About the Role
As an Enterprise Account Manager at Jump, you'll be the primary relationship holder for a focused book of large financial institutions - responsible for adoption, retention, expansion, and C-suite engagement. You will manage the full account lifecycle, using a consultative approach to understand each firm's priorities and drive real outcomes: advisor productivity, practice growth, and operational excellence. This is a quota-carrying role: you own GRR, NRR, and expansion quota across your book.
Key Responsibilities
- Lead consultative processes to deeply understand each institution's goals, pain points, and priorities - and translate that into a multi-year account strategy
- Develop, negotiate, and close high-value expansion and renewal deals across multi-stakeholder organizations
- Run Executive Business Reviews with C-suite stakeholders: CEOs, COOs, CIOs, and Compliance Officers
- Build relationships across executive, technical, and business stakeholders - 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
About You
- Minimum 5 years of experience in enterprise SaaS account management (quota-carrying) or sales, with a track record of exceeding quotas
- Proven success managing relationships with large financial institutions (RIAs, BDs, banks, or insurance firms) with accountability for NRR, expansion, and competitive retention
- Deep experience with consultative, multi-stakeholder deal management and C-suite engagement
- Strong understanding of financial services workflows, compliance requirements, and advisory firm economics
- High degree of ownership, self-motivation, and resourcefulness
- Bonus: Experience in fintech, wealthtech, or financial services; experience building enterprise AM programs at a high-growth startup