Tech Touch Account Manager

The role

The Tech Touch Account Manager owns the human side of the scaled, low-touch segment for thousands of small RIA accounts. You will save at-risk accounts, handle replies to automated outreach, and drive expansion.

What you will do

• Own save rate and GRR for the Tech Touch segment
• Handle cancellation, non-renewal, and downsize requests
• Log every case in Salesforce and track churn reasons
• Field replies to automated outreach
• Monitor automated sequences and flag what to fix
• Help improve messaging and triggers
• Work a target list of expansion accounts
• Own NRR and expansion for the segment
• Maintain clean pipeline and accurate forecasting in Salesforce
• Handle commercial questions from Intercom regarding billing, pricing, seat changes, and contract terms

Required qualifications

• 1-3 years in account management, customer success, support, or sales at a B2B SaaS company
• Worked a high-volume, low-touch book, ideally with save, retention, or expansion targets
• Handled cancellation or churn-prevention conversations with measurable results
• Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
• Used automation, sequencing, or AI tools (such as Intercom or Nooks) to improve efficiency

Nice to have

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

Benefits

• Medical, dental, vision benefits
• 401k available

About the company

Jump's mission is to empower financial advisors and their clients to thrive in the age of AI. Their primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows.