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Requirements and responsibilities
About the RoleAs an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book.Key ResponsibilitiesLead consultative processes to understand each firm's goals, pain points, and priorities - and translate that into a clear account strategyDevelop, negotiate, and close expansion and renewal deals with firm owners and key decision-makersRun business reviews with firm leadership to demonstrate value and align on next stepsBuild relationships across your accounts - you are never dependent on a single contactCollaborate cross-functionally with account executives, enablement, product, and leadership to deliver value throughout the client lifecycleManage a robust pipeline using CRM tools, providing accurate forecasting and reportingStay ahead of industry trends, client challenges, and the competitive landscapeAbout YouMinimum 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotasProven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retentionExperience with consultative deal management across multiple stakeholdersStrong understanding of financial services workflows, advisory firm operations, and client management practicesExcellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion dealsHigh degree of ownership, self-motivation, and resourcefulnessBonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealersCompensation and Benefits125K - 170K OTE 75/25 splitEquityMedical, dental, vision benefits401k available
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