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Range Logo Range · Sales

Account Manager

United States, McLean, VA, New York City · Job Posted February 18, 2026
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Job Description

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
Range - All Job Offers

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