Range · 5 days ago
Onboarding Specialist
McLean, VA
Full-time
Onsite
Entry, Mid Level
2+ years expRange is creating AI-powered solutions to eliminate financial complexity for members, transforming wealth management through technology and human expertise. The Onboarding Specialist will guide new members through their onboarding process, ensuring a seamless start to their financial journey while building strong relationships and improving the onboarding experience.
AdviceArtificial Intelligence (AI)Financial ServicesFinTechWealth Management
Responsibilities
Guide new members through the end-to-end onboarding process, including account setup, financial account connections, and initial product walkthroughs
Serve as a primary point of contact for onboarding-related questions via phone, video, chat, and email
Clearly explain complex financial and technical concepts in a way that feels approachable and empowering for members
Troubleshoot issues related to account connections, data syncing, and onboarding workflows, ensuring timely resolution
Proactively identify friction points in the onboarding experience and partner with Product, Engineering, and Operations to improve processes
Build strong relationships with members by delivering a white-glove, high-touch onboarding experience
Maintain accurate documentation and notes to ensure smooth handoffs and long-term member success
Qualification
Required
2+ years of experience in a customer-facing role such as onboarding, customer success, support, account management, or client services
BS or BA required
Exceptional verbal and written communication skills, with confidence speaking directly with customers
Strong problem-solving instincts and the ability to stay calm and empathetic when members encounter challenges
Comfort working with technology and troubleshooting issues across digital tools and platforms
Ability to explain complex concepts clearly to non-technical audiences
Highly organized, detail-oriented, and able to manage multiple member interactions simultaneously
A genuine passion for delivering outstanding customer experiences and helping people feel confident about their finances
Preferred
Experience in fintech, financial services, SaaS, or a startup environment is a plus
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: Dedicated time to reset and recharge plus 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
Company
Range
Range is an AI wealthtech platform that provides wealth management and financial advisory services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$100MKey Investors
Scale Venture PartnersCathay InnovationGradient
2025-11-25Series C· $60M
2024-11-26Series B· $28M
2023-05-03Series A· $12M
Leadership Team
D
David Cusatis
Co-founder & Chief AI Architect
Recent News
2025-12-03
thesaasnews.com
2025-12-01
Company data provided by crunchbase