the buying committee and map personalized content and experiences to their specific pain points. - Own quarterly account-sourced and account-influenced pipeline goals, with a focus on deal velocity and new logo acquisition. CREATE HIGH-TOUCH EXPERIENCES & CAMPAIGNS - Design and lead high-impact bespoke experiences, targeted messaging, and custom moments that create a halo effect within target accounts. - Work across teams and tools to build hyper-personalized assets, including custom landing pages, direct mail, and bespoke pitch decks. - Leverage AI and other tools to accelerate asset creation and execution while maintaining Jump’s brand standards. BE A STRATEGIC SALES PARTNER - Act as a strategic partner to the Enterprise Sales team, providing the data, insights, and air cover needed to break into new logos or expand existing accounts. - Build a scalable ABM-in-a-Box framework that Sales can leverage for regional field activations. - Work with RevOps to ensure seamless account-based attribution and lead routing within Salesforce. OPTIMIZE & SCALE - Track and analyze the ROI of ABM efforts, moving beyond lead volume to measure account engagement scores, pipeline velocity, and win rates. - Implement rigorous post-campaign follow-up processes in collaboration with SDRs to ensure no high-value signal is missed. - Help build Jump into a career-making, exceptional place to work. 🙌 ABOUT YOU You may be a strong fit if you have: - 3–5 years of experience in B2B marketing, with at least 3 years specifically focused on Account-Based Marketing or Field Marketing for Enterprise SaaS. - Experience developing and executing 1:1 and 1:few ABM programs for high-value enterprise accounts. - Strong creative orientation: you understand how to leverage best practices while also developing novel approaches that fit a given industry, customer, or buying committee. - Strong AI orientation: you are comfortable using AI tools to accelerate your process and influence the broader marketing engine. - Executive presence: you can design experiences and content that resonate with C-suite executives at major financial institutions. - High-velocity operating style: you can thrive in a fast-paced environment and pivot strategies based on real-time Sales feedback. - Strong analytical instincts and comfort measuring ABM impact through account engagement, pipeline velocity, win rates, and revenue influence. - Excellent cross-functional collaboration skills across Sales, Marketing, RevOps, SDRs, and executive stakeholders. - A direct, kind, low-drama working style and a desire to help Jump raise the bar. ✨ NICE TO HAVES - Experience in the financial services or wealth management vertical. - Experience selling or marketing to enterprise financial institutions. - Experience with Salesforce and account-based attribution workflows. - Experience building ABM programs from early stage to scalable repeatable motion. - Experience creating custom landing pages, direct mail, bespoke pitch decks, executive roundtables, or other high-touch account experiences. 💡 WHY THIS ROLE MATTERS In the financial services industry, relationships are everything. In this role, you aren’t just a marketer—you are a Growth Architect. You will shape how the most influential firms in the world perceive Jump and create the strategic pathways that lead to our largest partnerships. Your work will help Jump deepen relationships with top accounts, accelerate enterprise pipeline, and build repeatable plays that power the next stage of growth. 🎁 COMPENSATION & BENEFITS - Competitive Salary - Equity. - Medical, dental, and vision benefits. - 401(k) available.

Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.

Analyst · Contract

148 days ago

QA Analyst (Global Contract)

Jump · US

Pay

$8–10/hr

Setting

Remote

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JOB DESCRIPTION Who are we? Hey there! We are Jumpapp.com http://Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance. Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com http://Bill.com, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more. Job Description: As a Quality Assurance Specialist, you will be responsible for thoroughly testing software changes, reporting bugs and creating test artifacts including but not limited to test cases, checklists, shared testing data. You will play a crucial role in ensuring our product meets the highest standards of quality while supporting and improving our release velocity. We’re looking for someone who can treat this as their primary professional commitment and be reliably available during agreed working hours. This role requires consistent focus throughout the week and is not well-suited for candidates juggling multiple full-time contracts. Skills and Qualifications: - Strong analytical and critical thinking skills to be able to evaluate, understand, and clarify requirements, and develop a testing strategy to cover the requirements adequately. - Ability to effectively troubleshoot, and prioritize bugs, including clear concise bug reporting. - Strong testing skills, and deep knowledge of various testing types. - Strong sense of ownership, and a proactive, independent problem-solving mindset. - Exemplary verbal and written communication skills, essential for effective asynchronous and remote collaboration. - Demonstrated success working independently in a fully remote environment. This role requires exceptional self-management, high autonomy, and the ability to effectively manage your time and projects with minimal oversight. - Positive attitude and growth mindset. - An eye for what slows teams down and an ability to surface opportunities for improvement. You have experience with: - Web, mobile, backend, AI tooling hands-on testing - Risk-based and context-driven testing - End-to-end testing ownership - Developing a subject matter expertise of the products and systems under test - Advocating for quality throughout the SDLC - Reviewing and analyzing requirements - Defining holistic testing approaches - Bug triages - Working closely with product and engineering from early stages of development What is the hiring process? 1. Intro screen call. 2. Paid 8-hour trial where you will be testing our app and reporting the bugs you find. 3. 60-minute deep dive into your background and QA approach. 4. 30-minute interview with the team to assess team fit. Our Culture We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama. Other info: - HQ based in SLC, Utah - You can work any hours aiming for at least 3 hours overlapping HQ's hours from anywhere outside of the United States 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, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com http://Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere

Listed by Jump for a position based in the United States. Employers on this board attest they are hiring domestically.

Sales

180 days ago

Strategic Account Executive

Jump · US

Pay

$150k–175k

Setting

Remote

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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.

Sales

188 days ago

Enterprise Account Executive

Jump · US

Pay

$250k–280k

Setting

Remote

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📍 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.

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