← Back to results

Enterprise Account Executive

Join Jump as an Enterprise Account Executive to drive sales of AI technology in the financial services sector.

Location
Remote
Compensation
$250k–$280k/yr
Level
senior
Type
full time · Hybrid

Posted by employer 3 months ago

First seen on Joblaze 1 week ago

Last verified on the company career page 55 minutes ago

Apply at Jump → Save job Scanned from jumpapp.com

Skills & Technologies

AI in the day-to-day

Our AI assistant helps financial advisors automate the client meeting cycle and other workflows.

Requirements

Experience
5+ years
Education
Bachelor's degree

Not disclosed in this posting: visa sponsorship.

Benefits

401k Match Unlimited PTO Equity/Stock Options Health Insurance

Joblaze summary

In the role of Enterprise Account Executive at Jump, the individual will focus on building and nurturing relationships with large financial institutions, managing the entire sales cycle from prospecting to closing. Key skills include a strong background in enterprise SaaS sales, particularly within the financial services sector, and expertise in consultative selling. This position is ideal for someone with over five years of experience who thrives in complex sales environments and is adept at engaging with senior stakeholders. Jump's emphasis on collaboration across teams highlights its commitment to delivering tailored solutions that meet client needs.

Joblaze insights

Quick facts

Is the Enterprise Account Executive role remote?
It's hybrid — Jump expects some on-site time in Remote.
What's the salary range?
Jump lists $250,000–$280,000 for this role.
How much experience is required?
At least 5 years of relevant experience for this Enterprise Account Executive role.
Where is the role based?
Jump is hiring for this position in Remote.
What's the tech stack?
Joblaze extracted these technologies from the posting: AI/ML, SaaS.
What seniority level is this role?
Jump targets senior candidates for this position.
Is this full-time or contract?
Full-time for this Enterprise Account Executive role at Jump.

From the original posting

Location: Remote / Draper, UT Hybrid

Team: Sales

Reports to: Jeff Monson

Compensation: $250K - $280K OTE on a 50/50 split

Role type: Full-time

About Jump

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.

About the Role

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.

What You’ll Do

  • 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.

About You

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.

Nice to Haves

  • 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.

Benefits

  • 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

Similar positions

Jump
Jump
Jump
Sr. Manager, ABM
Jump · Remote
DualEntry
Enterprise Account Executive (San Francisco, Hybrid)
DualEntry · San Francisco (Hybrid)