Teams at Jump - Advisor AI

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.

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.