Teams at Jump - Advisor AI

Manage a high-volume customer help desk for financial advisors, responding to questions, troubleshooting issues over Zoom, tracking resolutions, educating users, and communicating recurring issues and feature requests to product and engineering teams. The role requires strong written and verbal communication, technical problem-solving, meticulous multitasking, and a customer-focused approach in an early-stage AI technology company.

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.