About this role
Job title: Product Specialist - Client Profiles
About the Role Join Jump to help communicate how Client Profiles unify data across tools to deliver a living, up-to-date view of every client. This role focuses on showcasing how AI-generated summaries, complete meeting histories, and smart linking empower advisors to prep and engage with confidence.
What You'll Do
- Explain how Client Profiles automatically aggregate data from CRM and other tools into a single, ever-evolving view for each client.
- Demonstrate AI-generated pre-meeting summaries highlighting past discussions, outstanding items, and what matters most.
- Show how complete meeting history, transcripts, and notes are linked to the right client across years, enabling quick context during conversations.
- Illustrate how Jump creates native contacts from meeting attendees, links them over time, and enriches existing records even when a CRM isn’t used.
- Describe Jump’s Data Foundation—a unified knowledge graph that connects CRM records, financial plans, meeting transcripts, and emails for each client.
- Highlight on-demand pre-meeting prep from any profile, surfacing recent discussions, open tasks, key life events, and financial plan details.
- Explain how smart linking improves over time as meeting participants are matched and linked across the history.