Jump - Advisor AI · 21 hours ago
Sales Development Manager
Jump - Advisor AI is an early-stage AI software company focused on empowering financial advisors. They are seeking a Sales Development Manager to recruit, train, and lead a team of SDRs while owning pipeline generation goals and collaborating with Sales and Marketing to refine strategies.
Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management
Responsibilities
Recruit, train, and lead a team of SDRs focused on outbound prospecting
Own pipeline generation goals and report on key metrics (meetings booked, conversion, activity, etc.)
Collaborate with Sales and Marketing to refine ICP, messaging, and campaign strategy
Implement tooling and processes for outreach, sequencing, and performance tracking
Create a culture of learning, energy, and accountability
Own onboarding and training of new SDRs through structured, repeatable programs that ramp reps quickly and effectively
Conduct regular coaching sessions to develop SDR skills in prospecting, objection handling, and qualification
Partner with sales leaders to identify target accounts and craft outreach strategies for outbound campaigns
Present team performance and strategic insights to leadership, aligning on growth opportunities and resource needs
Continuously refine playbooks and processes to improve team productivity and effectiveness
Help Jump stay the category leader, trusted and loved by customers
Help build Jump into a career-making, exceptional place to work
Qualification
Required
2+ years of experience in sales development, with 1–3+ years managing or leading SDRs
Experience building, scaling, or materially improving an SDR function in a startup or high-growth B2B environment
Proven ability to coach SDRs on: Objection handling, Cold calling and cold email, Discovery and meeting qualification
Track record of owning and hitting SDR performance targets (meetings booked, pipeline created, conversion rates, ramp time)
Experience building or refining: SDR onboarding programs, Call scripts and talk tracks, Objection-handling frameworks
Strong understanding of outbound and inbound sales motions and how they differ
Comfort working hands-on in modern sales tools (e.g., Salesforce, Outreach/Salesloft, ZoomInfo, Calendly, Nooks)
Ability to analyze performance data and translate insights into coaching and process improvements
Experience partnering cross-functionally with AEs, Marketing, and RevOps
Preferred
Experience at an early-stage (Seed–Series C) B2B SaaS company
Experience selling into financial services, fintech, or advisor-focused markets
Experience hiring SDRs and building a team from an early foundation
Familiarity with AI-driven sales tools or AI-native products
Experience helping SDRs transition into AE roles
Prior experience as a top-performing SDR or AE
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
2026-01-22
Company data provided by crunchbase