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Own a book of large financial-institution clients to drive adoption, retention, and expansion. Develop multi-year account strategies, close renewals and expansions, run executive business reviews, manage pipeline/forecasting in CRM, collaborate cross-functionally, and ensure client outcomes across productivity, growth, and operations.

The Senior ABM Manager will design and execute multi-channel ABM strategies for top accounts, partner with sales for targeted campaigns, and optimize account engagement for pipeline acceleration.

Lead corporate brand strategy, narrative, and integrated marketing campaigns for a B2B SaaS AI platform. Oversee PR, content, events, agencies, and internal teams; align Product, Demand Gen, and Sales; scale marketing operations using AI tools; measure brand sentiment, organic growth, and pipeline contribution; secure executive thought leadership and major PR activations.

Lead a Velocity account management team to hit GRR/NRR and expansion quotas by coaching reps, managing pipeline and forecasting in Salesforce, building scalable playbooks, driving AI/automation adoption, partnering on tooling and product feedback, and eliminating operational friction to scale performance.

Quota-carrying Account Manager responsible for GRR, NRR, and expansion across a high-volume book (100-200+) of Velocity RIA accounts. Proactively manage renewals, saves, and upsells using data-driven outreach, Salesforce forecasting, and scalable engagement playbooks. Leverage AI tools to increase account coverage and efficiency while maintaining deep product knowledge and clean pipeline hygiene.

Manage a book of mid-market RIAs and advisory firms to drive adoption, retention, expansion, and stakeholder engagement. Own account lifecycle, quota (GRR, NRR, expansion), renewals, pipeline forecasting, business reviews, cross-functional coordination, and consultative deal management to deliver advisor productivity and firm growth.

Serve as a trusted expert for Jump customers, manage the help desk, respond to inquiries, and contribute to customer satisfaction.

The Senior Software Engineer will design and maintain internal systems and automations for sales and marketing, focusing on integrations with CRMs and data management.

The Enterprise Account Executive will manage the sales cycle for large financial institutions, focusing on consultative selling and relationship-building while collaborating with product and success teams.

The Director of Product Marketing will lead market strategy, go-to-market execution, sales enablement, and team building to drive adoption and revenue growth in a B2B SaaS context.