Account Executive

The role

Account Executives build trust with potential members by showcasing the platform's value and educating them on the benefits of Range. You will host demo presentations and manage a sales pipeline.

What you will do

• Host demo presentations with potential members
• Build and maintain strong client relationships
• Meet or exceed monthly sales targets
• Manage and maintain a healthy sales pipeline and deal status
• Develop a deep understanding of products and services
• Stay updated on industry trends

Required qualifications

• 5+ years in direct sales capacity
• Energetic, outgoing, and friendly demeanor
• Excellent verbal and written communication skills
• Ability to call, connect and interact with anyone
• Previous experience selling into consumers
• Previous experience selling a SaaS product
• Previous experience in FinTech or WealthTech or Wealth Management Industry
• Bachelor’s degree or equivalent experience

Nice to have

• SIE, Series 7, Series 65, Series 66, CFP or similar designation

Benefits

• 100% employer-covered medical insurance for employees (75% for dependents)
• Dental and vision coverage
• 401(k) retirement savings program
• Paid Time Off and most federal holidays
• Comprehensive parental leave policy
• Select meals covered throughout the week
• Monthly movement stipend
• Early exercise eligibility
• Professional development focus
• Annual salary and equity refreshes based on performance
• Boomerang Program: hold spot for 6 months after two years to start own company

About the company

Range is building AI-powered wealth management including investments, taxes, retirement, and estate planning. The company is backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more.