Jump - Advisor AI Logo

Jump - Advisor AI

Velocity Account Executive

Posted Yesterday
Be an Early Applicant
Remote
Hiring Remotely in USA
60K-100K Annually
Mid level
Remote
Hiring Remotely in USA
60K-100K Annually
Mid level
Carry an annual ARR quota in a high-velocity SMB sales motion: prospect, build pipeline, manage opportunities in CRM, and close B2B SaaS deals with financial-advisor customers using AI-enabled sales tools.
The summary above was generated by AI
Velocity Account Executive

Location: Draper, UT / Park City, UT or Remote

Team: Sales

Reports to: Ben Card

Compensation: $60K–$100K base / $60K–$100K variable

Role type: Full-time

🚀 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 other financial services 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: You are self-driven, use good judgment, and deliver high-quality work at speed.

🌎 World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.

🤝 Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.

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.

🎯 About the Role

Jump is looking for a Velocity Account Executive to open, manage, and close B2B software deals in an SMB, high-volume, high-velocity sales motion.

As an early AE, you’ll help build Jump’s outbound sales motion to deliver and source reliable, qualified revenue every month. You’ll carry an annual ARR quota measured monthly, build pipeline to hit and exceed quota goals, and manage opportunities with maniacal CRM organization.

This is a high-impact role for someone who wants to learn how to be a great AE, loves high-performing SMB sales, and is ready to chip in anywhere to help the team win.

🛠️ What You’ll Do
  • Open, manage, and close B2B software deals in an SMB / very high-velocity sales motion.

  • 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 Jump’s awesome financial advisor customers.

  • Manage an extremely high-velocity, high-volume SMB-facing sales motion.

  • Create leverage for yourself using the latest AI-enabled sales technology.

  • Use clear verbal and written communication to represent Jump’s brand well with prospects and customers.

  • 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 may be a strong fit if you:

  • Want to have real impact helping build an early-stage AI software company.

  • Are willing to work at a very early-stage tech company and are excited about the related opportunities and challenges.

  • Want to learn how to be a great AE and don’t need handholding to thrive.

  • Are coachable, hungry, competitive, and sharp.

  • Are excited by the prospect of helping financial advisors leverage cutting-edge AI to optimize their workflows.

  • Love high-performing, high-volume, high-velocity SMB sales.

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

  • Have excellent verbal and written communication skills.

  • Are a great ambassador of the brand you represent.

  • Bring a direct, kind, low-drama working style and a desire to help Jump raise the bar.

✅ What You’ve Done
  • Demonstrated the ability to prospect successfully in previous roles.

  • Sold software products with success.

  • Been a top-performing AE throughout your career.

✨ Nice to Haves
  • Experience selling SaaS, AI, workflow automation, or advisor-facing technology.

  • Experience selling into financial services, WealthTech, or adjacent regulated industries.

  • Experience in a high-volume SMB sales motion.

  • Experience at a Series A–B startup or early-stage technology company.

💡 Why This Role Matters

Jump is growing quickly, and our SMB sales motion is a critical part of building reliable, repeatable revenue. This role will help create new customer relationships, strengthen Jump’s outbound engine, and bring practical, compliant AI technology to more financial advisors.

As a Velocity Account Executive, you’ll help turn market demand into revenue while shaping a fast, high-volume sales motion that supports Jump’s next stage of growth.

🎁 Compensation & Benefits
  • $60K–$100K base.

  • $60K–$100K variable.

  • Equity.

  • Medical, dental, and vision benefits.

  • 401(k) available.

Similar Jobs

6 Days Ago
Remote or Hybrid
Junior
Junior
Software • Cybersecurity
Full-cycle territory Account Executive focused on high-velocity, transactional SaaS cloud deals under $75K. Independently prospect and qualify accounts, run rapid sales cycles (3 weeks–3 months), present technical value to engineering and security buyers, manage proposals and RFP responses, partner with channel teams, and maintain strict CRM and forecasting hygiene.
Top Skills: Ai Productivity ToolsAi-Assisted Gtm ToolsApplication SecurityCloudCloud-NativeDeveloper ToolingDevOpsGenerative AiGongOutreachSaaSSalesforceSalesloftSbom
23 Days Ago
Remote
Virginia, USA
50K-100K Annually
Senior level
50K-100K Annually
Senior level
Cybersecurity
Territory-based account executive selling cybersecurity products and services to mid-market and enterprise accounts. Manage pipelines in Salesforce, develop relationships, generate leads, create proposals, present to executives, and meet sales quotas while coordinating with vendors and marketing.
Top Skills: Ai-Enabled ToolsCRMGreenhouseSalesforceZoom Scheduler
23 Days Ago
Remote
Pennsylvania, USA
50K-100K Annually
Senior level
50K-100K Annually
Senior level
Cybersecurity
Territory Account Executive responsible for cultivating and growing mid-market and existing accounts in the region. Proactively prospect, network, and sell cybersecurity products and services, manage opportunities in Salesforce, create proposals, present to executive audiences, and collaborate with vendors and internal resources to meet sales and profitability targets.
Top Skills: Ai-Enabled ToolsCrm ToolsGreenhouse SoftwareSalesforceZoom Scheduler

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account