Title – Sales Manager
Reports To – Tobin Bennion, Head of Sales
Location – Remote (US preferred)
As our Sales Manager, you’ll own and scale Jump’s outbound motion. You’ll lead a team of Account Executives focused on creating pipeline, coach for high performance, and drive outbound process excellence. You’ll be responsible for building a rigorous and repeatable outbound engine that helps Jump accelerate growth in the financial services market.
You’ll be accountable for team development, outbound execution, accurate forecasting, and cross-functional alignment with AEs and RevOps. You’ll help us stay world-class by investing in both systems and people.
Help Jump stay the category leader, trusted and loved by customers
Help build Jump into a career-making, exceptional place to work
You want to have real impact helping to build an early-stage AI software company serving financial advisors and other financial services professionals.
You understand what it means to work at a very early stage tech company and are super excited about the related opportunities and challenges.
You are obsessed with performance, coaching, and helping others grow.
You love bringing discipline and clarity to outbound sales teams.
Managed a high-performing outbound Account Executives at a SaaS company
Built or refined outbound systems, including Salesforce workflows
Owned or contributed to forecasting and pipeline analysis
Led effective 1:1s, team meetings, and performance coaching
Demonstrated strong follow-through and clear communication
Preferred:
Experience selling to or working with financial services or fintech
Familiarity with high-velocity sales cycles
Worked at a company during the Series A–C stages
Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI. Our vision is to bring practical and safe AI to hundreds of thousands of finserv professionals while building a meaningful company that accelerates the careers of all Jump team members. Learn more about Jump’s products at jump.ai.
Jump was launched in January 2024 by a team of experienced fintech entrepreneurs. Jump’s team of 100+ is led by people from Harvard, Stanford, Google, JPMorgan, Snowflake, Fidelity, AuditBoard, Bain Capital Ventures, Bill.com, and others with deep experience in AI, big data, and financial advisory.
Jump is used by 10,000+ finserv users at globally respected financial institutions and small independent RIAs alike. Our products have been recognized with industry awards and by advisor networks as the leading solution in our category. Customers describe Jump as “gamechanging” and “best tech since CRM.”
Jump is a Series A company, backed by $25M in venture capital from Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures.
Our team values: Velocity, Show Up, World Class, Direct/Kind/No Drama, and Day 1.
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
