What are the responsibilities and job description for the Mid Market Account Executive position at Jump - Advisor AI?
Title - Mid Market Account Executive
Reports To - Director, Enterprise Sales
Location -Remote
About The Role
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
Reports To - Director, Enterprise Sales
Location -Remote
About The Role
- Build pipeline with creative outbound prospecting strategies
- Consistently exceed monthly and quarterly revenue targets
- Qualify and advance pipeline with full sales cycle management
- Manage procurement and close qualified opportunities
- Help Jump stay the category leader, trusted and loved by customers
- Help build Jump into a career-making, exceptional place to work
- 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
- 5 years of closing experience with a technology company (preferably SaaS)
- Proven track record of exceeding quota in Mid-Market 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 skills—able to simplify complex AI concepts into customer value
- Bonus: experience at a Series A–B startup or a founding AE role
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
- Competitive salary - $110k Base / $110k Variable = $220k OTE
- Equity
- Medical, dental, vision benefits
- 401k available
Salary : $100,000 - $200,000