Product Specialist (Customer Support) jobs in United States
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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

Customer supportCommunication skillsTechnical interfacesProblem-solvingAccountabilityMulti-taskingDetail-orientedRelationship building

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

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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 Stage
Total Funding
$29.17M
Key Investors
Battery VenturesSorenson Capital
2025-02-03Series A· $24.57M
2024-06-10Series Unknown· $4.6M

Leadership Team

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Parker Ence
CEO & Cofounder
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Tim Chaves
Co-founder / COO
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Company data provided by crunchbase