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Sales Development Representative (SDR)

Role overview

Qualifications

  • Competitive drive and desire to win
  • Demonstrated hustle and grit
  • Sharp and willing to learn
  • Excellent verbal and written communication

Responsibilities

  • Open new opportunities with qualified prospective customers
  • Build a pipeline of $100k ARR each month
  • Cold call and email prospects to book meetings
  • Manage a high velocity high volume SMB facing sales motion

Key facts

Hard skills

Other skills

  • Communication
  • Coaching

About the company

Jump logo

Jump

Computer Software / SaaS

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size51 - 200

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Job description

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

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

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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