Mid Market Account Executive

Location: Draper, UT or Remote

Team: Sales

Reports to: Director, Enterprise Sales

Role type: Full-time

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, 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.

Jump is looking for a Mid Market Account Executive to help build pipeline, manage full-cycle sales opportunities, and close new business with mid-market financial services customers.

In this role, you’ll use creative outbound prospecting strategies to identify and engage prospective customers, qualify and advance pipeline, manage procurement, and close qualified opportunities. You’ll help Jump stay the category leader—trusted and loved by customers—while contributing to a high-velocity sales culture at an early-stage AI software company.

This is a high-impact role for someone who wants to have real ownership, exceed ambitious revenue targets, and help build Jump into a career-making, exceptional place to work.

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  Build pipeline with creative outbound prospecting strategies.

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  Consistently exceed monthly and quarterly revenue targets.

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  Qualify and advance pipeline through strong full-cycle sales management.

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  Manage procurement processes and close qualified opportunities.

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  Use value-based selling frameworks to connect Jump’s AI capabilities to clear customer outcomes.

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  Simplify complex AI concepts into compelling customer value through strong communication and storytelling.

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  Partner with Sales leadership and cross-functional teams to improve the sales motion, customer experience, and win rates.

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

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

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  5+ years of closing experience with a technology company, preferably SaaS.

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  Proven track record of exceeding quota in mid-market segments.

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

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  Skilled in value-based selling frameworks such as MEDDPICC, Challenger, or similar.

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  Strong communication and storytelling skills, with the ability to simplify complex AI concepts into customer value.

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  Bonus: experience at a Series A–B startup or in a founding AE role.

You may be a strong fit if you:

• Want to have real impact helping build an early-stage AI software company serving financial advisors and other financial services customers.

• Understand what it means to work at a very early-stage tech company and are excited about the related opportunities and challenges.

• Bring a high-ownership, self-motivated, resourceful approach to sales.

• Communicate clearly and can tell a compelling story about customer value.

• Thrive in a fast-moving environment where priorities can evolve quickly.

• Bring 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.

• Existing familiarity with wealth management, broker-dealer, RIA, banking, or insurance ecosystems.

• Experience partnering closely with Sales leadership, Product, Customer Success, Marketing, and RevOps.

• Experience building pipeline through creative outbound motions in an early-stage environment.