Note: The job is a remote job and is open to candidates in USA. Jump - Advisor AI is a company focused on empowering financial advisors and their clients with AI-driven solutions. The Velocity Account Manager will manage a portfolio of SMB RIA accounts, ensuring growth and retention while utilizing data-driven strategies to enhance customer engagement and achieve commercial targets.

Responsibilities

• Own GRR, NRR, and expansion quota across a book of 100-200+ 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
• 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

Skills

• 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
• Experience in fintech, wealthtech, or financial services
• Familiarity with RIAs or broker-dealers

Benefits

• Medical, dental, vision benefits
• 401k available

Company Overview