Manager Marketing & Business Development - Finance
DLA Piper
SMB Customer Success Manager
Jump - Advisor AI
full-time
Posted on:
Origin: • 🇺🇸 United States • Utah
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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.
Requirements
- 2+ years of experience in customer success, account management, relationship management, or consultative sales, ideally in B2B SaaS or financial services.
- Strong understanding of financial services (RIAs, BDs, large banks) and the ability to speak the language of financial advisors and firm leaders.
- Proven track record of owning renewals, upsells, and expansions, with revenue accountability.
- Experience working with executives and leading QBRs, renewals, and account strategy discussions.
- Experience using customer health metrics and data insights to drive action.
- Preferred: Experience working in WealthTech or fintech, particularly with RIAs or BDs.
- Preferred: Experience in a fast-growing startup where you helped scale customer success.
