Note: The job is a remote job and is open to candidates in USA. Jump - Advisor AI is seeking a Manager of Velocity Account Management to lead team performance and operational scalability across the SMB customer segment. This role involves driving key performance metrics and building scalable workflows while coaching and developing the account management team.
Responsibilities
- Own team-level GRR, NRR, and expansion quota across the Velocity book
- Drive consistent attainment through weekly deal reviews, accurate pipeline management in Salesforce, and ensuring each rep executes saves, upsells, and time-sensitive actions on time
- Maintain accurate team-level pipeline and forecasting in Salesforce; surface risks early
- Analyze performance data across the Velocity book to identify what is working and what is not, then translate those patterns into decisions: which accounts to prioritize, which playbooks to double down on, and where manual effort is not producing return
- Build and maintain scalable playbooks for the Velocity segment: proactive outreach cadences, renewal workflows, save motions, and upsell triggers
- Lead adoption of AI and automation tools to scale rep output: build workflows that reduce manual work, set the standard for how the team operates, and hold the bar high
- Partner with AM Operations and Product to evaluate new tooling, contribute to the tech stack roadmap, and feed learnings from the Velocity motion back into product development
- Identify and eliminate operational friction
- Lead structured weekly 1:1s with each Velocity AM focused on deal review, skill development, and accountability
- Review customer calls and scorecards to identify execution gaps in objection handling, renewal conversations, product depth, and commercial instinct
- Coach reps through specific deal situations, not just frameworks -- join customer calls when needed to model and reinforce high-quality engagement
- Partner with leadership on hiring, onboarding, and ramping new Velocity AMs as the team scales
Skills
- 3-6 years of quota-carrying experience in account management or sales at a B2B SaaS company, including at least 1-2 years in a team lead or management capacity
- Led or managed a team carrying NRR, GRR, or expansion quota with accountability for team-level attainment
- Used data and cohort-level analysis to make strategic decisions about account prioritization, resource allocation, or motion design in a high-volume environment
- Coached reps through high-volume account management: renewals, saves, upsells, and scalable engagement programs
- Built or improved account management playbooks, engagement cadences, or operational workflows in a fast-moving environment
- Used Salesforce or a comparable CRM to manage team pipeline, run deal reviews, and produce accurate forecasts
- Demonstrated use of AI tools to improve CS efficiency, rep output, or customer engagement quality
- Experience in fintech, wealthtech, or financial services
- Familiarity with RIAs or broker-dealers
Benefits
- Equity
- Medical, dental, vision benefits
- 401k available
Company Overview