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Range FinanceRange FinanceMcLean, VA

Account Manager

Manages inbound leads, qualifies prospects, schedules sales meetings, and maintains CRM records to grow client base in wealth management. Requires 1-3 years sales experience, strong communication, and organization.

Salary not listed
On-site1+ YOEAccount Management

About the role

Responsibilities

  • Respond to inbound leads from website, ads, referrals, and other channels.
  • Conduct initial conversations to qualify leads based on financial needs.
  • Schedule appointments for sales team with qualified prospects.
  • Re-engage warm leads who expressed interest but haven't booked.
  • Maintain accurate records in Salesforce and Outreach, ensuring timely follow-ups.
  • Collaborate with sales and marketing on lead quality feedback.
  • Track performance metrics like call volume, meetings scheduled, and conversion rates.
  • Identify upsell opportunities and enhance client relationships.

Requirements

  • 1-3 years in sales, business development, or client-facing role.
  • Strong communication and interpersonal skills.
  • Highly organized with excellent time management.
  • Proactive, results-driven mindset.

Nice-to-Haves

  • Experience with CRM tools like Salesforce and Outreach.
  • Interest in financial services or wealth management.
  • SIE, Series 7, Series 65, Series 66, CFP or similar designations.

Benefits

  • 100% employer-covered medical (75% dependents), dental, vision.
  • 401(k) retirement savings.
  • Paid time off + federal holidays.
  • Parental leave.
  • Meals covered, fitness stipend.
  • Equity, career growth, annual compensation reviews.
  • Boomerang Program for entrepreneurship.

Skills

SalesforceOutreachCRMSalesBusiness DevelopmentLead QualificationFinancial ServicesSieSeries 7Series 66
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