Velocity Account Manager
Manage a high-volume book of SMB RIA accounts, focusing on retention and expansion in a fully remote role.
Posted by employer 1 week ago
First seen on Joblaze 1 week ago
Last verified on the company career page 8 hours ago
Skills & Technologies
What you'll build
- Own GRR, NRR, and expansion quota across a large book of Velocity RIA accounts
- Execute value realization, renewal, and save motions proactively
- Identify and close upsell and expansion opportunities within your book
- Maintain clean pipeline and accurate forecasting in Salesforce
- Run proactive outreach cadences tied to lifecycle triggers and usage signals
Must have
- 2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
- Owned a high-volume book with measurable GRR, NRR, or expansion targets
- Used data and usage signals to prioritize accounts and time outreach
- Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
Nice to have
- Experience in fintech, wealthtech, or financial services
- Familiarity with RIAs or broker-dealers
AI in the day-to-day
You are an active user of AI tools and bring that into how you manage your book.
Requirements
- Experience
- 2–4 years
Not disclosed in this posting: visa sponsorship.
Benefits
Joblaze summary
The Velocity Account Manager at Jump is responsible for managing a substantial portfolio of SMB RIA accounts, focusing on growth and retention metrics. This role requires proficiency in data-driven decision-making and the use of AI tools to enhance account management and customer engagement. Ideal candidates have 2-4 years of experience in a quota-carrying position within B2B SaaS, particularly in fintech or financial services, and thrive in a fast-paced startup environment. Jump's team is composed of professionals from leading tech and finance companies, emphasizing a strong market presence.
Joblaze insights
- Listed 8 days ago — first seen on Joblaze October 31, 2026. Last confirmed on Jump's careers page November 8, 2026.
- Salary band is below the typical range for Sales/Marketing roles (median ~$140,000).
- Starts above 10% of 92 comparable mid sales/marketing roles that list SaaS we track (median $112,650 across 43 companies). See SaaS salary trends
- SaaS appears in 7.7% of 3665 comparable mid sales/marketing roles; Account Management appears in 0.5% of 3665 comparable mid sales/marketing roles.
Quick facts
- Is the Velocity Account Manager role remote?
- Yes — Jump lists this as a fully remote position.
- What's the salary range?
- Jump lists $75,000–$105,000 for this role.
- How much experience is required?
- 2–4 years of relevant experience for this Velocity Account Manager role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: AI, Account Management, B2B, SaaS, Sales.
- What seniority level is this role?
- Jump targets mid-level candidates for this position.
- Is this full-time or contract?
- Full-time for this Velocity Account Manager role at Jump.
From the original posting
Jump Advisor AI - Velocity Account Manager
About the Role
The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is fully accountable for GRR, NRR, and expansion across that book. This is a quota-carrying role where commercial instinct is the differentiator: you know how to work a large book efficiently, stay ahead of risk, and find expansion.
You will operate in a fast-moving, signal-rich environment. The expectation is that you use every tool available to cover more ground without sacrificing quality. The right person for this role gets energized by commercial targets and builds systems that make them more effective over time.
What You'll Own
Book and Quota
Own GRR, NRR, and expansion quota across a large book of Velocity RIA accounts
Execute value realization, renewal, and save motions proactively
Identify and close upsell and expansion opportunities within your book
Maintain clean pipeline and accurate forecasting in Salesforce; your forecast should reflect reality, not optimism
Customer Engagement
Run proactive outreach cadences tied to lifecycle triggers and usage signals
Deliver customer interactions that are prepared, specific, and move the relationship forward
Maintain product depth across Jump's core features and roadmap so you are the most knowledgeable person in the room
About You
You are commercially wired: retention is the floor, expansion is the goal
You run a tight operation - organized, consistent, never lets an account go dark
You use data and signals to prioritize
You communicate clearly and get to the point; you do not over-explain
You are an active user of AI tools and bring that into how you manage your book
You are comfortable with ambiguity and move fast in a startup environment
What You've Done
2-4 years of quota-carrying experience in account management, sales, or customer success at a B2B SaaS company
Owned a high-volume book with measurable GRR, NRR, or expansion targets - and hit them
Used data and usage signals to prioritize accounts and time outreach, not just a calendar reminder
Built or executed scalable engagement playbooks in a high-velocity environment
Demonstrated use of AI tools to improve output quality, account coverage, or engagement efficiency
Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs or broker-dealers
Compensation and Benefits
Compensation: $100,000-$140,000 OTE | 75/25 base/variable split (Base range: $75,000 - $105,000)
Medical, dental, vision benefits
401k available
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.
Standard company text repeated across Jump's postings is omitted here.