Velocity Account Manager

Remotefull timeRemote

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mid

$75k–$105k

H1B: no

Jump App The Velocity Account Manager owns a high-volume book of SMB RIA accounts and is accountable for GRR, NRR, and expansion. This quota-carrying role requires using data and AI tools to prioritize accounts and execute scalable engagement playbooks.

Responsibilities

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.
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

Qualification

You are commercially wiredYou run a tight operation - organizedYou use data and signals to prioritizeWhat You've DoneExperience in fintechFamiliarity with RIAs or broker-dealers

Required

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

Preferred

Experience in fintech, wealthtech, or financial services
Familiarity with RIAs or broker-dealers

Benefits

Dental
Vision
401(k)

Company

Jump App

View company page

Source: ashby

Active within the past hour

Remote-friendly

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