Account Manager
At a glance
Mid-level Account Management role at Range. McLean · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Respond to inbound prospects from the website, advertising, referrals, and other channels
- Qualify prospects by discussing financial needs, answering questions, and assessing service fit
- Schedule sales meetings, then revive interested leads who have not booked
- Keep Salesforce and Outreach records accurate, organized, and ready for follow-up
- Track calls, meetings, conversion rates, and lead feedback while finding additional service opportunities
What you bring
- One to three years in sales, business development, or another client-facing position
- Clear communication skills and the ability to establish rapport quickly
- Strong organization, time management, attention to detail, and self-direction
- A proactive, results-focused approach and the ability to work independently
Who this fits
You'll suit a proactive account manager who enjoys prospect conversations, structured follow-up, and measurable sales goals. The role is based in McLean or New York City and requires working in the office Monday through Friday. Relocation options can be discussed if you are not currently in either area.
From the employer
At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.
We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.
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.
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