Jump - Advisor AI · 3 weeks ago
Product Specialist (Customer Support)
Jump - Advisor AI is a company focused on transforming the client and advisor experience with cutting-edge AI technology. They are seeking a Product Specialist (Customer Support) to manage customer inquiries and support financial advisors by providing timely and effective assistance. The role involves managing the support desk, educating users, and contributing to the overall customer experience.
Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management
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 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
Required
Top-5% writer + verbal communicator – clear, professional, and quick
Ability to learn and work quickly and independently
Meticulous, detail-oriented, and great at multi-tasking
Relationship builder, and a professional and personable ambassador of any brand
Responsible and takes accountability
Comfortable using technical interfaces and good at thinking methodically about issues
Understanding of what it means to work at an early-stage tech company
Excited about helping financial advisors leverage cutting-edge AI
High-performing student in high school and college
Preferred
1-5 years of professional experience, preferably in a customer-facing role in tech
New college grads are also considered
Benefits
Equity
Health benefits
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
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