Jump - Advisor AI · 11 hours ago
Solutions Engineer
Salt Lake City, UT
Full-time
Hybrid
Mid, Senior Level
$220K/yr - $250K/yr
4+ years expJump - Advisor AI is a company focused on empowering financial advisors and their clients through innovative AI technology. The Solutions Engineer will work at the intersection of product, engineering, and sales, translating customer needs into scalable technical solutions and supporting the sales process with technical expertise.
Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management
Responsibilities
Lead technical discovery with mid-market and enterprise prospects to understand workflows, constraints, and success criteria
Design end-to-end solutions spanning integrations, data flows, and system architecture
Produce clear technical diagrams and solution documentation to align internal and external stakeholders
Partner with Sales as the technical lead on complex deals
Deliver tailored product demos that communicate Jump’s value to technical and non-technical audiences
Address questions around architecture, security, data models, and integrations
Own technical components of RFPs, RFIs, and security reviews
Advise on and support integrations using APIs, webhooks, and third-party systems
Collaborate with Engineering to validate feasibility, scope custom solutions, and unblock complex implementations
Guide customers and partners on integration best practices
Scope and lead proofs of concept (POCs) for strategic prospects
Act as an escalation point for complex technical issues during onboarding and implementation
Ensure smooth handoffs from Sales to Customer Success and Implementation
Share structured customer feedback with Product and Engineering Influence the roadmap by identifying recurring customer needs and integration patterns
Improve pre-sales tooling, demo environments, and technical documentation
Qualification
Required
4–7 years of experience in Solutions Engineering, Sales Engineering, Solutions Consulting, or a similar customer-facing technical role
Experience working with B2B SaaS products, ideally in a growth-stage startup
Comfort supporting enterprise or strategic accounts with complex technical requirements
Strong understanding of system architecture, APIs, and integrations
Hands-on experience with REST APIs, webhooks, and third-party platforms
Familiarity with data models, SQL, and how data moves across systems
Working knowledge of at least one programming or scripting language (e.g., Python, JavaScript, Java, Go)
Experience with cloud platforms (AWS, GCP, or similar)
Exceptional communication skills- you can clearly explain technical concepts to any audience
Consultative, customer-first approach with strong problem-solving instincts
Comfortable navigating ambiguity and wearing multiple hats in a fast-growing environment
Energized by building trusted relationships and helping customers succeed
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
51-200 employees
H1B Sponsorship
Jump - Advisor AI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
Funding
Current Stage
Growth StageTotal Funding
$29.17MKey Investors
Battery VenturesSorenson Capital
2025-02-03Series A· $24.57M
2024-06-10Series Unknown· $4.6M
Leadership Team
Parker Ence
CEO & Cofounder
Tim Chaves
Co-founder / COO
Recent News
2026-01-22
Company data provided by crunchbase