Rachel Davidson in

Rachel Davidson

Questioner · DISC type c
Senior Customer Success Manager at Jump - Advisor AI
📍 Greater Philadelphia, United States

Rachel is a Senior Customer Success Manager at Jump - Advisor AI, specializing in helping financial professionals leverage technology. With extensive experience from her tenure at eMoney Advisor, she focuses on driving adoption, retention, and growth for her clients. She holds a BSBA from Shippensburg University of Pennsylvania.

She has the unique experience of having worked at both Jump and eMoney Advisor, and was excited to see the two companies recently integrate their platforms.

Read the full overview →
Experience
19 Years
Current Role
Senior Customer Success Manager
Job Level
Middle
Location
Greater Philadelphia, United States
Personality Overview

How Rachel shows up

Cautious & Analytical
Not Easily Convinced
Systematic

They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Rachel cares about

FinTech Integrations
She expressed excitement about the integration between Jump and eMoney Advisor, two companies she has worked for, highlighting an interest in platform collaboration.
Customer Success
Her entire career is focused on customer success, with a passion for helping clients unlock value through strong relationships and strategic insight.
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Career

Work history

6-2025
Senior Customer Success Manager
Jump - Advisor AI
9-2021 - 3-2025
Senior Relationship Manager
eMoney Advisor
9-2013 - 9-2021
Enterprise Relationship Manager
eMoney Advisor
9-2011 - 9-2013
Training Specialist
eMoney Advisor
2-2011 - 9-2011
Associate Account Executive
eMoney Advisor
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2010
BSBA
Shippensburg University of Pennsylvania
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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