Mid-Market Account Manager

Jump - Advisor AI is seeking a Mid-Market Account Manager to be the primary relationship holder for a focused book of RIAs and independent advisory firms. The role involves managing the full account lifecycle, driving advisor productivity, practice growth, and operational excellence while owning GRR, NRR, and expansion quotas.

Responsibilities:

• Lead consultative processes to understand each firm's goals, pain points, and priorities - and translate that into a clear account strategy
• Develop, negotiate, and close expansion and renewal deals with firm owners and key decision-makers
• Run business reviews with firm leadership to demonstrate value and align on next steps
• Build relationships across your accounts - 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

Requirements:

• Minimum 3 years of experience in SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
• Proven success managing relationships with RIAs, independent advisory firms, or financial services companies with accountability for NRR, expansion, and retention
• Experience with consultative deal management across multiple stakeholders
• Strong understanding of financial services workflows, advisory firm operations, and client management practices
• Excellent communication and negotiation skills - comfortable running business reviews and closing renewal and expansion deals
• High degree of ownership, self-motivation, and resourcefulness
• Experience in fintech, wealthtech, or financial services
• Familiarity with RIAs or broker-dealers