Velocity Account Manager — SMB RIA Growth & Retention

Jump; United States; Remote; USD 100.000 - 140.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision benefits

401k available

Zusammenfassung

Jump seeks an Velocity Account Manager to own a large SMB RIA book, drive GRR/NRR and expansion, and renewals with proactive, data-driven outreach. You will maintain a robust Salesforce pipeline, identify upsell opportunities, and bring AI-powered efficiency to daily work in a fast-paced startup environment.

You will leverage your experience in B2B SaaS, maintain strong customer relationships, and work to exceed commercial targets while staying ahead of risk.

Qualifikationen

• 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.

Aufgaben

• 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.
• 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.

Kenntnisse

Quota-carrying experience

Account management

Sales

Customer success

Data-driven prioritization

AI tools usage

Clear communication

Forecasting

Tools

Salesforce

Jobbeschreibung

Jump seeks an Velocity Account Manager to own a large SMB RIA book, drive GRR/NRR and expansion, and renewals with proactive, data-driven outreach. You will maintain a robust Salesforce pipeline, identify upsell opportunities, and bring AI-powered efficiency to daily work in a fast-paced startup environment.

You will leverage your experience in B2B SaaS, maintain strong customer relationships, and work to exceed commercial targets while staying ahead of risk.