Sales Development Representative
About the Role
Open new opportunities with qualified prospective customers for Jump Account Executives. As one of the first SDRs, build Jump’s outbound sales motion to deliver and source reliable, qualified pipeline every month. Be ready to chip in anywhere to help the team win.
Carry a meetings quota
Build a pipeline of $100k ARR each month
Willing to cold call and email prospects with the intention of booking a meeting
Work with our awesome financial advisor customers
Manage an extremely high velocity high volume SMB facing sales motion, including creating leverage for yourself via the latest AI-enabled salestech
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 want to have real impact helping to build an early-stage AI software company
You are willing to work at a very early stage tech company and are super excited about the related opportunities and challenges
You want to learn how to be a great SDR (and eventual AE) and don’t need handholding to thrive - you are coachable, hungry, competitive, and sharp
You are excited by the prospect of helping financial advisors leverage cutting edge AI to optimize their workflows
You love high performing, high volume, high velocity SMB sales
You use AI in your own day-to-day sales work and want to use even more
Your verbal and written communication is excellent
You’re a great ambassador of the brand you represent
What You’ve Done
You can demonstrate competitive drive and want to win
You can demonstrate hustle and grit
You are sharp and demonstrate a willingness to learn
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 into other finserv 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, 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, World Class, and Direct + Kind + No Drama.
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
Must be a resident of United States
Title - Product Specialist
Reports To - Som Ameri (Product Specialist Manager)
Location - Draper, UT
Hybrid - 4 days in office, 1 day remote
About the Role
Become a trusted expert on all things Jump, relied on by Jump customers and prospects. Help manage Jump’s customer support desk, responding quickly and competently to financial advisors’ questions, issues, and requests. Keep track of pending customer issues, and keep customers up-to-date on the status of those issues. Contribute wherever needed. Jump is a customer-experience-obsessed company, so this is a very important role on the team.
Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom.
Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)
Debug and resolve some customer issues live over Zoom calls.
Leave our customers feeling delighted with your interactions.
Be a Jump expert and constantly educate users on how to get the most out of Jump’s features.
Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams.
Help establish Jump as the category leader, trusted and loved by customers.
Help build Jump into a career-making, exceptional place to work.
About You
You are a top-5% writer + verbal communicator – clear, professional, and quick.
You learn and work quickly and independently.
You are meticulous, detail-oriented, and great at multi-tasking.
You are a relationship builder, and a professional and personable ambassador of any brand you represent.
You are responsible and take accountability.
You are comfortable using technical interfaces, and good at thinking methodically about why something might not be working, though you do not need to know anything about computer programming, math, or AI.
You understand what it means to work at an early-stage tech company and are excited about the related opportunities and challenges.
You are excited by the prospect of helping financial advisors leverage cutting-edge AI.
What You’ve Done
You were a high-performing student in high school and college. (College degree required.)
Helpful if you have 1-5 years of professional experience, preferably in a customer-facing role in tech, though we do also hire new college grads.
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 into other finserv 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, 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, World Class, and Direct + Kind + No Drama.
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
Must be a resident of United States
Compensation & Benefits
$65,000-$80,000
Equity
Flexible PTO
$500 WFH Stipend
Medical: $0 premium health plan for your family
Ancillary Benefits: Dental, Vision, Life, Disability, Indemnity, etc.
Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc.
Laptop + $500 budget for workspace setup
Paid Parental Leave: 2-4 weeks non-birthing, 6-16 weeks birthing, depending on tenure.
Equal Opportunity Employer
Jump is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
","descriptionPlain":"Title - Product Specialist\n\nReports To - Som Ameri (Product Specialist Manager)\n\nLocation - Draper, UT\n\nHybrid - 4 days in office, 1 day remote\n\nAbout the Role\n\nBecome a trusted expert on all things Jump, relied on by Jump customers and prospects. Help manage Jump’s customer support desk, responding quickly and competently to financial advisors’ questions, issues, and requests. Keep track of pending customer issues, and keep customers up-to-date on the status of those issues. Contribute wherever needed. Jump is a customer-experience-obsessed company, so this is a very important role on the team.\n\n - Help manage the high-velocity, high-volume Jump Help Desk – a chat interface powered by Intercom.\n\n - Serve as a representative of Jump by responding quickly and professionally to our customers’ requests. (Our customers are financial advisors.)\n\n - Debug and resolve some customer issues live over Zoom calls.\n\n - Leave our customers feeling delighted with your interactions.\n\n - Be a Jump expert and constantly educate users on how to get the most out of Jump’s features.\n\n - Note customers’ feature requests and recurring issues, and highlight those for the product and engineering teams.\n\n - Help establish Jump as the category leader, trusted and loved by customers.\n\n - Help build Jump into a career-making, exceptional place to work.\n\nAbout You\n\n - You are a top-5% writer + verbal communicator – clear, professional, and quick.\n\n - You learn and work quickly and independently.\n\n - You are meticulous, detail-oriented, and great at multi-tasking.\n\n - You are a relationship builder, and a professional and personable ambassador of any brand you represent.\n\n - You are responsible and take accountability.\n\n - You are comfortable using technical interfaces, and good at thinking methodically about why something might not be working, though you do not need to know anything about computer programming, math, or AI.\n\n - You understand what it means to work at an early-stage tech company and are excited about the related opportunities and challenges.\n\n - You are excited by the prospect of helping financial advisors leverage cutting-edge AI.\n\nWhat You’ve Done\n\n - You were a high-performing student in high school and college. (College degree required.)\n\n - Helpful if you have 1-5 years of professional experience, preferably in a customer-facing role in tech, though we do also hire new college grads.\n\n\nABOUT JUMP\n\nJump’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 into other finserv verticals.\n\nJump 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.\n\nJump 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.\n\nJump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.\n\nJump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.\n\nPlease 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\n\n\n\n\nREMOTE RESTRICTIONS\n\n - Must be a resident of United States\n\nCompensation & Benefits\n\n - $65,000-$80,000\n\n - Equity\n\n - Flexible PTO\n\n - $500 WFH Stipend\n\n - Medical: $0 premium health plan for your family\n\n - Ancillary Benefits: Dental, Vision, Life, Disability, Indemnity, etc.\n\n - Tax Savings: 401k, HSA, FSA, Dependent Care FSA, Commuter, etc.\n\n - Laptop + $500 budget for workspace setup\n\n - Paid Parental Leave: 2-4 weeks non-birthing, 6-16 weeks birthing, depending on tenure.\n\nEqual Opportunity Employer\n\nJump is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees."},{"id":"1e4924ff-ba9d-4cee-a676-42f61ed9f69e","title":"Staff/Principal Software Engineer - Poland","department":"Engineering, Product & Design","team":"Software Development","employmentType":"FullTime","location":"Poland","secondaryLocations":[],"publishedAt":"2026-01-29T22:58:31.578+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressCountry":"Poland"}},"jobUrl":"https://jobs.ashbyhq.com/jump-app/1e4924ff-ba9d-4cee-a676-42f61ed9f69e","applyUrl":"https://jobs.ashbyhq.com/jump-app/1e4924ff-ba9d-4cee-a676-42f61ed9f69e/application","descriptionHtml":"Staff/Principal Software Engineer - Poland
Hey there! We are Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more.
What is the job?
To succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together.
If you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud.
This role pays $70/hr and is for global software engineering contractors.
You can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff!
What is the hiring process?
We have a 4 step hiring process and it takes about a week.
First, you’ll be invited to a quick screening call
Second, you’ll be invited to a quick coding challenge
Third, if your code looks good, our final step is a short chat with our CTO
Finally, you'll be invited to a trial week to work with our team
Our Culture
We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family.
Other info:
We buy the subscriptions you need (Cursor.ai, ChatGPT, etc)
We’re a small and efficient dev team
We’re growing gangbusters. All revenue-backed, super low churn.
Raised a $80M Series-B
$30-$70/hour depending on experience
HQ based in SLC, Utah
You can work any hours (aiming for 3 hours overlapping HQ's hours)
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 into other finserv 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, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series B company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.
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
*Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.
","descriptionPlain":"Staff/Principal Software Engineer - Poland\n\nHey there! We are Jumpapp.com http://Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance.\n\nJump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing 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, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more.\n\nWhat is the job?\n\nTo succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together.\n\nIf you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud.\n\nThis role pays $70/hr and is for global software engineering contractors.\n\nYou can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff!\n\nWhat is the hiring process?\n\nWe have a 4 step hiring process and it takes about a week.\n\nFirst, you’ll be invited to a quick screening call\n\nSecond, you’ll be invited to a quick coding challenge\n\nThird, if your code looks good, our final step is a short chat with our CTO\n\nFinally, you'll be invited to a trial week to work with our team\n\nOur Culture\n\nWe have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family.\n\nOther info:\n\n - We buy the subscriptions you need (Cursor.ai http://Cursor.ai, ChatGPT, etc)\n\n - We’re a small and efficient dev team\n\n - We’re growing gangbusters. All revenue-backed, super low churn.\n\n - Raised a $80M Series-B\n\n - $30-$70/hour depending on experience\n\n - HQ based in SLC, Utah\n\n - You can work any hours (aiming for 3 hours overlapping HQ's hours)\n\n\n\n\nABOUT JUMP\n\nJump’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 into other finserv verticals.\n\n\n\nJump 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.\n\n\n\nJump 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.\n\n\n\nJump is a Series B company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.\n\n\n\nJump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.\n\n\n\nPlease 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\n\n\n\n*Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.\n\n"},{"id":"308fdc31-2b9c-41e6-8793-eee9028ac92b","title":"Enterprise Account Executive","department":"Go To Market","team":"Sales","employmentType":"FullTime","location":"Remote","secondaryLocations":[],"publishedAt":"2026-06-02T17:21:14.318+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"US","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/jump-app/308fdc31-2b9c-41e6-8793-eee9028ac92b","applyUrl":"https://jobs.ashbyhq.com/jump-app/308fdc31-2b9c-41e6-8793-eee9028ac92b/application","descriptionHtml":"Location: Remote / Draper, UT Hybrid
Team: Sales
Reports to: Jeff Monson
Compensation: $250K - $280K OTE on a 50/50 split
Role type: Full-time
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
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.
As an Enterprise Account Executive at Jump, you’ll be responsible for acquiring and growing relationships with large financial institutions. You will own the full sales cycle from prospecting to close, using a consultative selling approach to understand each client’s needs and deliver tailored solutions that drive real business outcomes.
You’ll partner closely with Product, Customer Success, Marketing, and executive teams to ensure success for Jump’s most important customers and prospects.
This is a high-impact role for someone who is excited to sell category-leading AI technology into complex financial services organizations, thrives in long-cycle enterprise sales, and wants to help transform the advisor and client experience.
Prospect, manage, and close new business with large financial institutions, including wealth management firms, broker-dealers, banks, and insurance firms.
Drive discovery calls, demos, and collaborative solution design for prospective clients.
Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, workflows, compliance needs, and buying processes.
Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
Build strong relationships with executive, technical, compliance, and business stakeholders on the client side.
Collaborate cross-functionally with Product, Customer Success, Marketing, 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, competitive dynamics, and opportunities across financial services.
Help Jump stay the category leader, trusted and loved by customers.
You may be a strong fit if you have:
5+ years of experience in enterprise SaaS sales or similar, with a track record of exceeding quota.
Proven success selling to large financial institutions, including RIAs, broker-dealers, banks, insurance firms, or similar enterprise buyers.
Deep experience with consultative, solution-based selling and multi-stakeholder deal management.
Strong understanding of financial services workflows, buying processes, and compliance requirements.
Excellent communication, negotiation, and presentation skills, both verbal and written.
Ability to navigate complex, long sales cycles and build trust with senior-level stakeholders.
High ownership, self-motivation, resourcefulness, and strong judgment.
Experience using CRM tools such as Salesforce, HubSpot, or similar.
Bachelor’s degree or equivalent experience preferred.
A direct, kind, low-drama working style and a desire to help Jump raise the bar.
Experience selling AI, workflow automation, compliance, data, or advisor-facing technology.
Experience working at a Series A–C company or similarly fast-moving environment.
Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.
Experience partnering closely with Product, Customer Success, Marketing, and executive teams in strategic sales cycles.
ISO Equity options
Uncapped Paid Vacation
$0 Medical insurance premium for the whole family
$500 Workspace Setup Stipend
Dental, vision, & Indemnity coverage
HSA, FSA, & Dependent Care FSA
Company-paid Life Insurance
Tax-free Commuter savings
401(k) available
As a Strategic Account Executive at Jump, you will be the lead architect for our most significant and complex partnerships. You won't just manage a territory; you will own the end-to-end strategy for acquiring and expanding within the world’s largest and most prestigious financial institutions. You will navigate massive, multi-entity organizations to secure foundational partnerships that redefine how they leverage AI. This is a high-impact role requiring a blend of visionary selling, political navigation, and rigorous execution.
Targeted Strategic Pursuit: Identify and lead the pursuit of \"Top 25\" global financial institutions, developing bespoke account plans for Tier-1 banks, global asset managers, and national broker-dealers.
C-Suite Influence: Build and maintain deep, trust-based relationships with CXO-level stakeholders, aligning Jump’s AI roadmap with the client’s overarching digital transformation goals.
Complex Deal Architecture: Lead the negotiation of high-complexity, multi-million dollar contracts involving intricate legal, security, and data privacy requirements.
Cross-Functional Orchestration: Act as the \"internal CEO\" for your accounts, coordinating efforts across Product, Engineering, Legal, and Customer Success to ensure we over-deliver on strategic commitments.
Category Leadership: Serve as a thought leader in the FinServ AI space, helping institutional leaders navigate the transition from legacy workflows to AI-augmented operations.
Expansion Strategy: Beyond the initial \"land,\" you will develop strategies for \"expanding\" Jump’s footprint across various business units and international geographies within the parent organization.
Minimum 8+ years of experience in Enterprise/Strategic SaaS sales, specifically managing $500k+ ARR deal cycles with a history of hitting/exceeding multi-million dollar annual quotas.
Deep domain expertise in the institutional financial landscape, including an intimate understanding of the regulatory hurdles (SEC, FINRA) and internal \"red tape\" common in global firms.
Proven ability to navigate 12–18 month sales cycles involving 10+ stakeholders across IT, Compliance, Procurement, and Business Lines.
You sell outcomes, not features. You can articulate the ROI of AI in a way that resonates with a CFO and a Chief Digital Officer alike.
Elite presentation skills; you are as comfortable in a boardroom as you are in a technical deep-dive.
You thrive in a \"Direct + Kind + No Drama\" environment and take full ownership of your book of business without needing a manual.
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 into other finserv verticals.
Jump leads its category in market share and customer satisfaction, serving industry giants like LPL, Osaic, Raymond James, and Cetera. Backed by Battery, Sorenson, and Citi, Jump is led by a world-class team from Google, Snowflake, and JPMorgan.
$300K - 350K OTE
Significant Equity Stake
Comprehensive Benefits: Medical, dental, vision, and 401k.
Who are we?
Hey there! We are Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing. Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more.
Job Description:
As a Quality Assurance Specialist, you will be responsible for thoroughly testing software changes, reporting bugs and creating test artifacts including but not limited to test cases, checklists, shared testing data. You will play a crucial role in ensuring our product meets the highest standards of quality while supporting and improving our release velocity. We’re looking for someone who can treat this as their primary professional commitment and be reliably available during agreed working hours. This role requires consistent focus throughout the week and is not well-suited for candidates juggling multiple full-time contracts.
Skills and Qualifications:
Strong analytical and critical thinking skills to be able to evaluate, understand, and clarify requirements, and develop a testing strategy to cover the requirements adequately.
Ability to effectively troubleshoot, and prioritize bugs, including clear concise bug reporting.
Strong testing skills, and deep knowledge of various testing types.
Strong sense of ownership, and a proactive, independent problem-solving mindset.
Exemplary verbal and written communication skills, essential for effective asynchronous and remote collaboration.
Demonstrated success working independently in a fully remote environment. This role requires exceptional self-management, high autonomy, and the ability to effectively manage your time and projects with minimal oversight.
Positive attitude and growth mindset.
An eye for what slows teams down and an ability to surface opportunities for improvement.
You have experience with:
Web, mobile, backend, AI tooling hands-on testing
Risk-based and context-driven testing
End-to-end testing ownership
Developing a subject matter expertise of the products and systems under test
Advocating for quality throughout the SDLC
Reviewing and analyzing requirements
Defining holistic testing approaches
Bug triages
Working closely with product and engineering from early stages of development
What is the hiring process?
Intro screen call.
Paid 8-hour trial where you will be testing our app and reporting the bugs you find.
60-minute deep dive into your background and QA approach.
30-minute interview with the team to assess team fit.
Our Culture
We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.
Other info:
HQ based in SLC, Utah
You can work any hours aiming for at least 3 hours overlapping HQ's hours from anywhere outside of the United States
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 into other finserv 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, 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.
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
Staff/Principal Software Engineer - South America
Hey there! We are Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more.
What is the job?
To succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together.
If you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud.
This role pays $70/hr and is for global software engineering contractors.
You can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff!
What is the hiring process?
We have a 4 step hiring process and it takes about a week.
First, you’ll be invited to a quick screening call
Second, you’ll be invited to a quick coding challenge
Third, if your code looks good, our final step is a short chat with our CTO
Finally, you'll be invited to a trial week to work with our team
Our Culture
We have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family.
Other info:
We buy the subscriptions you need (Cursor.ai, ChatGPT, etc)
We’re a small and efficient dev team
We’re growing gangbusters. All revenue-backed, super low churn.
Raised a $80M Series-B
$30-$70/hour depending on experience
HQ based in SLC, Utah
You can work any hours (aiming for 3 hours overlapping HQ's hours) from anywhere outside of the United States
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 into other finserv 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, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series B company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.
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
*Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process.
","descriptionPlain":"Staff/Principal Software Engineer - South America\n\nHey there! We are Jumpapp.com http://Jumpapp.com, AI for Financial Advisors. Jump’s mission is to empower financial advisors, firms, and clients to thrive in the age of AI with smarter workflows, deeper insights, and enterprise-grade security and compliance.\n\nJump leads its category in market share, customer satisfaction, and analyst rankings, and is rapidly growing 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, EY, Bain Capital Ventures, Auditboard, Nitrogen, and more.\n\nWhat is the job?\n\nTo succeed in this role, you should have at least 6 years of professional software engineering experience. The details of your tech background don’t matter as much as your ability to approach problems with curiosity and good judgment. We want people who can adjust when priorities shift and who see every new challenge as a chance to learn. Just as importantly, we value clear and respectful communication — the kind that involves both listening to feedback and offering it thoughtfully to help the whole team grow. In our culture, setbacks aren’t about blame, they’re about collaboration, problem-solving, and moving forward together.\n\nIf you don't have experience with everything in our tech stack still apply! We are willing to teach the right candidates and get them up to speed. Our tech stack is Elixir, Liveview, Postgres, Github, k8s & Terraform on Google Cloud.\n\nThis role pays $70/hr and is for global software engineering contractors.\n\nYou can work any hours from anywhere. Our code is clean, well tested, well architected and fun to work in. You’ll love how quickly you can ship stuff!\n\nWhat is the hiring process?\n\nWe have a 4 step hiring process and it takes about a week.\n\nFirst, you’ll be invited to a quick screening call\n\nSecond, you’ll be invited to a quick coding challenge\n\nThird, if your code looks good, our final step is a short chat with our CTO\n\nFinally, you'll be invited to a trial week to work with our team\n\nOur Culture\n\nWe have a rigorous hiring process yet a kind and encouraging culture. We hire for a mix of experience, aptitude & attitude. We are a family-first company, so we work smart and hard but not round the clock at the expense of family.\n\nOther info:\n\n - We buy the subscriptions you need (Cursor.ai http://Cursor.ai, ChatGPT, etc)\n\n - We’re a small and efficient dev team\n\n - We’re growing gangbusters. All revenue-backed, super low churn.\n\n - Raised a $80M Series-B\n\n - $30-$70/hour depending on experience\n\n - HQ based in SLC, Utah\n\n - You can work any hours (aiming for 3 hours overlapping HQ's hours) from anywhere outside of the United States\n\n \n\n\nABOUT JUMP\n\nJump’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 into other finserv verticals.\n\n \n\nJump 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.\n\n \n\nJump 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.\n\n \n\nJump is a Series B company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.\n\n \n\nJump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.\n\n \n\nPlease 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\n\n \n\n*Note candidates must wait at least six months before re-applying for the same role. Candidates who apply sooner will be disqualified from the hiring process."},{"id":"494b3fa5-e1bb-4dc1-8c85-e528e02845e9","title":"Sr. Manager, Customer Marketing","department":"Go To Market","team":"Marketing ","employmentType":"FullTime","location":"Remote","secondaryLocations":[],"publishedAt":"2026-10-07T15:20:29.974+00:00","isListed":true,"isRemote":true,"workplaceType":"Remote","address":{"postalAddress":{"addressRegion":"","addressCountry":"US","addressLocality":""}},"jobUrl":"https://jobs.ashbyhq.com/jump-app/494b3fa5-e1bb-4dc1-8c85-e528e02845e9","applyUrl":"https://jobs.ashbyhq.com/jump-app/494b3fa5-e1bb-4dc1-8c85-e528e02845e9/application","descriptionHtml":"Location: Remote
Team: Corporate Marketing
Reports to: Lauren Sheppard, Senior Director, Corporate Marketing
Compensation: 140,000-180,000
Role type: Full time
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our AI assistant helps financial advisors automate the client meeting cycle and other workflows, turning meetings, emails, and documents into structured data, automated workflows, and compliance-ready outputs.
Jump leads its category in market share and customer satisfaction, serving leading financial services firms. We’re building the intelligence layer that powers the modern advisory firm—helping advisors save time, grow faster, and deliver better outcomes for their clients.
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.
Jump is looking for a Senior Manager, Customer Marketing to build the customer marketing function from the ground up, turning our most successful customers into the proof, references, and advocates that represent next-gen financial advising. You'll find and tell the customer stories that give Sales and Marketing real proof to work with, build an efficient customer reference program, and create an advocacy engine that keeps customers engaged and vocal on our behalf. Along the way, you'll drive a steady output of case studies, high-production videos, and customer-first content to show real social proof everywhere it matters.
Own Customer Marketing Strategy
Own relationships with our flagship customers and drive co-marketing strategies (case studies, joint webinars, co-presentations, joint PR) that elevate both brands.
Build the case study and thought leadership engine that gives Sales real proof points, with a focus on producing visible wins fast as we enter new verticals.
Own the customer marketing budget, vendor relationships, and reporting on program performance and pipeline influence.
Build Customer Advocacy From the Ground Up
Design and launch Jump Club, our incentive program for customer engagement, alongside our referral, review (G2), and community programs.
Stand up and run a Customer Advisory Board and user group programming that deepens relationships with our most engaged customers.
Create a system of recognition and rewards that turns satisfied customers into public promoters.
Formalize the Customer Reference Program
Build a systematic reference program that gives Sales a reliable, always-current bench of approved customers to point to in a deal.
Own the end-to-end process: intake, approval, scheduling, and keeping references fresh and healthy over time.
Partner with Sales to close the loop on requests quickly, so no deal stalls waiting on a reference.
Partner With CS on Lifecycle and Expansion
Own onboarding, adoption, and renewal communications that keep customers engaged from day one.
Partner directly with CS on upsell/cross-sell playbooks and campaigns, including onsite events that put thought leadership in front of new parts of an account to drive expansion.
Build QBR support materials and account-level nurture that turn retained revenue into expansion revenue.
Customer Marketing Strategy: You’ve built the goals and supporting programs for a thriving customer marketing function.
Proof in Market: Multiple case studies and a thought-leadership campaign are live, along with press releases covering our major customer wins.
Reference Readiness: A formal reference program is running with Sales, with a current, healthy bench of approved references and clear SLAs.
Advocacy Engine: Jump Club and our G2 review program are live, with measurable growth in reviews, ratings, and referral volume.
Built to Scale: Logo rights and customer marketing participation are standard in new contracts, and a formal Sales handoff is in place so every new customer knows how to work with us from day one.
You may be a strong fit if you have:
5+ years building or scaling a customer marketing function at a high-growth B2B software company, ideally from an early stage.
Creative Orientation: a track record of originating customer marketing strategies and programs, not just executing an existing playbook.
Fluency in current customer marketing best practices: reference and advocacy programs, review platforms like G2, customer communities, and how AI is changing case study and reference production.
Expert communicator and comfortable building content and relationships that resonate with senior stakeholders at major enterprise and financial services accounts.
Cross-functional Influence: a track record of getting Sales, CS, and Legal to adopt a new program or process.
Experience working at a Series A–C company or similarly fast-moving environment.
Experience in Financial Services or Wealth Management.
ISO Equity options
Uncapped Paid Vacation
$0 Medical insurance premium for the whole family
$500 Workspace Setup Stipend
Dental, vision, & Indemnity coverage
HSA, FSA, & Dependent Care FSA
Company-paid Life Insurance
Tax-free Commuter savings
401(k) available