Jump - Advisor AI

Customer Success Manager

• Own and administer Jump’s Customer Success Platform (evaluation in progress) across scaled, mid-market, and enterprise segments
• Partner with RevOps to manage CS data, reporting, and pipeline hygiene in Salesforce
• Operationalize the CS roadmap through scalable, repeatable systems and processes
• Build dashboards and reports for GRR, NRR, product adoption, and customer health
• Identify and resolve friction in onboarding, renewal, and expansion workflows
• Pilot AI tools and automation to improve CSM efficiency and digital engagement
• Design and run A/B tests that connect CS initiatives to customer and revenue outcomes
• Collaborate cross-functionally with CS, Product, Marketing, and Ops to drive impact
• Develop internal documentation and training to scale tool and process adoption
• Help shape CS best practices as we scale—building the foundation for Jump to lead the category

Senior Customer Success Operations

Sales

• Own and scale Jump’s outbound motion
• Lead a team of SDRs focused on creating pipeline
• Coach for high performance and drive outbound process excellence
• Build a rigorous, repeatable outbound engine to accelerate growth in financial services
• Be accountable for team development, outbound execution, and accurate forecasting
• Align cross-functionally with AEs and RevOps and invest in systems and people

Sales Manager

Engineering Manager

• Lead an engineering team building AI solutions for financial advisors
• Manage, mentor, and grow a team of 5-10 software engineers
• Conduct regular 1:1s, performance reviews, and career development discussions
• Foster a culture of technical excellence, kindness, and hard work
• Lead hiring efforts including sourcing, interviewing, and onboarding
• Define technical roadmaps and delivery timelines with product management
• Oversee system architecture decisions for scalability, reliability, and security
• Ensure engineering best practices: code reviews, testing, CI/CD, documentation
• Balance technical debt with feature velocity in a startup environment
• Drive AI/ML infrastructure and model deployment decisions
• Collaborate with compliance, security, and customer success teams
• Track and report engineering metrics and KPIs
• Identify and mitigate technical risks and bottlenecks
• Ensure on-time delivery of high-quality software releases

Senior Engineering Manager

People Operations

• Build and lead all aspects of People function: talent acquisition, onboarding, compensation, HR operations, performance management, internal communications, culture
• Work with executive team to scale Jump from ~100 to 250+ employees
• Build and scale top-tier talent acquisition strategy and employer brand
• Implement and optimize HR tech stack (ATS, HRIS, equity management), create scalable processes for onboarding, performance management, leveling, compensation, and compliance
• Translate values into operating norms; drive internal comms, leadership enablement, team engagement; design org structures
• Help build Jump into a career-making, exceptional place to work

Senior Customer Success Operations

Sales Manager

Senior Engineering Manager

Head of People