Velocity Account Executive

About this role

VELOCITY ACCOUNT EXECUTIVE

Location: Draper, UT / Park City, UT or Remote

Team: Sales

Reports to: Ben Card

Compensation: $60K–$100K base / $60K–$100K variable

Role type: Full-time

🚀 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 other financial services 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 http://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: You are self-driven, use good judgment, and deliver high-quality work at speed.

🌎 World Class: You demonstrate excellence, study what great looks like, continuously learn, and raise the bar for the team.

🤝 Direct + Kind + No Drama: You communicate directly and openly, act with and assume best intent, and handle conflict productively.

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.

🎯 ABOUT THE ROLE

Jump is looking for a Velocity Account Executive to open, manage, and close B2B software deals in an SMB, high-volume, high-velocity sales motion.

As an early AE, you’ll help build Jump’s outbound sales motion to deliver and source reliable, qualified revenue every month. You’ll carry an annual ARR quota measured monthly, build pipeline to hit and exceed quota goals, and manage opportunities with maniacal CRM organization.

This is a high-impact role for someone who wants to learn how to be a great AE, loves high-performing SMB sales, and is ready to chip in anywhere to help the team win.

🛠️ WHAT YOU’LL DO

- Open, manage, and close B2B software deals in an SMB / very high-velocity sales motion.

- Carry an annual ARR quota, measured monthly.

- Build a pipeline of sales opportunities to hit and exceed quota goals.

- Manage pipeline in CRM with maniacal organization.

- Work with Jump’s awesome financial advisor customers.

- Manage an extremely high-velocity, high-volume SMB-facing sales motion.

- Create leverage for yourself using the latest AI-enabled sales technology.

- Use clear verbal and written communication to represent Jump’s brand well with prospects and customers.

- Help Jump stay the category leader, trusted and loved by customers.

- Help build Jump into a career-making, exceptional place to work.

🙌 ABOUT YOU

You may be a strong fit if you:

- Want to have real impact helping build an early-stage AI software company.

- Are willing to work at a very early-stage tech company and are excited about the related opportunities and challenges.

- Want to learn how to be a great AE and don’t need handholding to thrive.

- Are coachable, hungry, competitive, and sharp.

- Are excited by the prospect of helping financial advisors leverage cutting-edge AI to optimize their workflows.

- Love high-performing, high-volume, high-velocity SMB sales.

- Use AI in your own day-to-day sales work and want to use even more.

- Have excellent verbal and written communication skills.

- Are a great ambassador of the brand you represent.

- Bring a direct, kind, low-drama working style and a desire to help Jump raise the bar.

✅ WHAT YOU’VE DONE

- Demonstrated the ability to prospect successfully in previous roles.

- Sold software products with success.

- Been a top-performing AE throughout your career.

✨ NICE TO HAVES

- Experience selling SaaS, AI, workflow automation, or advisor-facing technology.

- Experience selling into financial services, WealthTech, or adjacent regulated industries.

- Experience in a high-volume SMB sales motion.

- Experience at a Series A–B startup or early-stage technology company.

💡 WHY THIS ROLE MATTERS

Jump is growing quickly, and our SMB sales motion is a critical part of building reliable, repeatable revenue. This role will help create new customer relationships, strengthen Jump’s outbound engine, and bring practical, compliant AI technology to more financial advisors.

As a Velocity Account Executive, you’ll help turn market demand into revenue while shaping a fast, high-volume sales motion that supports Jump’s next stage of growth.

🎁 COMPENSATION & BENEFITS

- $60K–$100K base.

- $60K–$100K variable.

- Equity.

- Medical, dental, and vision benefits.

- 401(k) available.

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