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About the Role:
- Own the human side of Jump's scaled low-touch segment for small RIA accounts.
- Quota-carrying, high-volume role focused on retention and expansion.
What You'll Own:
- Save at-risk accounts, handle cancellations, track churn in Salesforce.
- Field replies to automated outreach and improve messaging.
- Manage expansion accounts, NRR, and pipeline forecasting.
About You:
- Commercially wired, organized, and comfortable with ambiguity.
- 1-3 years in account management, customer success, or sales at a B2B SaaS company.
- Use Salesforce, automation, and AI tools daily.
Jump
Jump is a fintech company that provides an AI assistant for financial advisors, helping with client meeting cycles and other workflows. Backed by Battery, Sorenson, and Citi, it leads its category in market share and customer satisfaction, serving major firms like LPL, Osaic, Raymond James, and Cetera.