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Range FinanceRange FinanceMcLean, VA

Account Executive

Account Executive drives sales by hosting demos, building client relationships, managing pipelines, and hitting targets for AI-powered wealth management SaaS platform. Requires 5+ years direct sales experience, preferably in FinTech/WealthTech with consumer sales background.

Salary not listed
On-site5+ YOEAccount Executive

About the role

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
  • Energetic, outgoing, and friendly demeanor
  • Excellent verbal and written communication skills; the 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

Nice-to-Haves

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

Benefits

  • Health & Wellness: 100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage
  • 401(k): Retirement savings program
  • Paid Time Off: time to reset and recharge + most federal holidays
  • Parental Leave: Comprehensive leave policy
  • Meals: Select meals covered throughout the week
  • Fitness: Monthly movement stipend
  • Equity & Career Growth: Early exercise eligibility and strong focus on professional development
  • Annual Compensation Reviews: Salary and equity refreshes based on performance
  • Boomerang Program: After two years, take time away to start your own company (spot held for 6 months, equity vesting paused)

Skills

SaaS SalesFintechWealth ManagementSales Pipeline ManagementDemo PresentationsClient Relationship ManagementSieSeries 7Series 65Series 66
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