Account Manager — AI-Powered Wealth Growth

Range; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid time off (PTO)

Parental leave

Meals

Fitness stipend

Equity & career growth

Annual compensation reviews

Boomerang program

Job summary

Range is hiring an Account Manager to drive sales by engaging potential clients, qualifying leads, and guiding them to our advisory team. You’ll manage inbound inquiries, re-engage warm leads, and keep a robust pipeline.

Based at Range’s HQ in McLean, VA or our NYC hub, this in-office role collaborates with Sales and Marketing to optimize outreach and client onboarding. Relocation options available where needed.

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

• Respond to inbound leads and engage potential clients.
• Lead qualification to assess fit for Range services.
• Schedule meetings for the sales team with qualified prospects.
• Re-engage warm leads and maintain a strong sales pipeline.
• Maintain accurate CRM records in Salesforce and Outreach.
• Collaborate with Sales & Marketing to refine messaging and outreach.
• Monitor metrics like call volume and meetings scheduled to meet targets.
• Identify opportunities to offer additional services and strengthen client relationships.

Skills

Sales experience

Strong communication

Time management

CRM proficiency

Lead qualification

Education

SIE/Series 7/CFP designation preferred

Tools

Salesforce

Outreach

Job description

Range is hiring an Account Manager to drive sales by engaging potential clients, qualifying leads, and guiding them to our advisory team. You’ll manage inbound inquiries, re-engage warm leads, and keep a robust pipeline.

Based at Range’s HQ in McLean, VA or our NYC hub, this in-office role collaborates with Sales and Marketing to optimize outreach and client onboarding. Relocation options available where needed.