---
title: 'Mid Market Account Executive at Jump'
canonical: 'https://feeny.ai/job/mid-market-account-executive-jump-remote-yj6by5rey59g'
type: 'job'
last_seen: '2026-09-12'
---

# Mid Market Account Executive at Jump

- **Company:** Jump
- **Location:** Remote
- **Compensation:** $100k–$200k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-13
- **Last confirmed live:** 2026-09-12
- **Apply:** https://jobs.ashbyhq.com/jump-app/17256983-de1c-48a6-ba61-5323e4756858

## Job description

Mid Market Account Executive Location: Draper, UT or Remote Team: Sales Reports to: Director, Enterprise Sales Role type: Full-time

## About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as other financial services verticals. Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker-dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, [Bill.com](http://Bill.com), JPMorgan, Fidelity, Bain, Bain Capital Ventures, AuditBoard, Nitrogen, and eMoney. Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

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. Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting-edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

## About the Role

Jump is looking for a Mid Market Account Executive to help build pipeline, manage full-cycle sales opportunities, and close new business with mid-market financial services customers. In this role, you’ll use creative outbound prospecting strategies to identify and engage prospective customers, qualify and advance pipeline, manage procurement, and close qualified opportunities. You’ll help Jump stay the category leader—trusted and loved by customers—while contributing to a high-velocity sales culture at an early-stage AI software company. This is a high-impact role for someone who wants to have real ownership, exceed ambitious revenue targets, and help build Jump into a career-making, exceptional place to work.

## What You’ll Do

- Build pipeline with creative outbound prospecting strategies.
- Consistently exceed monthly and quarterly revenue targets.
- Qualify and advance pipeline through strong full-cycle sales management.
- Manage procurement processes and close qualified opportunities.
- Use value-based selling frameworks to connect Jump’s AI capabilities to clear customer outcomes.
- Simplify complex AI concepts into compelling customer value through strong communication and storytelling.
- Partner with Sales leadership and cross-functional teams to improve the sales motion, customer experience, and win rates.
- Help Jump stay the category leader, trusted and loved by customers.
- Help build Jump into a career-making, exceptional place to work.

## About You

You may be a strong fit if you:

- Want to have real impact helping build an early-stage AI software company serving financial advisors and other financial services customers.
- Understand what it means to work at a very early-stage tech company and are excited about the related opportunities and challenges.
- Bring a high-ownership, self-motivated, resourceful approach to sales.
- Communicate clearly and can tell a compelling story about customer value.
- Thrive in a fast-moving environment where priorities can evolve quickly.
- Bring a direct, kind, low-drama working style and a desire to help Jump raise the bar.

## What You’ve Done

- 5+ years of closing experience with a technology company, preferably SaaS.
- Proven track record of exceeding quota in mid-market segments.
- Experience selling into financial services, WealthTech, or adjacent regulated industries.
- Skilled in value-based selling frameworks such as MEDDPICC, Challenger, or similar.
- Strong communication and storytelling skills, with the ability to simplify complex AI concepts into customer value.
- Bonus: experience at a Series A–B startup or in a founding AE role.

Nice to Haves

- Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
- Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
- Experience partnering closely with Sales leadership, Product, Customer Success, Marketing, and RevOps.
- Experience building pipeline through creative outbound motions in an early-stage environment.

## Compensation & Benefits

- Competitive salary: $110K base / $110K variable = $220K OTE.
- SO 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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