# Account Executive

**Company:** [Range Finance](https://hotfix.jobs/companies/range-finance)
**Location:** McLean, VA, Bellevue, WA, New York, NY
**Role:** Account Executive
**Experience:** 5+ years
**Skills:** SaaS Sales, Fintech, Wealth Management, Sales Pipeline Management, Demo Presentations, Client Relationship Management, Sie, Series 7, Series 65, Series 66
**Posted:** 2025-12-12

> 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.

## Job Description

## 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)

## Similar roles

- [Territory Account Executive, Riverside](https://hotfix.jobs/jobs/58563225-d3d4-4ddb-a679-3b99718fbb1d) - Square - Riverside, CA - $35 – $64/hr
- [Enterprise Account Executive, Corporate Internal Audit](https://hotfix.jobs/jobs/84d658dc-1dbd-4782-a01e-78e580ec4249) - Fieldguide - Remote - $125k – $140k/yr
- [SaaS Account Executive](https://hotfix.jobs/jobs/fed95710-2a0b-4c9e-b57e-c22a334a599a) - Playground - Denver, CO - $155k – $165k/yr
- [Account Executive](https://hotfix.jobs/jobs/965942f8-2320-4c89-83c8-805ee9dfce27) - ElevenLabs - Remote
- [Account Executive](https://hotfix.jobs/jobs/c3475c41-1c15-4343-8432-0571852aab21) - ElevenLabs - Remote

**Apply:** https://hotfix.jobs/jobs/4eeedb61-c979-4a49-bb01-448840eea3b5
**Canonical:** https://hotfix.jobs/jobs/4eeedb61-c979-4a49-bb01-448840eea3b5