Jump - Advisor AI Logo

Jump - Advisor AI

Account Executive (Velocity)

Posted 8 Days Ago
Remote
Hiring Remotely in USA
60K-100K Annually
Junior
Remote
Hiring Remotely in USA
60K-100K Annually
Junior
The Account Executive will manage and close B2B software deals, build a sales pipeline, and work with financial advisor customers to exceed sales quotas using AI-enabled tools.
The summary above was generated by AI

Title - Account Executive

Reports To - Ben Card
Location - [Draper, UT / Park City, UT or Remote]

SMB Account Executive

About the Role

Open, manage, and close B2B software deals (SMB / very high velocity sales motion). As an early AE, build Jump’s outbound sales motion to deliver and source reliable, qualified revenue every month. Be ready to chip in anywhere to help the team win.

  • Carry an annual ARR quota, measured monthly

  • Build a pipeline of sales opportunities to hit and exceed quota goals

  • Manage pipeline in CRM with maniacal organization

  • Work with our awesome financial advisor customers

  • Manage an extremely high velocity high volume SMB facing sales motion, including creating leverage for yourself via the latest AI-enabled salestech

  • Help Jump stay the category leader, trusted and loved by customers

  • Help build Jump into a career-making, exceptional place to work

About You

  • You want to have real impact helping to build an early-stage AI software company

  • You are willing to work at a very early stage tech company and are super excited about the related opportunities and challenges

  • You want to learn how to be a great AE and don’t need handholding to thrive - you are coachable, hungry, competitive, and sharp

  • You are excited by the prospect of helping financial advisors leverage cutting edge AI to optimize their workflows

  • You love high performing, high volume, high velocity SMB sales

  • You use AI in your own day-to-day sales work and want to use even more

  • Your verbal and written communication is excellent

  • You’re a great ambassador of the brand you represent

What You’ve Done

  • Demonstrated the ability to prospect successfully in previous roles.

  • Have sold software products with success.

  • Been a top performing AE throughout your career.

About Jump

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, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

Compensation

  • 60k-100k

  • 60k-100k

  • Equity

  • Medical, dental, vision benefits

  • 401k available

Top Skills

AI
CRM

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