About the role
Role Overview As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand the client’s needs and deliver tailored solutions that drive real business outcomes. You’ll partner closely with product, customer success, and executive teams to ensure success for our most important customers. Key
Responsibilities: Prospect, manage, and close new business with large financial institutions (e.g., wealth management, broker-dealers, banks, insurance firms). Drive discovery calls, demos, and collaborative solution design for prospective clients. Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, and buying processes. Develop, negotiate, and close high-value, multi-stakeholder SaaS deals. Build relationships with executive, technical, and business stakeholders on the client side. Collaborate cross-functionally with product, customer success, and marketing to deliver value throughout the client lifecycle. Manage a robust pipeline using CRM tools, providing accurate forecasting and reporting. Stay ahead of industry trends, client challenges, and the competitive landscape. About You: Minimum 5 years of experience in enterprise SaaS sales or similar, with a track record of exceeding quotas. Proven success selling to large financial institutions (RIAs, BDs, banks, or insurance firms). Deep experience with consultative, solution-based selling and multi-stakeholder deal management. Strong understanding of financial services workflows, buying processes, and compliance
requirements. Excellent communication, negotiation, and presentation skills (verbal and written). Ability to navigate complex, long sales cycles and build senior-level trust. High degree of ownership, self-motivation, and resourcefulness. Experience using CRM tools (e.g., Salesforce, HubSpot). Bachelor’s degree or equivalent experience preferred. 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.
