Account Executive

About the Company

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. We're building AI-powered wealth management, integrating investments, taxes, retirement, and estate planning into one platform. We are backed by Google's Gradient Ventures, Cathay Innovation, and Scale Venture Partners.

Responsibilities

• 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

Requirements

• 5+ years in direct sales capacity
• Experience selling into consumers
• Experience selling a SaaS product
• Experience in FinTech, WealthTech, or Wealth Management industry
• Bachelor’s degree or equivalent experience
• Excellent verbal and written communication skills

Preferred Qualifications

• SIE, Series 7, Series 65, Series 66, CFP or similar designation
• Energetic, outgoing, and friendly demeanor

Benefits

• 100% employer-covered medical insurance for employees (75% for dependents), plus 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 equity eligibility and professional development focus
• Annual compensation and equity reviews
• Boomerang Program for entrepreneurs