About this role
About the Role Jump's Scorecards helps advisory firms measure and coach every meeting. This Product Specialist role focuses on helping firms implement Scorecards, tailor rubrics to their standards, and surface coaching opportunities from meeting data to drive better conversations.
What You'll Do
- Enable firms to build scorecards that reflect their standards, write rubrics in plain language, set numeric scales, and have Jump's AI evaluate meetings automatically.
- Assign scorecards to specific users, teams, or meeting categories and configure visibility from admin to post-meeting pages.
- Provide aggregate reporting and drill-down capabilities across categories, teams, and time; help clients track trends and ROI of coaching.
- Help customers start fast with built-in templates for common meetings (prospect calls, client reviews) and customize rubrics as needed.
- Support onboarding and adoption by guiding users through viewing scores, coaching opportunities, and coaching in real time.
What We're Looking For
- Not specified in posting.
Nice to Have
- Not specified in posting.
Compensation & Benefits
- Not disclosed in posting.