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Account management

Tech Touch Account Manager

Jump logoJump$84,000–$102,000/yr OTERemote from United StatesFull-timeListed today
Apply on Jump (shows the role here)Before you apply: what we know about Jump

Taken at the midpoint of its range, $93,000/yr, this role pays less than the middle Account Management & Renewals opening on the board today ($135k/yr); the usual band for that kind of seat is $100k–$267k/yr.

The posting

Tech Touch Account Manager

Location: Remote / Draper, UT Hybrid

Team: Velocity Account Management

Reports to: Manager, Velocity Account Management

Compensation: $84,000-$102,000 OTE | 75/25 base/variable split (Base range: $63,000-$76,500)

Role type: Full-time

About the Role

The Tech Touch Account Manager is the first dedicated owner of Jump’s Tech Touch (scaled, low-touch) segment: thousands of small RIA accounts served mostly through automation. You own the human side of that motion. You save at-risk accounts, answer replies to automated outreach, and turn engaged customers into expansion. Automation handles the outreach. You step in where a person changes the outcome.

This is a quota-carrying role for someone who likes numbers. The segment sees roughly 500 renewals and about 95 at-risk accounts each month, so you’ll work a high-volume queue where speed, judgment, and clean data matter. Keeping this segment scaled is the point of the role. It is not a high-touch model for the whole book.

Saves and Retention

  • Own save rate and GRR for the Tech Touch segment
  • Handle cancellation, non-renewal, and downsize requests quickly, with a clear read on the customer’s reason and the right offer (seat reduction, pause, adoption help, or a plan change)
  • Log every case in Salesforce and track churn reasons so product, CX, and leadership see what is driving losses

Automation and Reply Handling

  • Field replies to automated outreach: renewal touches, onboarding and adoption nurtures, and expansion campaigns
  • Monitor automated sequences and flag what to fix when reply, save, or expansion rates drop
  • Help improve messaging and triggers using what you hear from customers

Expansion

  • Work a target list of expansion accounts, such as accounts near plan thresholds and multi-advisor firms on a single seat
  • Own NRR and expansion for the segment, and maintain clean pipeline and accurate forecasting in Salesforce

Commercial Requests

  • Handle commercial questions from Intercom: billing, pricing, seat changes, and contract terms
  • Partner with CX, Billing, and RevOps so customers get one clear answer

About You

  • You are commercially wired: you can turn a cancellation request into a conversation
  • You are fast and organized, and you work a queue without letting accounts or replies sit
  • You prioritize with data and signals, not gut feel
  • You write short, clear, specific messages
  • You use AI and automation tools daily and look for ways to cover more accounts without more headcount
  • You are comfortable with ambiguity. You’ll be building this role as you do it

What You’ve Done

  • 1-3 years in account management, customer success, support, or sales at a B2B SaaS company
  • Worked a high-volume, low-touch book, ideally with save, retention, or expansion targets
  • Handled cancellation or churn-prevention conversations with measurable results
  • Used Salesforce or a comparable CRM to manage pipeline and forecast accurately
  • Used automation, sequencing, or AI tools (such as Intercom or Nooks) to improve efficiency
  • Bonus: Experience in fintech, wealthtech, or financial services; familiarity with RIAs

Compensation and Benefits

  • Compensation: $84,000-$102,000 OTE | 75/25 base/variable split (Base range: $63,000-$76,500)
  • Medical, dental, vision benefits
  • 401k available

About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

Jump leads its category in market share and customer satisfaction, serving industry giants like LPL, Osaic, Raymond James, and Cetera. Backed by Battery, Sorenson, and Citi, Jump is led by a world-class team from Google, Snowflake, and JPMorgan.

Where you can sell from

Fully remote, for people based in United States.

Taken from Jump's own posting, last seen live on 3 Nov 2026.

Apply on Jump (shows the role here)

The application

Your details, CV and LinkedIn, then 2 questions.

Have readyCVLinkedIn
  1. 1.
    Are you legally authorized to work in the United States?Yes or no
  2. 2.
    Do you now, or will you, later on, require sponsorship for employment visa status to legally work for our company in the United State?Yes or no

From Jump's apply page, checked 3 Nov 2026.

About Jump

AI software that takes notes in client meetings, writes the prep and follow-up and syncs structured data into CRMs, plus client intake and account opening, sold to financial advisors, RIAs, broker-dealers and other wealth and insurance firms.

Pay schedule: Base plus commission on the quota seats (50/50 for the enterprise AE, 75/25 for the velocity account manager), equity, medical, dental and vision cover and a 401(k), with a $0-premium family health plan and a $500 workspace stipend named in the enterprise and Draper postings.

Jump's sales postings, in full Live feed of Jump openings The Jump company page

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