Teams at Jump - Advisor AI

Generate qualified opportunities and pipeline for Account Executives through high-volume outbound prospecting. Conduct cold calls and emails, book meetings, meet activity and pipeline quotas, and support the development of Jump’s outbound sales motion. The role serves financial advisor customers and uses AI-enabled sales technology to improve productivity. Success requires strong communication, competitiveness, initiative, coachability, and comfort working in an early-stage, fast-paced software company.

Administer and optimize Salesforce environments supporting GTM and RevOps teams. Configure objects, fields, layouts, validation rules, flows, reports, dashboards, permissions, and security settings. Build automations and data flows, manage imports and data cleanup, troubleshoot issues, audit system integrity, gather stakeholder requirements, provide user support and documentation, and collaborate with vendors on scalable Salesforce initiatives.

Own and build Jump’s paid and organic performance marketing engine across search, social, display, video, SEO, AI visibility, and CRO. Manage strategy, hands-on optimization, testing, attribution, Salesforce reporting, budget allocation, and agency relationships. Drive pipeline efficiency, improve conversion and ROAS, test new channels, and build scalable programs and team capabilities.