Job Overview
Location
Remote
Job Type
Full-time
Category
Sales
Date Posted
June 4, 2026
Full Job Description
đź“‹ Description
- • Acquire and grow relationships with large financial institutions including wealth management firms, broker-dealers, banks, and insurance companies through full-cycle enterprise SaaS sales.
- • Lead consultative sales processes to identify client pain points, priorities, and buying processes within financial services workflows and compliance environments.
- • Conduct discovery calls, product demonstrations, and collaborative solution design sessions with executive, technical, and business stakeholders at target institutions.
- • Negotiate and close high-value, multi-stakeholder SaaS deals with complex decision-making structures and long sales cycles.
- • Build and maintain trusted relationships with key decision-makers across financial institutions to drive adoption and expansion of Jump’s AI-powered advisor workflow platform.
- • Collaborate cross-functionally with product, customer success, and marketing teams to align on client needs, ensure seamless onboarding, and support retention and growth.
- • Manage a robust sales pipeline using CRM tools, providing accurate forecasting, reporting, and pipeline hygiene to support revenue targets.
- • Stay informed on industry trends, competitive dynamics, and evolving regulatory requirements within financial services to inform sales strategy and client conversations.
- • Represent Jump Technologies as a trusted advisor to financial institutions, articulating the value of AI-driven tools that enhance client meeting cycles and advisor workflows.
- • Operate with high ownership and self-motivation, leveraging resourcefulness to navigate complex sales environments and overcome objections.
- • Maintain deep understanding of financial services buying processes, including procurement, legal, compliance, and IT evaluation criteria.
- • Achieve and exceed quarterly and annual sales quotas through disciplined execution of sales methodology and strategic account planning.
- • Engage with existing enterprise customers such as LPL, Osaic, Raymond James, Cetera, Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, and Integrated Partners to identify expansion opportunities.
- • Align sales activities with Jump’s mission to empower financial advisors through compliant, practical AI technology that safeguards the financial future of everyday people.
🎯 Requirements
- • Minimum 5 years of experience in enterprise SaaS sales with a proven track record of exceeding quotas
- • Proven success selling to large financial institutions (RIAs, broker-dealers, banks, or insurance firms)
- • Deep experience with consultative, solution-based selling and multi-stakeholder deal management
- • Strong understanding of financial services workflows, buying processes, and compliance requirements
- • Excellent communication, negotiation, and presentation skills (verbal and written)
- • Experience using CRM tools (e.g., Salesforce, HubSpot)
🏖️ Benefits
- • $250K - $280K OTE
- • Equity
- • Medical, dental, vision benefits
- • 401k available
Skills & Technologies
Remote
$250k-280k
Degree Required
About Jump Technologies Inc.
Jump Technologies Inc. offers Jump, a cloud-based mobile-first platform that enables retailers to sell, finance and insure smartphones and connected devices in-store or online. The software combines point-of-sale, financing decisioning, inventory management and customer lifecycle support, allowing wireless dealers, carriers and electronics stores to increase attachment rates and reduce transaction time. Founded in 2014, the company serves more than 1,500 retail locations across North America.
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