Apply on Employer Site

Range · 2 days ago

Account Executive

Bellevue, WA

Full-time

Onsite

Senior Level

5+ years exp

Range is creating AI-powered solutions to eliminate financial complexity for its members, transforming wealth management through technology and expertise. The Account Executive will build trust with potential members by showcasing the platform's value and educating them on its benefits.

AdviceArtificial Intelligence (AI)Financial ServicesFinTechWealth Management

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

Qualification

Direct sales experienceSaaS sales experienceFinTech experienceWealth Management experienceClient relationship managementSales pipeline managementBachelor's degreeSIE certificationSeries 7 certificationSeries 65 certificationSeries 66 certificationCFP designationCommunication skills

Required

5+ years in direct sales capacity

Have an 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

Bachelor's degree or equivalent experience

Preferred

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

Benefits

100% employer-covered medical insurance for employees (75% for dependents), plus dental and vision coverage

Retirement savings program to support your future

Time to reset and recharge + most federal holidays

Comprehensive leave policy for growing families

Select meals covered throughout the week

Monthly movement stipend

Early exercise eligibility and a strong focus on professional development

Salary and equity refreshes based on performance

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