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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.
Job Responsibility:
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
Requirements:
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
What we offer:
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