Velocity Account Manager

The role

The Velocity Account Manager owns a high-volume book of SMB RIA accounts. You will be accountable for GRR, NRR, and expansion through proactive outreach and value realization.

What you will do

• 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
• 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

Required qualifications

• 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
• Used data and usage signals to prioritize accounts and time outreach
• 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

Nice to have

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

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. Jump's primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows.