What are the responsibilities and job description for the Account Manager position at RANGE?
Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology, world-class advisors, and data-driven insights, we simplify your finances like never before.Powered by AI and supported by a team of financial experts, Range is building proprietary tools and services to help you manage every aspect of your financial life. From investment planning and tax strategies to retirement and estate planning, everything you need is seamlessly integrated into one platform.Join us in transforming the wealth management industry. Backed by Google's AI-focused Gradient Ventures and Cathay Innovations, we're assembling a team of top talent to make quality financial advice accessible to millions. If you're ready to create a groundbreaking platform and make a lasting impact, join Range.About the roleAs 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.This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, Seattle, or Austin. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment. What you'll do with usRespond 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 apart1-3 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.Why Join Range?Be part of a fast-growing, mission-driven company making a real impact in people's financial lives.Opportunity for career growth within a dynamic and supportive team.Competitive compensation, benefits, and the chance to work in an innovative, client-focused environment.If you're passionate about sales, client engagement, and helping people achieve financial peace of mind, we'd love to hear from you!BenefitsComprehensive health coverage : Medical, dental and vision401k planTechnology allowancePTOTop of Market PayPaid parental leaveIn-person team & company eventsRange 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.
