Velocity Account Executive
Job description
Velocity Account Executive at Jump App.
About the role
You own the full sales cycle for early-stage AI products. You convert high-volume SMB opportunities into trusted advisor relationships. You drive predictable revenue while advancing Jump's market position in financial services.
Key facts
What you'll do
Generating pipeline by researching accounts and initiating conversations for new opportunities.
Opening B2B deals in high-velocity SMB segments while maintaining strict CRM accuracy.
Carrying monthly ARR quotas and tracking performance against evolving targets.
Building sales sequences that respond to advisor workflows and AI-assisted tools.
Representing Jump's brand through clear communication with prospects and clients.
Shipping practical AI solutions that meet compliance standards for financial services.
Partnering with customer teams to align product value with advisor priorities.
Reviewing pipeline health and adjusting tactics to sustain consistent monthly growth.
Championing product adoption among early adopter firms in wealth and brokerage.
Advising on market feedback to refine messaging and positioning for future releases.
Requirements
You must prospect effectively across multiple channels and maintain steady activity.
You must sell software products and demonstrate success in SaaS environments.
You must perform as a top AE with a history of quota attainment.
You must thrive in fast-moving startups while navigating ambiguous priorities.
You must communicate clearly using verbal and written methods daily.
You must use AI tools in your sales process and seek further enhancements.
You must manage high-volume opportunities without compromising quality.
You must act as a brand ambassador reflecting integrity and professionalism always.
You must collaborate directly with customers to solve workflow challenges.
You must uphold compliance expectations for regulated financial sectors.
Nice to have
Preferred candidates bring experience in SaaS, AI, or workflow automation sales.
Preferred candidates have sold into financial services or WealthTech markets.
Preferred candidates understand high-volume SMB sales cycles deeply.
Preferred candidates have startup experience at Series A or early-stage companies.
Practical notes
This role may require US work hours or occasional overlap for client calls.
Travel is not currently required for this position.
Visa sponsorship details are not available at this time.
Skills & tools
None specified.
VISION
We envision a world where financial advisors and their clients thrive in the age of AI.
MISSION
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 other financial services verticals.
TEAM
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
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.
TEAM VALUES
High Velocity: You are self-driven, use good judgment, and deliver high-quality work at speed.
World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.
Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.
Join our work to transform the client and advisor / rep experience in financial services by delivering practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.