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© All Rights Reserved. ApplyBlast.com
Jump
A Velocity Account Manager at Jump Advisor AI manages a high-volume book of SMB Registered Investment Advisor (RIA) accounts, focusing on Growth, Retention, and Net Revenue Retention (GRR/NRR). The role requires proactively driving renewals, executing upsell and expansion strategies, and utilizing data signals and AI tools to optimize outreach and account coverage. You will maintain accurate forecasts in Salesforce and serve as the primary point of contact for key financial services clients.
Headquarters
Salt Lake City, Utah, United States
Company Size
1-10 employees
Founded
2023
Jump is an AI operating system and assistant designed for financial advisors. It converts meetings, emails, and documents into notes, automated workflows, and compliance records. By automating knowledge capture and routine tasks, Jump helps advisory teams stay organized, compliant, and efficient.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Jump.
7% below the average for this role