Velocity Account Manager

Jump Advisor AI - Velocity Account Manager

About the Role

The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is a quota-carrying role where commercial instinct is the differentiator: you know how to work a large book efficiently, stay ahead of risk, and find expansion.

You will operate in a fast-moving, signal-rich environment. The expectation is that you use every tool available to cover more ground without sacrificing quality. The right person for this role gets energized by commercial targets and builds systems that make them more effective over time.

What You'll Own

Book and Quota

• Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts

• Execute value realization, renewal, and save motions proactively

• Identify and close upsell and expansion opportunities within your book

• Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism

Customer Engagement

• Run proactive outreach cadences tied to lifecycle triggers and usage signals

• Deliver customer interactions that are prepared, specific, and move the relationship forward

• Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room

About You

• You are commercially wired: retention is the floor, expansion is the goal

• You run a tight operation - organized, consistent, never lets an account go dark

• You use data and signals to prioritize

• You communicate clearly and get to the point; you do not over-explain

• You are an active user of AI tools and bring that into how you manage your book

• You are comfortable with ambiguity and move fast in a startup environment

What You've Done

• 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company

• Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them

• Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder

• Built or executed scalable engagement playbooks in a high-velocity environment

• Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency

• Used Salesforce or a comparable CRM to manage pipeline and forecast accurately

• Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

Compensation and Benefits

• Compensation: $100,000-$140,000 OTE | 75/25 base/variable split (Base range: $75,000 - $105,000)

• Medical, dental, vision benefits

• 401k available

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.