Note: The job is a remote job and is open to candidates in USA. Jump - Advisor AI is a company focused on empowering financial advisors and their clients with AI-driven solutions. The Velocity Account Manager will manage a portfolio of SMB RIA accounts, ensuring growth and retention while utilizing data-driven strategies to enhance customer engagement and achieve commercial targets.
Responsibilities
- Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts
- Execute value realization, renewal, and save motions proactively
- Identify and close upsell and expansion opportunities within your book
- Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism
- Run proactive outreach cadences tied to lifecycle triggers and usage signals
- Deliver customer interactions that are prepared, specific, and move the relationship forward
- Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room
Skills
- 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
- Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them
- Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder
- Built or executed scalable engagement playbooks in a high-velocity environment
- Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency
- Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
- Experience in fintech, wealthtech, or financial services
- Familiarity with RIAs or broker-dealers
Benefits
- Medical, dental, vision benefits
- 401k available
Company Overview