Title - Product Specialist
Reports To - Som Ameri (Product Specialist Manager)
Location - Draper, UT
mostly in person, some work-from-home
About the Role
Become a trusted expert on all things Jump, relied on by Jump customers and prospects. Help manage Jump’s customer support desk, responding quickly and competently to financial advisors’ questions, issues, and requests. Keep track of pending customer issues, and keep customers up-to-date on the status of those issues. Write Jump help articles and steer customers towards these articles. Contribute wherever needed. Jump is a customer-experience-obsessed company, so this is a very important role on the team.
Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom.
Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)
Debug and resolve some customer issues live over Zoom calls.
Leave our customers feeling delighted with your interactions.
Be a Jump expert and constantly educate users on how to get the most out of Jump’s features.
Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams.
Help establish Jump as the category leader, trusted and loved by customers.
Help build Jump into a career-making, exceptional place to work.
About You
You are a top-5% writer + verbal communicator – clear, professional, and quick.
You learn and work quickly and independently.
You are meticulous, detail-oriented, and great at multi-tasking.
You are a relationship builder, and a professional and personable ambassador of any brand you represent.
You are responsible and take accountability.
You are comfortable using technical interfaces, and good at thinking methodically about why something might not be working, though you do not need to know anything about computer programming, math, or AI.
You understand what it means to work at an early-stage tech company and are excited about the related opportunities and challenges.
You are excited by the prospect of helping financial advisors leverage cutting-edge AI.
What You’ve Done
You were a high-performing student in high school and college. (College degree required.)
Helpful if you have 1-5 years of professional experience, preferably in a customer-facing role in tech, though we do also hire new college grads.
About Jump
Jump’s mission is to help financial advisors and their clients thrive by building the definitive AI Assistant for Financial Advisors.
Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, Bill.com, WeWork, and other experience in big data, AI, and insurtech.
Jump’s culture:
Jump Velocity: Work intensely fast at A performance levels
Show Up: We trust each other to deliver, use good judgment, and close the loop
Stay Direct + Kind + Grounded
We believe in building tight teams of extraordinarily capable people. Come and join us on our mission to transform the client and advisor experience with cutting-edge AI technology, and help those who help safeguard the financial future of everyday people everywhere.
Remote restrictionsMust be a resident of United States
Top Skills
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
