Apply on Employer Site

Jump - Advisor AI · 1 month ago

Product Specialist

United States

Full-time

Remote

Entry, Mid Level

$65K/yr - $80K/yr

1+ years exp

Jump - Advisor AI is a company dedicated to empowering financial advisors through AI technology. The Product Specialist will manage customer support, respond to inquiries, and contribute to enhancing customer experience, playing a crucial role in the company's mission to lead in market share and customer satisfaction.

Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management

No H1B

Responsibilities

Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom

Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)

Debug and resolve some customer issues live over Zoom calls

Leave our customers feeling delighted with your interactions

Be a Jump expert and constantly educate users on how to get the most out of Jump’s features

Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams

Help establish Jump as the category leader, trusted and loved by customers

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

Qualification

Customer supportTechnical interfacesWriting skillsVerbal communicationMulti-taskingAccountabilityDetail-orientedRelationship buildingProblem-solvingAdaptability

Required

You are a top-5% writer + verbal communicator – clear, professional, and quick

You learn and work quickly and independently

You are meticulous, detail-oriented, and great at multi-tasking

You are a relationship builder, and a professional and personable ambassador of any brand you represent

You are responsible and take accountability

You are comfortable using technical interfaces, and good at thinking methodically about why something might not be working, though you do not need to know anything about computer programming, math, or AI

You understand what it means to work at an early-stage tech company and are excited about the related opportunities and challenges

You are excited by the prospect of helping financial advisors leverage cutting-edge AI

You were a high-performing student in high school and college. (College degree required.)

Must be a resident of United States

Preferred

Helpful if you have 1-5 years of professional experience, preferably in a customer-facing role in tech, though we do also hire new college grads

Company

Jump - Advisor AI

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more

Founded in 2023

Salt Lake City, Utah, USA

51-200 employees