SMB Customer Success Manager
Jump
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SMB Customer Success Manager
- Sales & Marketing
- Full-time
- Draper, UT
- Remote friendly
Posted on April 29, 2025
Title – SMB Customer Success Manager
Reports To – Christine LaFrance O’Byrne (Head of Customer Success)
Location – Draper, UT (hybrid) or Remote
About the role
We’re looking for a SMB Customer Success Manager (high-velocity motion) to help us deliver value at scale to our fast-growing base of small to mid-sized RIA customers. As an early member of the team, you’ll play a key role in shaping and growing Jump’s SMB customer success motion. You’ll work in a high-volume, fast-moving environment where proactive customer engagement and creative problem-solving are key to driving retention and growth. You’ll be a critical part of helping Jump maintain its leadership position as the trusted, loved solution for advisors and their teams.
What you’ll do:
Own a book of SMB accounts and proactively manage customer health, adoption, retention, and expansion
Run scalable customer engagement programs (e.g. email campaigns, mid-year and renewal check ins) to deliver customer value efficiently across your book of business
Create leverage for yourself through automation, scalable processes, and AI-enabled tools
Track engagement, identify expansion signals, and own the upsell when growth opportunities arise
Maintain highly organized customer records and notes in Salesforce
Respond to product questions and escalate bugs or deeper issues to support/product when needed
Champion customer feedback to internal teams to help make Jump even better
About you
You’re energized by scale - you love building repeatable systems that help thousands of customers
You are highly organized and excellent at prioritizing across a large book of business
You’re empathetic, concise, and comfortable guiding advisors through change
You have excellent communication and prioritization skills
You love working with technology and actively use AI-enabled tools to work smarter
Bonus: Experience in wealth management or working with advisors/RIAs, or in a CS role at a B2B SaaS company
What you’ve done
2-5 years in customer success, account management, CS ops, support, or lifecycle marketing in a high-velocity environment
Owned a book of SMB accounts or mid-market accounts, ideally in a tech-touch or one-to-many model
Started at the beginning of an early stage customer success program and helped define and set up the programming
Used CRM and customer engagement platforms to manage touchpoints, health scores, and renewal cadences
Built or improved customer lifecycle programs to drive adoption, NRR, and GRR
Compensation
Competitive cash and equity compensation commensurate with the candidate’s experience level
Medical, dental, vision benefits
401k available
Have real impact at a fast growing early stage company while working with a top tier team
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 work flows.
Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, Bill.com, WeWork, and other experience in big data, AI, and insuretech.
Jump’s product has been recognized with industry awards and by advisor networks as the leading product in its category, and is growing very quickly.
Jump is backed by top venture capital firms.
Jump’s team values working super fast at a very high quality bar, trusting each other to show up and do what is in the best long term interest of our customers and team, relying on direct but kind communication with no drama.
Join us on our mission to transform the client and advisor experience with cutting edge AI technology, and help those who help safeguard the financial future of everyday people everywhere.
Remote restrictions
- Workday must overlap by at least 7 hours with Salt Lake City, UT, USA
Apply here
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