Customization Specialist

Reports To - Alex Grimit (Customization Specialist Manager)

Location - Draper, UT. Mostly in-person, some remote/WFH

About The Role

As a Customization Specialist, you’ll work with advisors to translate their preferences into AI prompts that generate notes, recap emails, task lists, and pre-meeting prep in their desired style and format. You'll also help make sure the AI outputs get saved to the right place in the CRM. This role is a perfect fit for someone who loves translating customer needs to AI prompts, is an excellent communicator, and thrives on iteration.

Results You'll Deliver

• Deliver high-quality AI customizations that generate accurate, polished notes, recap emails, task lists, and meeting prep in each advisor’s unique voice and format.
• Meet directly with customers (financial advisors and teams) to understand their communication style, workflows, and desired outcomes
• Collaborate cross-functionally with Product, Customer Success, and Engineering to surface insights and guide product improvements that enhance the quality and efficiency of Jump
• Help Jump stay the category leader, trusted and loved by customers
• Help build Jump into a career-making, exceptional place to work
  
  

About You

• You want to have real impact helping to build an early-stage AI software company serving financial advisors and other financial services
• You understand what it means to work at a very early stage tech company and are super excited about the related opportunities and challenges
• You are a top-5% writer verbal communicator – clear, professional, and quick
• You are willing to iterate and good at improving through iteration
• You know what excellence looks like and when it’s time to ship
• You learn and work quickly and independently
• You are meticulous, detail-oriented, and great at multi-tasking
• You are a relationship builder, and a professional and personable ambassador of any brand you represent
• You are responsible and take accountability
• (Nice to have) You are up-to-date on the latest AI trends
  
  

What You’ve Done

• You were a high-performing student in high school and college
• (Nice to have) You’ve had 1–5 years of professional experience, preferably in customer-facing or technical communication roles.
• (Nice to have) You have experience with AI tools and prompt engineering.
  
  

About Jump

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. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

Jump’s team values are High Velocity, World Class, and Direct Kind No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere

Compensation Range: $70K - $80K