Jump - Advisor AI Logo

Jump - Advisor AI

Senior Software Engineer- (API’s/integrations)

Posted 2 Days Ago
Remote
Hiring Remotely in USA
125K-200K Annually
Senior level
Remote
Hiring Remotely in USA
125K-200K Annually
Senior level
The Senior Software Engineer will design and maintain internal systems and automations for sales and marketing, focusing on integrations with CRMs and data management.
The summary above was generated by AI
Senior Software Engineer- (API’s/integrations)

We’re hiring a Senior Software Engineer- (API’s/integrations) to build and scale the internal systems that power Jump’s go-to-market engine. You’ll design the architecture, automations, and technical workflows that enable Sales, CS, Enablement, and Product to run at top speed — turning our GTM motion into a repeatable, AI-driven machine.

Why Jump?

Jump is transforming how wealth management and financial professionals operate. Our AI platform automates workflows, enhances client communication, and integrates across the complex tool stacks used by RIAs, BDs, and FinServ teams. From tax workflows to investment communications to compliance-ready client summaries, Jump is redefining how advisory teams deliver service at scale.

We’re expanding rapidly across wealthtech, insurance, and broader financial services, and our GTM organization needs a technical operator who can build the systems, data flows, and automations behind that growth.

Jump is a small, high-leverage, talent-dense team headquartered in Utah with a distributed workforce. We move fast, solve hard problems, and care deeply about building AI systems that are secure, compliant, and immediately useful. We value clarity, ownership, and execution.

If you want to work at the intersection of AI, product, GTM systems, and internal tooling, this is a rare opportunity to shape the foundation of a category-defining company.

What we’re looking for
  • Experience building internal tooling for Marketing and Sales in a high-growth SaaS environment

  • Strong fluency in product event instrumentation and routing into GTM systems

  • Hands-on experience integrating product events and customer data into CRMs (HubSpot and/or Salesforce)

  • Strong understanding of data pipelines and sync patterns between a data warehouse and CRM

  • Comfort with APIs, webhooks, and troubleshooting distributed integrations

  • Experience implementing lifecycle automation across acquisition, activation, and retention workflows

  • Ability to own GTM systems end-to-end: architecture, reliability, data quality, and iteration

  • Structured, detail-oriented operator who can build, document, and maintain technical workflows that scale

  • Strong cross-functional collaboration with Product, Engineering, Marketing, Sales, and CS

What you’ll do
  • Build and maintain internal tooling that improves Marketing and Sales velocity

  • Own the end-to-end GTM systems stack, ensuring reliability, observability, and clean data flows

  • Integrate product events into HubSpot and/or Salesforce to power segmentation, scoring, and automation

  • Manage ongoing data sync between BigQuery (warehouse) and CRM systems

  • Implement lifecycle automation to support lead/customer journeys and drive conversion and retention

  • Build event- and webhook-driven automations across GTM workflows (routing, enrichment, attribution)

  • Partner with Engineering/Product to define and maintain high-quality product event instrumentation

  • Develop reporting foundations that connect product usage, lifecycle stage, and revenue outcomes

  • Continuously improve GTM infrastructure to reduce manual work and eliminate operational friction

Tech stack
  • Backend engineering: Elixir

  • Frontend: React

  • APIs / CRM integrations: HubSpot, Salesforce

  • Data warehouse: BigQuery

  • Tracking: Google Tag Manager (GTM)

  • Marketing infrastructure: marketing automation + lifecycle systems, attribution, routing, and enrichment tooling

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

Compensation

Salary: $125K-$200k (depending on experience)
Equity
Health benefits

Top Skills

BigQuery
Elixir
Google Tag Manager
Hubspot
React
Salesforce

Similar Jobs

10 Hours Ago
In-Office or Remote
129K-182K Annually
Senior level
129K-182K Annually
Senior level
Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
The role involves assessing third-party cyber risk, developing automation capabilities, and improving processes for vendor security assessments, while collaborating with stakeholders to ensure compliance and enhance operational efficiency.
Top Skills: AravoAWSAzureGCPOnetrustRsa ArcherServicenow GrcSIEMSoar
10 Hours Ago
In-Office or Remote
93K-183K Annually
Mid level
93K-183K Annually
Mid level
Aerospace • Information Technology • Software • Cybersecurity • Design • Defense • Manufacturing
The role involves developing Unreal Engine modules and C++ middleware, integrating simulations, optimizing performance, and collaborating across engineering teams. Ideal candidates should have extensive experience in Unreal Engine and C++, along with strong problem-solving skills in simulation environments.
Top Skills: C#C++GitlabJIRAPythonUnreal EngineVisual StudioWindows
10 Hours Ago
In-Office or Remote
60K-72K Annually
Entry level
60K-72K Annually
Entry level
Fintech • Real Estate • PropTech
As a Sales Development Representative, you will generate qualified sales opportunities through prospect outreach via phone, email, and social media, collaborate with the sales team, and engage inbound leads.

What you need to know about the Colorado Tech Scene

With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.

Key Facts About Colorado Tech

  • Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
  • Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
  • Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
  • Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account