About this role
About the Role Join Jump's Pulse team to help financial firms unlock live, updating insights from client meetings. You will help define the questions that matter, deploy Pulse across the organization, and enable dashboards that automatically populate as meetings happen. What You'll Do
- Define questions in natural language and configure Pulse to monitor topics, sentiment, and trends across meetings.
- Apply Pulse to the entire firm, specific teams, or meeting categories, creating targeted Pulses.
- Monitor dashboards as meetings occur and drill down to transcripts and exact transcript snippets behind each data point.
- Export and share findings as CSVs for board decks, strategy documents, or data warehousing.
- Collaborate with product teams to customize templates for wealth management use cases. What We're Looking For
- Experience with enterprise software adoption and data-driven decision making.
- Ability to translate business questions into dashboards and insights; comfortable with natural language questions, sentiment analysis, and topic tracking.
- Familiarity with meetings, transcripts, and data provenance.
- Strong collaboration and communication skills to support clients in using Pulse across their firms. Nice to Have
- Experience in wealth management or financial services.
- Familiarity with AI-powered analytics, data warehousing, and multi-entity data.