Customer Success Manager

• Own and grow a portfolio of enterprise RIA and BD customers, ensuring adoption, retention, and expansion.
• Lead pilots and onboarding to ensure seamless implementation, early engagement, and position Jump as a mission-critical tool.
• Develop and execute customer success plans, including Quarterly Business Reviews (QBRs) and strategic check-ins.
• Track success metrics to demonstrate ROI and drive deeper adoption.
• Work with Product and Engineering to implement customer-driven improvements.
• Partner with Sales to ensure seamless pilots and customer handoffs.
• Educate customers on best practices, new features, and strategies for maximizing Jump’s impact.
• Help define and scale best practices for Customer Success and shape the future of Customer Success at Jump.

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