---
title: 'Strategic Account Executive at Jump'
canonical: 'https://feeny.ai/job/strategic-account-executive-jump-remote-ezzp1c7xcx01'
type: 'job'
last_seen: '2026-10-31'
---

# Strategic Account Executive at Jump

- **Company:** Jump
- **Location:** Remote
- **Compensation:** $150k–$175k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-03-13
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.ashbyhq.com/jump-app/bf6ca735-df1e-4a39-968b-a18eda846ca1/application

**Skills:** Enterprise SaaS Sales, Strategic Account Management, Complex Deal Negotiation, SEC Regulatory Knowledge, FINRA Regulatory Knowledge, Sales Cycle Management

> The Strategic Account Executive leads the end-to-end strategy for acquiring and expanding partnerships with major global financial institutions. This role involves navigating complex deals, building C-suite relationships, and orchestrating cross-functional teams to drive AI adoption within these enterprise clients.

## Job description

## Role Overview

As a Strategic Account Executive at Jump, you will be the lead architect for our most significant and complex partnerships. You won't just manage a territory; you will own the end-to-end strategy for acquiring and expanding within the world’s largest and most prestigious financial institutions. You will navigate massive, multi-entity organizations to secure foundational partnerships that redefine how they leverage AI. This is a high-impact role requiring a blend of visionary selling, political navigation, and rigorous execution. Key Responsibilities:

- Targeted Strategic Pursuit: Identify and lead the pursuit of "Top 25" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers.
- C-Suite Influence: Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning Jump’s AI roadmap with the client’s overarching digital transformation goals.
- Complex Deal Architecture: Lead the negotiation of high-complexity, multi-million dollar contracts involving intricate legal, security, and data privacy requirements.
- Cross-Functional Orchestration: Act as the "internal CEO" for your accounts, coordinating efforts across Product, Engineering, Legal, and Customer Success to ensure we over-deliver on strategic commitments.
- Category Leadership: Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations.
- Expansion Strategy: Beyond the initial "land," you will develop strategies for "expanding" Jump’s footprint across various business units and international geographies within the parent organization.

About You:

- Minimum 8+ years of experience in Enterprise/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas.
- Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal "red tape" common in global firms.
- Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines.
- You sell outcomes, not features. You can articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike.
- Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive.
- You thrive in a "Direct + Kind + No Drama" environment and take full ownership of your book of business without needing a manual.

## 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 into other finserv verticals. Jump leads its category in market share and customer satisfaction, serving industry giants like LPL, Osaic, Raymond James, and Cetera. Backed by Battery, Sorenson, and Citi, Jump is led by a world-class team from Google, Snowflake, and JPMorgan.

## Compensation

- $300K - 350K OTE
- Significant Equity Stake
- Comprehensive Benefits: Medical, dental, vision, and 401k.

## 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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