Customization Specialist

Reports To - Alex Grimit (Customization Specialist Manager)
Location - Draper, UT. Mostly in-person, some remote/WFH

About the Role

As a Customization Specialist, you’ll work with advisors to translate their preferences into AI prompts that generate notes, recap emails, task lists, and pre-meeting prep in their desired style and format. You'll also help make sure the AI outputs get saved to the right place in the CRM. This role is a perfect fit for someone who loves translating customer needs to AI prompts, is an excellent communicator, and thrives on iteration.

Results You'll Deliver

• Deliver high-quality AI customizations that generate accurate, polished notes, recap emails, task lists, and meeting prep in each advisor’s unique voice and format.

• Meet directly with customers (financial advisors and teams) to understand their communication style, workflows, and desired outcomes

• Collaborate cross-functionally with Product, Customer Success, and Engineering to surface insights and guide product improvements that enhance the quality and efficiency of Jump

• 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 serving financial advisors and other financial services

• You understand what it means to work at a very early stage tech company and are super excited about the related opportunities and challenges

• You are a top-5% writer + verbal communicator – clear, professional, and quick

• You are willing to iterate and good at improving through iteration

• You know what excellence looks like and when it’s time to ship

• You learn and work quickly and independently

• You are meticulous, detail-oriented, and great at multi-tasking

• You are a relationship builder, and a professional and personable ambassador of any brand you represent

• You are responsible and take accountability

• (Nice to have) You are up-to-date on the latest AI trends

What You’ve Done

• You were a high-performing student in high school and college

• (Nice to have) You’ve had 1–5 years of professional experience, preferably in customer-facing or technical communication roles.

• (Nice to have) You have experience with AI tools and prompt engineering.

About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Our product is an intelligent meeting assistant that helps advisors with notetaking, task management, follow-ups, and data syncing—built to serve advisors and firms of all sizes, including the largest financial institutions in the world.

Jump was launched in 2023 by a team of experienced software entrepreneurs with backgrounds including Harvard, Stanford, Google, Divvy, BILL, and WeWork. We’re recognized as the leading product in our category and are growing quickly, backed by top-tier venture capital firms.

Jump’s culture

• High Velocity

• World Class

• Direct + Kind + No Drama

We believe in building tight teams of extraordinarily capable people. Come join us to transform the advisor and enterprise experience with state-of-the-art technology.