Jump - Advisor AI · 1 week ago
Account Executive (Velocity)
Jump-app is an early-stage AI software company focused on empowering financial advisors. The Account Executive will manage and close B2B software deals, build a sales pipeline, and leverage AI technology to optimize workflows for financial advisors.
Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management
Responsibilities
Open, manage, and close B2B software deals (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 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
Qualification
Required
Open, manage, and close B2B software deals (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 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
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
Demonstrated the ability to prospect successfully in previous roles
Have sold software products with success
Been a top performing AE throughout your career
Benefits
Equity
Medical, dental, vision benefits
401k available
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
Funding
Current Stage
Growth StageTotal Funding
$29.17MKey Investors
Battery VenturesSorenson Capital
2025-02-03Series A· $24.57M
2024-06-10Series Unknown· $4.6M
Recent News
Company data provided by crunchbase