Account Manager

Dormont Manufacturing Co; North Dakota; On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

100% employer-covered medical insurance

401(k) retirement plan

Paid Time Off and holidays

Parental Leave policy

Meals covered

Monthly fitness stipend

Equity and career growth opportunities

Annual compensation reviews

Boomerang Program

Job summary

Range is looking for an Account Manager to drive sales efforts by engaging potential clients and managing leads. You will be essential in maintaining a strong sales pipeline and ensuring a smooth transition to our advisory team.

Located in McLean, VA, or New York City, you’ll work in an in-office environment, engaging with clients to help them make informed financial decisions. Experience in sales and strong communication skills are essential for success in this role.

Qualifications

• 1-3 years of experience in sales or business development.
• Ability to build rapport quickly with clients.
• Highly organized with excellent time management skills.

Responsibilities

• Engage with potential clients who inquire about services.
• Conduct initial conversations to understand prospects’ needs.
• Book meetings for the sales team with qualified prospects.
• Follow up with leads who have expressed interest.
• Maintain records of all interactions in CRM.
• Provide feedback on lead quality to improve outreach strategies.
• Monitor key performance metrics to meet individual and team goals.
• Identify opportunities to enhance client relationships.

Skills

Sales experience

Communication skills

Organizational skills

CRM tools experience

Interest in financial services

Education

Relevant sales or business development experience

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.