Account Manager

Range; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

100% employer-covered medical insurance

401(k) retirement savings program

Paid Time Off

Comprehensive parental leave

Select meals covered

Monthly fitness stipend

Early exercise eligibility for equity

Annual compensation reviews

Boomerang program for career pauses

Job summary

A financial solutions firm in Virginia is looking for an Account Manager to join their team. The candidate will engage potential clients, qualify leads, and facilitate transitions to the advisory team. Responsibilities include managing inquiries and maintaining a sales pipeline. Ideal candidates have sales experience, excellent communication skills, and familiarity with CRM tools. This role offers comprehensive benefits and opportunities for career growth while working in a dynamic environment focused on member success.

Qualifications

• 1-3 years of experience in sales, business development, or a client-facing role.
• Strong communication and interpersonal skills with the ability to build rapport quickly.
• Highly organized with excellent time management and attention to detail.

Responsibilities

• Engage with potential clients who inquire about Range’s services.
• Conduct initial conversations to understand prospects’ financial needs.
• Book meetings for our sales team with qualified prospects.
• Follow up with leads who have expressed interest.
• Maintain accurate records of all interactions in Salesforce.
• Provide feedback on lead quality to sales and marketing.
• Monitor key metrics such as call volume and meetings scheduled.
• Identify opportunities to offer additional services.

Skills

Sales experience

Communication skills

Time management

CRM knowledge

Proactive mindset

Education

SIE, Series 7, Series 65, Series 66, or CFP

Tools

Salesforce

Outreach

Job description

Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.

Backed by Google's Gradient Ventures and Cathay Innovations, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.

If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.

About the role

As an Account Manager at Range, you’ll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base. This role requires excellent communication skills, a proactive mindset, and a passion for helping people make smart financial decisions.

We're excited to hire this role at Range's Headquarters in McLean, VA or our hub in New York City. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation options as part of your journey to joining us.

What you’ll do with us

• Respond to Inbound Leads: Engage with potential clients who inquire about Range’s services via our website, ads, referrals, and other channels.
• Lead Qualification: Conduct initial conversations to understand prospects’ financial needs, answer questions, and determine if they’re a good fit for our services.
• Appointment Scheduling: Book meetings for our sales team with qualified prospects.
• Re-engage Leads: Follow up with leads who have expressed interest but haven’t yet booked a meeting.
• CRM Management: Maintain accurate records of all interactions in Salesforce and Outreach, ensuring timely follow-ups and organized data tracking.
• Collaboration with Sales & Marketing: Provide feedback on lead quality and share insights to help refine messaging and outreach strategies.
• Performance Tracking: Monitor key metrics such as call volume, meetings scheduled, and conversion rates to meet individual and team goals.
• Account Management: Identify opportunities to offer additional services and enhance client relationships.

What will set you apart

• 1-3 years of experience in sales, business development, or a client-facing role.
• Strong communication and interpersonal skills with the ability to build rapport quickly.
• Highly organized with excellent time management and attention to detail.
• Experience using CRM tools like Salesforce and Outreach is a plus.
• A proactive and results-driven mindset with the ability to work independently.
• Interest in financial services, wealth management, or related fields is a bonus.
• SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred.

Benefits

• Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
• 401(k): Retirement savings program to support your future
• Paid Time Off: time to reset and recharge + most federal holidays
• Parental Leave: Comprehensive leave policy for growing families
• Meals: Select meals covered throughout the week
• Fitness: Monthly movement stipend
• Equity & Career Growth: Early exercise eligibility and a strong focus on professional development
• Annual Compensation Reviews: Salary and equity refreshes based on performance
• Boomerang Program: After two years at Range, you can take time away to start your own company. We’ll hold your spot for 6 months - and pause your equity vesting, which resumes if you return

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.