Jump - Advisor AI
Mid Market Account Executive
Title: Mid Market Account Executive
Reports To: Jeff Monson (Director, Enterprise Sales)
Location: Remote
About the Role You’ll be responsible for building and managing a healthy revenue pipeline through creative outbound strategies, full-cycle sales execution, and a consultative approach to helping clients understand the value of Jump’s AI platform. You’ll partner closely with internal teams to ensure we continue to deliver a trusted, category-leading product experience for financial professionals.
Build pipeline through creative, personalized outbound prospecting
Consistently exceed monthly and quarterly revenue targets
Qualify, advance, and close opportunities across the full sales cycle
Manage procurement, negotiation, and contract processes with precision
Collaborate cross-functionally to drive customer success and retention
Help strengthen Jump’s reputation as a trusted, loved, category-defining partner
Contribute to building Jump into a career-making, exceptional place to work
About You You’re a motivated, consultative seller who thrives in fast-paced, early-stage environments. You care deeply about helping clients succeed and want to be part of building an AI company that’s transforming how financial professionals operate.
You’re energized by building from 0→1 in a rapidly growing AI SaaS company
You thrive on autonomy, ownership, and cross-functional collaboration
You’re motivated by measurable impact and want to shape the future of wealthtech
What You’ve Done
5+ years of closing experience with a technology company (preferably SaaS)
Proven track record of exceeding quota in Mid-Market or Commercial segments
Experience selling into Financial Services, WealthTech, or adjacent regulated industries (preferred)
Skilled in value-based selling frameworks (MEDDPICC, Challenger, or similar)
Strong communication and storytelling ability—able to simplify complex AI concepts into customer value
Bonus: experience at a Series A–B startup or in a founding AE role
About Jump Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI. Our vision is to bring practical and safe AI to hundreds of thousands of finserv professionals while building a meaningful company that accelerates the careers of all Jump team members. Learn more about Jump’s products at
jump.ai . Jump was launched in January 2024 by a team of experienced fintech entrepreneurs. Jump’s team of 100+ is led with a team bringing experience from Harvard, Stanford, Google, JPMorgan, Snowflake, Fidelity, AuditBoard, Bain Capital Ventures, Bill.com, and other experience in AI, big data, and financial advisory. Jump is used by 10,000+ finserv users at globally respected financial institutions and small independent RIA alike. Jump’s product has been recognized with industry awards and by advisor networks as the leading product in its category. Jump customers have described Jump’s products as “gamechanging” and “best tech since CRM.” Jump is a series A company, having raised $25M in venture capital from top firms including Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures. Jump’s team values are Velocity, Show Up, World Class, Direct/Kind/No Drama, and Day 1. This means we value working and shipping super fast at a very high quality bar, trusting each other to show up and do what is in the best long term interest of our customers and team, relying on direct but kind communication with no drama, and humility to show up and earn it every day. Join us on our mission to transform the client and advisor experience with cutting edge AI technology, and help those who help safeguard the financial future of everyday people everywhere.
Compensation
Competitive salary – $100k Base / $100k Variable = $200k OTE
Equity
Medical, dental, vision benefits
401k available
Senior Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Software Development
#J-18808-Ljbffr
Reports To: Jeff Monson (Director, Enterprise Sales)
Location: Remote
About the Role You’ll be responsible for building and managing a healthy revenue pipeline through creative outbound strategies, full-cycle sales execution, and a consultative approach to helping clients understand the value of Jump’s AI platform. You’ll partner closely with internal teams to ensure we continue to deliver a trusted, category-leading product experience for financial professionals.
Build pipeline through creative, personalized outbound prospecting
Consistently exceed monthly and quarterly revenue targets
Qualify, advance, and close opportunities across the full sales cycle
Manage procurement, negotiation, and contract processes with precision
Collaborate cross-functionally to drive customer success and retention
Help strengthen Jump’s reputation as a trusted, loved, category-defining partner
Contribute to building Jump into a career-making, exceptional place to work
About You You’re a motivated, consultative seller who thrives in fast-paced, early-stage environments. You care deeply about helping clients succeed and want to be part of building an AI company that’s transforming how financial professionals operate.
You’re energized by building from 0→1 in a rapidly growing AI SaaS company
You thrive on autonomy, ownership, and cross-functional collaboration
You’re motivated by measurable impact and want to shape the future of wealthtech
What You’ve Done
5+ years of closing experience with a technology company (preferably SaaS)
Proven track record of exceeding quota in Mid-Market or Commercial segments
Experience selling into Financial Services, WealthTech, or adjacent regulated industries (preferred)
Skilled in value-based selling frameworks (MEDDPICC, Challenger, or similar)
Strong communication and storytelling ability—able to simplify complex AI concepts into customer value
Bonus: experience at a Series A–B startup or in a founding AE role
About Jump Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI. Our vision is to bring practical and safe AI to hundreds of thousands of finserv professionals while building a meaningful company that accelerates the careers of all Jump team members. Learn more about Jump’s products at
jump.ai . Jump was launched in January 2024 by a team of experienced fintech entrepreneurs. Jump’s team of 100+ is led with a team bringing experience from Harvard, Stanford, Google, JPMorgan, Snowflake, Fidelity, AuditBoard, Bain Capital Ventures, Bill.com, and other experience in AI, big data, and financial advisory. Jump is used by 10,000+ finserv users at globally respected financial institutions and small independent RIA alike. Jump’s product has been recognized with industry awards and by advisor networks as the leading product in its category. Jump customers have described Jump’s products as “gamechanging” and “best tech since CRM.” Jump is a series A company, having raised $25M in venture capital from top firms including Battery Ventures, Sorenson Capital, Pelion Venture Partners, and Citi Ventures. Jump’s team values are Velocity, Show Up, World Class, Direct/Kind/No Drama, and Day 1. This means we value working and shipping super fast at a very high quality bar, trusting each other to show up and do what is in the best long term interest of our customers and team, relying on direct but kind communication with no drama, and humility to show up and earn it every day. Join us on our mission to transform the client and advisor experience with cutting edge AI technology, and help those who help safeguard the financial future of everyday people everywhere.
Compensation
Competitive salary – $100k Base / $100k Variable = $200k OTE
Equity
Medical, dental, vision benefits
401k available
Senior Level Mid-Senior level
Employment Type Full-time
Job Function Sales and Business Development
Industries Software Development
#J-18808-Ljbffr