Velocity Account Manager

Jump•,

7d•$75,000 - $105,000

About The Position

The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is accountable for gross revenue retention (GRR), net revenue retention (NRR), and expansion across that book. This quota-carrying role requires strong commercial instincts and the ability to manage a large book efficiently, stay ahead of risk, and identify expansion opportunities. The role operates in a fast-moving, signal-rich startup environment and calls for using available tools to increase account coverage without sacrificing quality. The position focuses on proactively driving customer value realization, renewals, and saves; identifying and closing upsell opportunities; and maintaining an accurate pipeline and forecast in Salesforce. The account manager runs proactive outreach based on lifecycle triggers and usage signals, delivers prepared and purposeful customer interactions, and maintains in-depth knowledge of Jump’s core features and roadmap. Jump develops AI tools and workflow products for financial advisors.

Requirements

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 a record of hitting those targets.
Experience using data and usage signals to prioritize accounts and time outreach.
Experience building or executing scalable engagement playbooks in a high-velocity environment.
Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency.
Experience using Salesforce or a comparable CRM to manage pipeline and forecast accurately.
Strong commercial instincts, organization, consistency, clear communication, and comfort with ambiguity in a startup environment.

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 large book of Velocity RIA accounts.
Proactively execute value-realization, renewal, and save motions.
Identify and close upsell and expansion opportunities within the account book.
Maintain a clean pipeline and accurate forecasts in Salesforce.
Run proactive outreach cadences based on lifecycle triggers and usage signals.
Deliver prepared, specific customer interactions that move relationships forward.
Maintain deep knowledge of Jump’s core product features and roadmap.
Use data and signals to prioritize accounts and manage account coverage efficiently.