Jump - Advisor AI

General Counsel

• Own all commercial agreements: SaaS MSAs, DPAs, BAAs, vendor contracts, and NDAs
• Build Jump’s legal ops infrastructure: templates, playbooks, approval workflows, and self-serve tools
• Lead privacy and data compliance: GDPR, CCPA, financial services data requirements, AI governance
• Serve as product counsel on AI-related legal questions, acceptable use, and regulatory positioning
• Develop deep working knowledge of the regulatory environment our customers face–financial advisors, broker-dealers, insurance professionals, and banking institutions
• Help Jump stay the trusted, category-leading product in financial services AI
• Help build Jump into a career-making, exceptional place to work
• Help Jump stay the category leader, trusted and loved by customers

Commercial Counsel

Marketing Operations

• Own and optimize the marketing tech stack (e.g., CRM, marketing automation, attribution, analytics tools)
• Partner closely with Sales Ops / RevOps to ensure clean data flow across the funnel
• Lead implementation, integration, and ongoing optimization of tools and platforms
• Define and maintain funnel metrics from lead → MQL → SQL → revenue
• Build dashboards and reporting that drive decision-making (not vanity metrics)
• Own attribution models and performance measurement across channels
• Ensure data integrity, governance, and documentation
• Design scalable marketing processes (campaign planning, launches, lead routing, SLAs)
• Improve operational efficiency through automation and clear workflows
• Create playbooks and documentation to support a growing team
• Partner with demand gen, content, and product marketing to operationalize campaigns
• Manage campaign setup, QA, segmentation, and post-launch analysis
• Enable experimentation through testing frameworks and performance insights
• Act as a strategic partner to Sales, Customer Success, Finance, and Product
• Translate business goals into operational requirements
• Help align GTM teams around shared definitions, metrics, and outcomes

Marketing Operations Director

Performance Marketing

• Own pipeline generation
• Plan and execute multi-channel demand gen campaigns (paid search, paid social, content syndication, webinars, events, email)
• Drive MQL → SQL → pipeline with clear hypotheses and targets
• Own quarterly pipeline goals in partnership with Sales and RevOps
• Design and run lead capture, nurture, and re-engagement programs
• Improve lead quality through segmentation, scoring, and routing
• Partner with content and product marketing on offers that convert
• Track and analyze funnel performance from first touch through opportunity
• Optimize for CPL, conversion rates, and pipeline efficiency
• Run experiments to improve channel performance and campaign ROI
• Work closely with Sales on ICP definition, messaging, and feedback loops
• Partner with RevOps on attribution, reporting, and tooling
• Align with Product Marketing on positioning and launches
• Manage campaign calendars, budgets, and vendors
• Help define demand gen best practices as a leader of a small but growing team
• Contribute to GTM planning and forecasting

Senior Director, Demand Generation

Growth Marketing

• Own lifecycle growth experiments
• Drive free → paid conversion
• Scale retention and expansion
• Be the growth analytics partner
• Collaborate deeply (and clearly)

Senior Growth Marketing Manager

Revenue Operations

• Build and maintain dashboards across the funnel (lead → opportunity → revenue → retention)
• Analyze pipeline health, conversion rates, sales velocity, and forecasting accuracy
• Identify trends, gaps, and opportunities to improve revenue performance
• Partner with GTM leaders to drive data-backed decisions
• Own and optimize CRM (e.g., Salesforce / HubSpot)
• Manage and improve integrations across tools such as Marketing automation (e.g., HubSpot, Marketo)
• Sales engagement (e.g., Outreach, Salesloft)
• Data enrichment (e.g., Clearbit, Apollo)
• Analytics / BI (e.g., Looker, Mode, Snowflake, dbt)
• Ensure data integrity, governance, and clean pipeline reporting
• Design and improve GTM processes (lead routing, lifecycle stages, SLAs)
• Partner with Sales, Marketing, and CS to eliminate friction across the funnel
• Document and standardize operational workflows
• Support revenue forecasting and pipeline modeling
• Assist in territory planning, quota setting, and capacity modeling
• Help evaluate performance vs. plan and recommend adjustments
• Support A/B testing and experimentation across funnel stages
• Measure impact of campaigns, product launches, and GTM initiatives
• Collaborate with Growth/Product teams on data-driven initiatives

RevOps Analyst

Full-stack Engineer

• Build and maintain internal tooling that improves Marketing and Sales velocity
• Own the end-to-end GTM systems stack, ensuring reliability, observability, and clean data flows
• Integrate product events into HubSpot and/or Salesforce to power segmentation, scoring, and automation
• Manage ongoing data sync between BigQuery (warehouse) and CRM systems
• Implement lifecycle automation to support lead/customer journeys and drive conversion and retention
• Build event- and webhook-driven automations across GTM workflows (routing, enrichment, attribution)
• Partner with Engineering/Product to define and maintain high-quality product event instrumentation
• Develop reporting foundations that connect product usage, lifecycle stage, and revenue outcomes
• Continuously improve GTM infrastructure to reduce manual work and eliminate operational friction

Senior Software Engineer – API's, Integrations

Account Executive

• Identify and lead the pursuit of "Top 25" global financial institutions
• Build and maintain relationships with CXO-level stakeholders
• Lead negotiation of high-complexity, multi-million dollar contracts
• Coordinate cross-functional efforts to over-deliver on commitments
• Serve as a thought leader in the FinServ AI space
• Develop strategies for expanding Jump’s footprint across various business units

Strategic Account Executive

• Prospect, manage, and close new business with large financial institutions (e.g., wealth management, broker-dealers, banks, insurance firms).
• Drive discovery calls, demos, and collaborative solution design for prospective clients.
• Lead consultative sales processes to deeply understand financial institutions’ pain points, priorities, and buying processes.
• Develop, negotiate, and close high-value, multi-stakeholder SaaS deals.
• Build relationships with executive, technical, and business stakeholders on the client side.
• Collaborate cross-functionally with product, customer success, and marketing 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.