About the Role
As an Enterprise Account Manager at Jump, you'll be the primary relationship holder for a focused book of large financial institutions - responsible for adoption, retention, expansion, and C-suite engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book.
Key Responsibilities
- Lead consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy
- Develop, negotiate, and close high-value expansion and renewal deals across multi-stakeholder organizations
- Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers
- Build relationships across executive, technical, and business stakeholders - you are never dependent on a single contact
- Collaborate cross-functionally with account executives, enablement, product, 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, and the competitive landscape
About You
- Minimum 5 years of experience in enterprise SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
- Proven success managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- Excellent communication and negotiation skills - comfortable running executive conversations and closing complex deals
- High degree of ownership, self-motivation, and resourcefulness
- Bonus: Experience in fintech, wealthtech, or financial services; experience building enterprise AM programs at a high-growth startup
Compensation and Benefits
$145K - $168K OTE 75/25 split
Equity
Medical, dental, vision benefits
401k available
Skills Required
- Minimum 5 years of enterprise SaaS account management (quota-carrying) or sales with a track record of exceeding quotas
- Proven success managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- Excellent communication and negotiation skills, comfortable leading executive conversations and closing complex deals
- High degree of ownership, self-motivation, and resourcefulness
- Experience managing a robust pipeline and providing accurate forecasting/reporting using CRM tools
- Experience in fintech, wealthtech, or financial services
- Experience building enterprise account management programs at a high-growth startup
What We Do
Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more
