Title - Onboarding Specialist

Reports To - Peter Boshard Olson (Head of Customer Experience)

Location - Draper, UT
Mostly in-person, some work-from-home

About the Role

Become the face of Jump for new customers, guiding financial advisors through an exceptional onboarding experience. As an Onboarding Specialist, you’ll be responsible for ensuring that customers not only understand Jump’s platform but also feel confident and empowered using it. You’ll lead training sessions, create video tutorials, run onboarding calls, and provide follow-up support, making sure every customer gets the most value from Jump.

Your role will require strong presentation skills, an ability to read the room, and adaptability to different customer needs. You’ll be a patient and articulate teacher, comfortable training individuals and groups—including those without any prior software experience. You'll also serve as a key liaison between customers and our product team, gathering feedback and advocating for user needs.

Jump is a customer-experience-obsessed company, and this is a critical role on our team.

What You’ll Do

• Conduct live onboarding sessions for new customers, ensuring they grasp Jump’s features and best practices.

• Run training sessions for groups of 10+ people, maintaining control of the agenda and keeping participants engaged.

• Adjust your teaching style based on the audience, whether they prefer a professional, down-to-business approach or a more casual, conversational tone.

• Communicate clearly and confidently, making complex software feel intuitive to users of all experience levels.

• Follow up with customers after training sessions to ensure continued success, providing additional resources and answering outstanding questions.

• Write onboarding documentation and guides to complement live training.

• Produce video tutorials that give customers step-by-step instructions for using Jump effectively.

• Act as a trusted expert and advocate for customers, tracking feature requests and common pain points to share with the product team.

• Help build Jump into a category leader, trusted and loved by customers.

• Contribute to Jump’s mission of transforming the advisor experience with cutting-edge AI.

About You

• You are a top-1% verbal communicator, and a top-5% writer.

• You have exceptional presentation skills — engaging, and able to pace a session appropriately.

• You are comfortable leading training sessions for groups of 10+ people, knowing when to take questions and how to keep control of the meeting.

• You are highly adaptable and can adjust your teaching style and agenda based on the audience’s needs.

• You are personable and naturally build rapport with customers.

• You are proactive and reliable — when you say you’ll follow up, you do.

• You are meticulous and detail-oriented.

• You are comfortable using technical interfaces, though no programming knowledge is required.

• You understand the fast-paced nature of an early-stage tech company and are excited about both the opportunities and challenges.

• You are excited to help financial advisors leverage AI to enhance their work.

What You’ve Done

• You were a high-performing student in high school and college. (College degree required.)

• Ideally, you have 1-3 years of professional experience, preferably in a customer-facing role in tech, education, or training.

• Experience in onboarding, customer success, or training roles is a plus.

• Public speaking, teaching, or coaching experience is highly valuable.

About Jump

Jump’s mission is to help financial advisors and their clients thrive by building the definitive AI Assistant for Financial Advisors.

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 insurtech.

Jump’s culture

• Jump Velocity: Work intensely fast at A-performance levels

• Show Up: We trust each other to deliver, use good judgment, and close the loop

• Stay Direct + Kind + Grounded

We believe in building tight teams of extraordinarily capable people. Come and 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.

Compensation

• Salary range: $65K - $80K

• Equity

• Health benefits