Account Manager, Velocity

Jump•,

23h•$100,000 - $140,000•Hybrid

About The Position

The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is a quota-carrying role where commercial instinct is the differentiator: you know how to work a large book efficiently, stay ahead of risk, and find expansion. You will operate in a fast-moving, signal-rich environment. The expectation is that you use every tool available to cover more ground without sacrificing quality. The right person for this role gets energized by commercial targets and builds systems that make them more effective over time.

Requirements

2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them
Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder
Built or executed scalable engagement playbooks in a high-velocity environment
Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency
Used Salesforce or a comparable CRM to manage pipeline and forecast accurately

Nice To Haves

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

Responsibilities

Own GRR, NRR, and expansion quota across a book of 100-200+ Velocity RIA accounts
Execute value realization, renewal, and save motions proactively
Identify and close upsell and expansion opportunities within your book
Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism
Run proactive outreach cadences tied to lifecycle triggers and usage signals
Deliver customer interactions that are prepared, specific, and move the relationship forward
Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room