Sales Account Manager – AI Wealth Platform

Range; McLean (VA); 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

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.