About this role
Job title: Playbooks Specialist
About the Role This role focuses on helping Jump customers adopt Playbooks to standardize and scale best practices across advisor networks. You will translate data signals into repeatable workflows that accelerate onboarding, improve conversions, and deliver a consistent client experience across offices and growth stages.
What You'll Do
- Surface and analyze performance signals across anonymized prospecting, referrals, emotional intelligence, and conversion to identify winning patterns that can be codified as behaviors.
- Turn those winning patterns into concrete behaviors, steps, templates, and prompts that your team can follow.
- Ramp new advisors in weeks by providing a proven, top-performer–modeled workflow.
- Coach with clarity by guiding advisors toward the next decisive move, not just a gut check.
- Scale excellence across the firm by delivering a repeatable, high-quality client experience across offices, teams, and growth stages.
- Integrate Playbooks with Jump features like Scorecards, Agendas, and Meeting Prep to prepare, inform, and support advisors.
- Enable signal-triggered coaching that provides real-time, context-specific prompts and next steps to improve conversion.
- Help turn more conversations into growth.
What We're Looking For
- A data-driven mindset with comfort turning performance signals into practical workflows that can be adopted across teams.
- Strong collaboration skills to scale best practices across multiple offices and growth stages.
- Customer-centric focus on improving onboarding, calls, and client outcomes across advisor networks.