---
title: 'Velocity Account Manager at Jump'
canonical: 'https://feeny.ai/job/velocity-account-manager-jump-remote-dhwmrjjcr6w7'
type: 'job'
last_seen: '2026-10-31'
---

# Velocity Account Manager at Jump

- **Company:** Jump
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-10-29
- **Last confirmed live:** 2026-10-31
- **Apply:** https://jobs.ashbyhq.com/jump-app/77a040ec-cc6a-4f28-b045-f591e5b54e76

## Job description

Jump Advisor AI - Velocity Account Manager

## About the Role

The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is a quota-carrying role where commercial instinct is the differentiator: you know how to work a large book efficiently, stay ahead of risk, and find expansion. You will operate in a fast-moving, signal-rich environment. The expectation is that you use every tool available to cover more ground without sacrificing quality. The right person for this role gets energized by commercial targets and builds systems that make them more effective over time.

## What You'll Own

Book and Quota

- Own GRR, NRR, and expansion quota across a large book of Velocity RIA accounts
- Execute value realization, renewal, and save motions proactively
- Identify and close upsell and expansion opportunities within your book
- Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism

Customer Engagement

- Run proactive outreach cadences tied to lifecycle triggers and usage signals
- Deliver customer interactions that are prepared, specific, and move the relationship forward
- Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room

## About You

- You are commercially wired: retention is the floor, expansion is the goal
- You run a tight operation - organized, consistent, never lets an account go dark
- You use data and signals to prioritize
- You communicate clearly and get to the point; you do not over-explain
- You are an active user of AI tools and bring that into how you manage your book
- You are comfortable with ambiguity and move fast in a startup environment

## What You've Done

- 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
- Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them
- Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder
- Built or executed scalable engagement playbooks in a high-velocity environment
- Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency
- Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
- Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

## Compensation and Benefits

- Compensation: $100,000-$140,000 OTE | 75/25 base/variable split (Base range: $75,000 - $105,000)
- Medical, dental, vision benefits
- 401k available

## 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.

## 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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