---
title: 'Account Manager at Range'
canonical: 'https://feeny.ai/job/account-manager-range-mclean-e41gkmm6sr0j'
type: 'job'
last_seen: '2026-11-07'
---

# Account Manager at Range

- **Company:** Range
- **Location:** Mclean, VA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-10-02
- **Last confirmed live:** 2026-11-07
- **Apply:** https://jobs.ashbyhq.com/range/cf03284d-9eb1-4b5d-bb5c-e334ad4d353b/application

**Skills:** Salesforce, Outreach

> The Account Manager drives sales efforts by engaging potential clients, qualifying leads, and managing the sales pipeline. Responsibilities include responding to inbound inquiries, scheduling appointments, and maintaining accurate records in CRM tools to support growth in financial services.

## Job description

At Range, we’re building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let’s create it together.

We’re building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We’re growing fast while still small enough that everyone's work is visible and impactful.

## About the role

As an Account Manager at Range, you’ll play a crucial role in driving our sales efforts by engaging potential clients, qualifying leads, and ensuring a seamless transition to our advisory team. You will be responsible for managing inbound inquiries, re-engaging warm leads, and maintaining a strong sales pipeline to help grow our client base. This role requires excellent communication skills, a proactive mindset, and a passion for helping people make smart financial decisions. We're excited to hire this role at Range's Headquarters in McLean, VA or our hub in New York City. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in one of these areas but love what you see, let’s discuss relocation options as part of your journey to joining us.

## What you’ll do with us

- Respond to Inbound Leads: Engage with potential clients who inquire about Range’s services via our website, ads, referrals, and other channels.
- Lead Qualification: Conduct initial conversations to understand prospects’ financial needs, answer questions, and determine if they’re a good fit for our services.
- Appointment Scheduling: Book meetings for our sales team with qualified prospects.
- Re-engage Leads: Follow up with leads who have expressed interest but haven’t yet booked a meeting.
- CRM Management: Maintain accurate records of all interactions in Salesforce and Outreach, ensuring timely follow-ups and organized data tracking.
- Collaboration with Sales & Marketing: Provide feedback on lead quality and share insights to help refine messaging and outreach strategies.
- Performance Tracking: Monitor key metrics such as call volume, meetings scheduled, and conversion rates to meet individual and team goals.
- Account Management: Identify opportunities to offer additional services and enhance client relationships.

What will set you apart

- 1-3 years of experience in sales, business development, or a client-facing role.
- Strong communication and interpersonal skills with the ability to build rapport quickly.
- Highly organized with excellent time management and attention to detail.
- Experience using CRM tools like Salesforce and Outreach is a plus.
- A proactive and results-driven mindset with the ability to work independently.
- Interest in financial services, wealth management, or related fields is a bonus.
- SIE, Series 7, Series 65, Series 66, CFP or similar designation preferred.

## Benefits

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

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

## About Range

## Company Overview
- **One-liner**: Range is an all-in-one wealth management platform that combines AI-powered financial planning with human advisor support to help high-earning individuals manage their finances holistically.
- **Entity Type**: Private (Series C – $62.3M raised February 2026)
- **Headquarters**: McLean, Virginia, United States
- **Founded**: 2021
- **Founders**: Fahad Hassan and David Cusatis

## Core Business
- **Primary industry/industries**: Fintech – Wealth Management / AI-driven Financial Planning
- **Target customers**: B2C – high-income individuals, professionals, executives, and entrepreneurs (High Net Worth / mass affluent)
- **Mission or purpose statement**: “Help households manage their money faster, more affordably, and accurately than any other resource in the world.”

## Products & Services
- **Range Wealth Management Platform**: SaaS-based dashboard that consolidates all aspects of a member’s financial life – cash flow tracking, investment oversight, tax planning, retirement planning, real estate visibility, and direct access to a team of advisors. Augmented by AI tools for cash flow projections and tax optimization.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed
- **Key Metric**: Total funding – $103M raised to date (series A $12.7M in May 2023, series B in Nov 2024, series C $62.3M in Feb 2026) [pitchbook.com](https://pitchbook.com/profiles/company/494915-77)
- **Notable Investors/Partners**: Gradient Ventures (Google’s AI fund), Scale Venture Partners, Cathay Innovation, 8-Bit Capital [range.com/about-us](https://www.range.com/public/about-us)
- **Growth Signals**: 
  - 167 employees as of early 2026 (up from a small team at founding)
  - Raised $62.3M Series C in February 2026 for AI buildout and workforce expansion
  - Coverage in major outlets (e.g., McLean fintech Range raises $60M for AI financial planning)
  - Plans to gradually replace human advisor workforce with autonomous AI capabilities (reported in industry press)

## Competitive Advantages
- **Human + AI hybrid model**: Combines CFP/CPA advisors with proprietary AI tools, offering personalized guidance at a fraction of traditional wealth management fees.
- **Flat-fee pricing**: No investment minimums, making financial planning accessible to more Americans (99% lack a planner due to cost).
- **Founders’ background**: Fahad Hassan (CEO) and David Cusatis (Chief AI Architect) both left high-profile roles at Amazon and a corporate environment to build the platform.
- **Comprehensive platform**: Consolidates budgeting, investments, tax, real estate, and retirement in one place – reducing the need for multiple point solutions.

## Strategic Focus
- **AI automation**: Investing heavily in AI to eventually deliver expert-level financial advice autonomously, reducing dependency on human advisors while maintaining quality.
- **Scaling the team**: Doubling workforce (especially engineering, AI, and operations) to support product expansion.
- **Product expansion**: Deepening real estate, tax, and estate planning modules; expanding into new geographic markets beyond DC and New York.

## Why Work Here
- **Culture**: “Radical Transparency,” “Love Problems, Not Solutions,” “Take Personal Responsibility,” “Be Positive (all of the time)” – 10 core values that emphasize ownership, trust, and customer obsession.
- **Work policy**: Hybrid – employees work from HQ (McLean, VA) or remote locations; mandatory quarterly team weeks in DC to align strategy and build camaraderie.
- **Compensation & equity**: Annual salary reviews with equity adjustments; early exercise eligibility for stock options; 401(k) plan.
- **Benefits**: 100% employer-covered medical insurance (75% for dependents), dental/vision, 15 vacation days plus federal holidays, generous parental leave, gym stipend, technology allowance, meals during team weeks.
- **Growth opportunities**: Reimbursement for conferences, workshops, and professional certifications (CFP, CPA); Boomerang Program allows employees to take time off after 2 years to launch their own venture with a guaranteed seat back.
- **Team**: “DNA built from former CEOs, startup founders, professional athletes, experts from hedge funds and fastest growing tech companies.” Engineers from Amazon, Google, Citi.

## Sources
1. [pitchbook.com](https://pitchbook.com/profiles/company/494915-77) – Range company profile, funding, employees, HQ
2. [range.com/about-us](https://www.range.com/public/about-us) – Founders story, mission, advisors, investors
3. [range.com/careers](https://www.range.com/public/careers) – Benefits, values, work policy, perks
4. [builtin.com](https://builtin.com/company/range) – Office policy, year founded, culture summary
5. [linkedin.com/company/rangefinanceinc](https://www.linkedin.com/company/rangefinanceinc) – Company description
6. News headlines referenced in about-us page (e.g., “Flat-fee advisor Range raises $60M for AI financial planning”) – source: range.com/about-us

## Other roles at Range

- [Investment Analyst](https://feeny.ai/job/investment-analyst-range-mclean-30mg8jbkseec) — Mclean, VA
- [Senior Accountant](https://feeny.ai/job/senior-accountant-range-mclean-crg48wf9vyys) — Mclean, VA
- [Senior Account Executive](https://feeny.ai/job/senior-account-executive-range-mclean-tvyej7zt98wk) — Mclean, VA
- [Lead Planner](https://feeny.ai/job/lead-planner-range-mclean-req0cv5wacve) — Mclean, VA
- [Recruiter](https://feeny.ai/job/recruiter-range-mclean-29be2fvqj46r) — Mclean, VA
- [Senior IT Engineer](https://feeny.ai/job/senior-it-engineer-range-mclean-cbwpq9xxb9m7) — Mclean, VA
- [Sales Operations Manager](https://feeny.ai/job/sales-operations-manager-range-mclean-19xzdr7s1n85) — Mclean, VA
- [Senior Financial Planner](https://feeny.ai/job/senior-financial-planner-range-mclean-j8bf64bt6hmr) — Mclean, VA
- [Senior Financial Planner](https://feeny.ai/job/senior-financial-planner-range-new-york-svmktzqxsnam) — New York, NY
- [Senior Financial Planner](https://feeny.ai/job/senior-financial-planner-range-bellevue-yhkh2sh91jfc) — Bellevue, WA