Jump AI
Velocity Account Manager
$75K–$140K
Remote · Remote · Manager · Full-time · Posted Oct 29, 2026
- Experience
- 2–4 years; account management, sales, or customer success at a B2B SaaS company.
About the job
Own retention, renewals, forecasting, and account expansion across a high-volume book of SMB RIA accounts for Jump’s AI-powered advisor products.
What you'll do
- Manage GRR, NRR, and expansion quota; execute value realization, renewal, and save motions.
- Identify and close upsell opportunities, while maintaining accurate Salesforce pipeline and forecasts.
- Use lifecycle triggers and usage signals to run proactive, scalable customer engagement.
What they ask for
- 2–4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company.
- Experience owning a high-volume book with measurable GRR, NRR, or expansion targets and achieving them.
- Experience using data and usage signals to prioritize outreach, and building or executing scalable engagement playbooks.
- Demonstrated use of AI tools and experience using Salesforce or a comparable CRM to manage pipeline and forecast.
Nice to have
- Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers.
Pay
$100,000-$140,000 USD total pay (OTE); $75,000 - $105,000 USD base salary; $75K – $105K USD base salary
Tools
Salesforce
AI focus
Use AI tools to improve output quality, account coverage, or engagement efficiency; the company’s product is an AI assistant for financial advisors and their workflows.
Model-written summary · the original posting is authoritative