Account Manager • Mid-Level

Who you are

You have a strong background in sales and account management, ideally with experience in the financial services sector. You possess excellent communication skills that allow you to engage effectively with potential clients and understand their needs. Your proactive mindset drives you to seek out opportunities and maintain a robust sales pipeline. You are passionate about helping people make informed financial decisions and are eager to contribute to a team that values member experience. You thrive in a collaborative environment and are excited about the opportunity to shape the culture at Range as it grows. You understand the importance of building relationships and are skilled at managing inbound inquiries and re-engaging warm leads.

Desirable

Experience in wealth management or financial technology is a plus, as is familiarity with AI-powered solutions. A background in customer success or client relationship management would also be beneficial. You are adaptable and open to learning new technologies that can enhance the client experience. A track record of meeting or exceeding sales targets will set you apart as a candidate.

What you'll do

As an Account Manager at Range, you will play a crucial role in driving our sales efforts. You will engage potential clients, qualify leads, and ensure a seamless transition to our advisory team. Your responsibilities will include managing inbound inquiries and maintaining a strong sales pipeline to help grow our client base. You will work closely with the advisory team to ensure that clients receive the best possible service and support. Your role will involve regular communication with clients to understand their financial needs and provide tailored solutions. You will also be responsible for tracking sales metrics and reporting on your progress to the leadership team. Collaboration with marketing and product teams will be essential to align sales strategies with overall company goals. You will have the opportunity to contribute to the development of sales processes and best practices as Range continues to grow.

What we offer

At Range, you will be part of a dynamic team that is transforming wealth management through innovative technology. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. You will work in a supportive environment that encourages collaboration and celebrates wins. As a member of our team, you will have the chance to make a genuine impact on how people manage their financial lives. We are committed to creating a diverse and inclusive workplace where everyone can thrive. Join us in our mission to eliminate financial complexity for our members and help shape the future of financial services.