Jump Advisor AI - Account Manager, Mid-Market
About the Role
As an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder 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 understand each firm's goals, pain points, and priorities - and translate that into a clear account strategy
- Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers
- Run business reviews with firm leadership to demonstrate value and align on next steps
- Build relationships across your accounts - 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 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
- Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
- Experience with consultative deal management across multiple stakeholders
- Strong understanding of financial services workflows, advisory firm operations, and client management practices
- Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals
- High degree of ownership, self-motivation, and resourcefulness
- Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers
Compensation and Benefits
125K - 170K OTE 75/25 split
Equity
Medical, dental, vision benefits
401k available
Skills Required
- Minimum 3 years of SaaS account management (quota-carrying) or sales with a track record of exceeding quotas
- Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
- Experience with consultative deal management across multiple stakeholders
- Strong understanding of financial services workflows, advisory firm operations, and client management practices
- Experience managing pipeline, forecasting, and reporting using CRM tools
- Excellent communication and negotiation skills; comfortable running business reviews and closing renewal and expansion deals
- High degree of ownership, self-motivation, and resourcefulness
- Experience in fintech, wealthtech, or familiarity with broker-dealers (bonus)
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
