Jump is the AI software that gives financial advisors a true AI assistant. Turn meetings, emails, and documents into notes, workflows, and audit-ready records. Backed by Battery.
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. Found on 1752vc Careers, the job board for startup and VC roles.
More about this 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.
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...
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