Senior Software Engineer, (API’s/integrations) U.S. Based
Jump - Advisor AI · United States
- Hybrid
- Full-time
- $162,500 / year
- United States
Job highlights
- Build internal AI systems for sales and marketing.
- Integrate product events into CRMs like HubSpot/Salesforce.
- Manage data sync between BigQuery and CRMs.
- Implement automation for customer journeys.
- Collaborate across departments on GTM infrastructure.
About the role
About Jump - Advisor AI
Jump is transforming how wealth management and financial professionals operate. Our AI platform automates workflows, enhances client communication, and integrates across the complex tool stacks used by RIAs, BDs, and FinServ teams. From tax workflows to investment communications to compliance-ready client summaries, Jump is redefining how advisory teams deliver service at scale.
We’re expanding rapidly across wealthtech, insurance, and broader financial services, and our GTM organization needs a technical operator who can build the systems, data flows, and automations behind that growth.
Jump is a small, high-leverage, talent-dense team headquartered in Utah with a distributed workforce. We move fast, solve hard problems, and care deeply about building AI systems that are secure, compliant, and immediately useful. We value clarity, ownership, and execution.
If you want to work at the intersection of AI, product, GTM systems, and internal tooling, this is a rare opportunity to shape the foundation of a category-defining company.
What we’re looking for
- Experience building internal tooling for Marketing and Sales in a high-growth SaaS environment
- Strong fluency in product event instrumentation and routing into GTM systems
- Hands-on experience integrating product events and customer data into CRMs (HubSpot and/or Salesforce)
- Strong understanding of data pipelines and sync patterns between a data warehouse and CRM
- Comfort with APIs, webhooks, and troubleshooting distributed integrations
- Experience implementing lifecycle automation across acquisition, activation, and retention workflows
- Ability to own GTM systems end-to-end: architecture, reliability, data quality, and iteration
- Structured, detail-oriented operator who can build, document, and maintain technical workflows that scale
- Strong cross-functional collaboration with Product, Engineering, Marketing, Sales, and CS
What you’ll do
- Build and maintain internal tooling that improves Marketing and Sales velocity
- Own the end-to-end GTM systems stack, ensuring reliability, observability, and clean data flows
- Integrate product events into HubSpot and/or Salesforce to power segmentation, scoring, and automation
- Manage ongoing data sync between BigQuery (warehouse) and CRM systems
- Implement lifecycle automation to support lead/customer journeys and drive conversion and retention
- Build event- and webhook-driven automations across GTM workflows (routing, enrichment, attribution)
- Partner with Engineering/Product to define and maintain high-quality product event instrumentation
- Develop reporting foundations that connect product usage, lifecycle stage, and revenue outcomes
- Continuously improve GTM infrastructure to reduce manual work and eliminate operational friction
Tech stack
- Backend engineering: Elixir
- Frontend: React
- APIs / CRM integrations: HubSpot, Salesforce
- Data warehouse: BigQuery
- Tracking: Google Tag Manager (GTM)
- Marketing infrastructure: marketing automation + lifecycle systems, attribution, routing, and enrichment tooling
About Jump
Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.
Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.
Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.
Jump is a Series A company backed by top venture capital firms and industry strategics including Battery, Sorenson, Pelion, and Citi.
Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.
Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere
Compensation
Salary: $125K-$200k (depending on experience)
Equity
Health benefits
Compensation Range: $125K - $200K
Key skills/competency
- Senior Software Engineer API Integrations
- API Design and Development
- CRM Integration (HubSpot, Salesforce)
- Data Pipelines and Sync Patterns
- Webhooks and Distributed Integrations
- Lifecycle Automation
- GTM Systems Architecture
- Technical Workflow Development
- Cross-functional Collaboration
- SaaS High-Growth Environments
Skills & topics
- Senior Software Engineer
- API
- Integrations
- CRM
- HubSpot
- Salesforce
- Data Pipelines
- SaaS
- GTM Systems
- Automation
- Elixir
- React
- BigQuery
- AI
How to get hired
- Tailor your resume: Highlight experience with APIs, CRM integrations (HubSpot, Salesforce), data pipelines, and GTM systems for SaaS growth.
- Showcase technical skills: Emphasize your ability to build and maintain internal tooling, troubleshoot distributed integrations, and implement automation.
- Quantify achievements: Use data to demonstrate the impact of your work on sales, marketing velocity, and operational efficiency.
- Prepare for technical questions: Be ready to discuss API design, webhook implementation, data synchronization strategies, and GTM system architecture.
- Understand Jump's mission: Research their AI platform for financial advisors and their focus on compliance and security.
Technical preparation
Behavioral questions
Frequently asked questions
- What is the work arrangement for a Senior Software Engineer at Jump - Advisor AI?
- While Jump is headquartered in Utah, they embrace a distributed workforce, indicating a strong possibility for remote work. However, it's always best to confirm the specific work arrangement (remote, hybrid, or on-site) for this Senior Software Engineer, API Integrations role directly with the hiring team.
- What is the salary range for the Senior Software Engineer, API Integrations role at Jump - Advisor AI?
- The compensation range for this position is between $125,000 and $200,000 annually, with the final salary dependent on your experience and qualifications. This range reflects the senior nature of the role and the critical impact you'll have on Jump's go-to-market engine.
- What are the key technical skills required for the Senior Software Engineer, API Integrations position?
- Key technical skills for this role include experience with APIs, webhooks, distributed integrations, data pipelines, and CRM systems like HubSpot and Salesforce. You should also be comfortable with product event instrumentation, routing into GTM systems, and implementing lifecycle automation.
- What kind of company culture can I expect at Jump - Advisor AI?
- Jump values a 'talent-dense' team that moves fast and solves hard problems. They emphasize clarity, ownership, and execution, with a focus on building secure, compliant, and useful AI systems. Their team values are High Velocity, World Class, and Direct + Kind + No Drama.
- How does Jump - Advisor AI use AI in their platform?
- Jump's AI platform automates workflows, enhances client communication, and integrates across complex tool stacks for financial professionals. Their AI assistant helps advisors with client meetings and other workflows, aiming to redefine how advisory teams deliver service at scale.
- What is the role of product event instrumentation in this Senior Software Engineer position?
- Product event instrumentation is crucial for routing customer data into GTM systems, powering segmentation, scoring, and automation. As a Senior Software Engineer, you will partner with Engineering and Product teams to define and maintain high-quality product event instrumentation.
- What kind of career growth opportunities are available at Jump - Advisor AI?
- As a rapidly expanding Series A company in a defining category, Jump offers a unique opportunity to shape foundational systems. Working at the intersection of AI, product, GTM systems, and internal tooling provides significant growth potential and the chance to make a substantial impact.