Jump builds AI software for financial advisors. Its platform captures client conversations, prepares notes and follow-up work, and helps advisory teams spend more time on client relationships.

Sales Development Representative (SDR)

Open new opportunities with qualified prospective customers for Jump Account Executives. As one of the first SDRs, build Jump’s outbound sales motion to deliver and source reliable, qualified pipeline every month. Be ready to chip in anywhere to help the team win.

Salary
$80,000–$90,000/year · commission offered; equity offered
Remote region
Remote · hiring region not stated
Engagement
Full-time

About this role

Sales Development Representative

About the Role

Open new opportunities with qualified prospective customers for Jump Account Executives. As one of the first SDRs, build Jump’s outbound sales motion to deliver and source reliable, qualified pipeline every month. Be ready to chip in anywhere to help the team win.

Carry a meetings quota

Build a pipeline of $100k ARR each month

Willing to cold call and email prospects with the intention of booking a meeting.

Work with our awesome financial advisor customers

Manage an extremely high velocity high volume SMB facing sales motion, including creating leverage for yourself via the latest AI-enabled salestech.

Help Jump stay the category leader, trusted and loved by customers

Help build Jump into a career-making, exceptional place to work

About You

You want to have real impact helping to build an early-stage AI software company.

You are willing to work at a very early stage tech company and are super excited about the related opportunities and challenges.

You want to learn how to be a great SDR (and eventual AE) and don’t need handholding to thrive - you are coachable, hungry, competitive, and sharp.

You are excited by the prospect of helping financial advisors leverage cutting edge AI to optimize their workflows.

You love high performing, high volume, high velocity SMB sales

You use AI in your own day-to-day sales work and want to use even more

Your verbal and written communication is excellent

You’re a great ambassador of the brand you represent

What You’ve Done

You can demonstrate competitive drive and want to win

You can demonstrate hustle and grit

You are sharp and demonstrate a willingness to learn

About 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, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.

Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

Remote restrictions

Must be a resident of United States

Role requirements and focus

Skills and focus

  • sales development
  • sales development representative
  • SDR

Useful context

Specialty

Sales development

Work type

Full-time

Source

Jump careers

Last verified

Oct 1

Verification context

Verified against the employer's complete live ATS feed and a previously reviewed company identity.

Role terms can change after verification. The employer application page remains the final authority.

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