Account Manager, Mid-Market

Jump•,

1d•$125,000 - $170,000

About The Position

As an Account Manager on Jump's Mid-Market team, you'll be the primary relationship holder for a focused book of RIAs and independent advisory firms - responsible for adoption, retention, expansion, and key stakeholder engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book.

Requirements

Minimum 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
Experience with consultative deal management across multiple stakeholders
Strong understanding of financial services workflows, advisory firm operations, and client management practices
Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals
High degree of ownership, self-motivation, and resourcefulness

Nice To Haves

Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers

Responsibilities

Lead consultative processes to understand each firm's goals, pain points, and priorities - and translate that into a clear account strategy
Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers
Run business reviews with firm leadership to demonstrate value and align on next steps
Build relationships across your accounts - you are never dependent on a single contact
Collaborate cross-functionally with account executives, enablement, product, and leadership 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