Note: The job is a remote job and is open to candidates in USA. Jump - Advisor AI is seeking an Enterprise Account Manager to manage relationships with large financial institutions. The role involves driving client outcomes through consultative engagement and managing the full account lifecycle, including adoption, retention, and expansion.
Responsibilities
- Lead consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy
- Develop, negotiate, and close high-value expansion and renewal deals across multi-stakeholder organizations
- Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers
- Build relationships across executive, technical, and business stakeholders - 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
Skills
- Minimum 5 years of experience in enterprise SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
- Proven success managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- Excellent communication and negotiation skills - comfortable running executive conversations and closing complex deals
- High degree of ownership, self-motivation, and resourcefulness
- Experience in fintech, wealthtech, or financial services
- Experience building enterprise AM programs at a high-growth startup
Benefits
- Equity
- Medical, dental, vision benefits
- 401k available
Company Overview