---
title: 'Enterprise Account Executive at Jump'
canonical: 'https://feeny.ai/job/enterprise-account-executive-jump-remote-75ah9eecrz1m'
type: 'job'
last_seen: '2026-09-12'
---

# Enterprise Account Executive at Jump

- **Company:** Jump
- **Location:** Remote
- **Compensation:** $125k–$140k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-06-02
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/jump-app/308fdc31-2b9c-41e6-8793-eee9028ac92b/application

**Skills:** Enterprise SaaS sales, Consultative selling, CRM tools, Salesforce, HubSpot

> Responsible for acquiring and growing relationships with large financial institutions by owning the full sales cycle from prospecting to close. Partners with internal teams to deliver tailored SaaS solutions and drive business outcomes.

## Job description

Location: Remote / Draper, UT Hybrid Team: Sales Reports to: Jeff Monson Compensation: $250K - $280K OTE on a 50/50 split Role type: Full-time

## About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs. Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients. Jump’s team values are: High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed. World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team. Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.

## About the Role

As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand each client’s needs and deliver tailored solutions that drive real business outcomes. You’ll partner closely with Product, Customer Success, Marketing, and executive teams to ensure success for Jump’s most important customers and prospects. This is a high-impact role for someone who is excited to sell category-leading AI technology into complex financial services organizations, thrives in long-cycle enterprise sales, and wants to help transform the advisor and client experience.

## What You’ll Do

- Prospect, manage, and close new business with large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms.
- Drive discovery calls, demos, and collaborative solution design for prospective clients.
- Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, workflows, compliance needs, and buying processes.
- Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
- Build strong relationships with executive, technical, compliance, and business stakeholders on the client side.
- Collaborate cross-functionally with Product, Customer Success, Marketing, and leadership to deliver value throughout the client lifecycle.
- Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting.
- Stay ahead of industry trends, client challenges, competitive dynamics, and opportunities across financial services.
- Help Jump stay the category leader, trusted and loved by customers.

## About You

You may be a strong fit if you have:

- 5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
- Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
- Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
- Strong understanding of financial services workflows, buying processes, and compliance requirements.
- Excellent communication, negotiation, and presentation skills, both verbal and written.
- Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
- High ownership, self-motivation, resourcefulness, and strong judgment.
- Experience using CRM tools such as Salesforce, HubSpot, or similar.
- Bachelor’s degree or equivalent experience preferred.
- A direct, kind, low-drama working style and a desire to help Jump raise the bar.

Nice to Haves

- Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
- Experience working at a Series A–C company or similarly fast-moving environment.
- Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
- Experience partnering closely with Product, Customer Success, Marketing, and executive teams in strategic sales cycles.

## Benefits

- ISO Equity options
- Uncapped Paid Vacation
- $0 Medical insurance premium for the whole family
- $500 Workspace Setup Stipend
- Dental, vision, & Indemnity coverage
- HSA, FSA, & Dependent Care FSA
- Company-paid Life Insurance
- Tax-free Commuter savings
- 401(k) available

## About Jump

## Company Overview
- **One-liner**: Jump provides an AI operating system for wealth managers and financial advisors that automates notetaking, compliance, client prep, and follow-ups.
- **Entity Type**: Private (Series B)
- **Headquarters**: Salt Lake City, Utah, United States
- **Founded**: 2022 (LinkedIn lists 2023)
- **Founders**: Parker Ence (CEO), Adam Kirk (CTO), Tim Chaves (President & COO)

## Core Business
- Primary industry/industries: Wealthtech / Fintech / AI Software
- Target customers: Financial advisors, wealth management firms, RIAs, broker-dealers, and enterprise financial institutions (B2B)
- Mission or purpose statement: "Empower financial advisors and their clients to thrive in the age of AI" [jump.ai/careers](https://jump.ai/careers/)

## Products & Services
For each major offering:
- **Jump AI Platform**: A suite of 20+ AI-powered features including automated pre-meeting prep, AI notetaking and recaps, follow-up emails, auto-assigned tasks, CRM integration, client data intake, and growth insights/scorecards. Designed end-to-end for the advisor-client lifecycle with enterprise-grade compliance (SOC 2, human-in-the-loop AI, audit trails).

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding of **$104.6M** across rounds including a $80M Series B led by Insight Partners (Feb 2026)
- **Notable Investors/Partners**: Insight Partners, Battery Ventures, F-Prime, Allianz, Citi Ventures, Sorenson, Pelion; strategic customers include Focus Financial Partners
- **Growth Signals**: 35,000+ advisors using the platform (31,000+ customers); 1,500–2,000 new advisors joining monthly; 183 employees (+192.4% YoY growth); annual revenue estimated at $25M–$50M; acquired a mobile assistant; expanded internationally into Poland, Brazil, Romania, and other markets

## Competitive Advantages
- **Category Leader**: Rated #1 across T3, Kitces, and The Oasis Group reports (2025) for advisor satisfaction, adoption, and market share.
- **Compliance-First Design**: SOC 2-certified, human-in-the-loop AI, optional recording, configurable policies for RIAs, IBDs, and hybrid firms.
- **Deep Integrations**: 40+ integrations with CRM, financial planning tools, and communication platforms.
- **Data Privacy**: Client data never trains AI models; every output is reviewable before sending.
- **Network Effects**: Insights derived from analyzing 1M+ advisor-client conversations annually, feeding back into product intelligence.

## Strategic Focus
- Accelerating growth of the intelligence and action layer for advisory firms, shifting from pure notetaking to a full AI operating system that drives productivity, insight, and organic growth.
- Deepening partnerships (e.g., wealth.com for estate planning integration).
- Expanding enterprise footprint with large firms like Focus Financial Partners.
- International expansion and scaling the team rapidly.

## Why Work Here
- **Culture**: Rated 5.0/5.0 across work-life, compensation, culture, and career on LinkedIn (3 reviews). Described as fast-paced with team members from Google, Stripe, JP Morgan, BILL, Harvard, and Stanford.
- **Remote/Hybrid Policy**: Not explicitly stated on site, but roles span the US (HQ in Salt Lake City) with remote/office mix likely; international roles in Poland, Brazil, etc.
- **Engineering Culture**: Led by CTO Adam Kirk (former Principal Architect at PDQ, Head of Engineering at ZipBooks, scaled to hundreds of thousands of users). 49 employees (~21% of workforce) in technical roles.
- **Growth Opportunity**: 20 active job postings across product, engineering, sales, marketing, and applied AI; 192% headcount growth in the last year offers rapid career advancement.
- **Notable Perks**: Security, compliance at scale, cutting-edge AI applications, direct impact on a fast-growing category leader.

## Sources
1. [jump.ai](https://jump.ai/)
2. [jump.ai/about](https://jump.ai/about)
3. [linkedin.com/company/jump-app-ai](https://www.linkedin.com/company/jump-app-ai)
4. [jump.ai/careers](https://jump.ai/careers)
5. [jobs.ashbyhq.com/jump-app](https://jobs.ashbyhq.com/jump-app)

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