Full-Time

Member Success Manager

Updated on 9/3/2026

Range

Range

201-500 employees

AI-driven wealth management with CFP guidance

No salary listed

McLean, VA, USA

In Person

Relocation support may be discussed for candidates outside the McLean area.

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
Product Management

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Requirements
  • At least 5 years of experience in customer experience, customer success, member engagement, or a similar role, ideally in a fintech, software-as-a-service, or membership-based business.
  • A Bachelor of Science or Bachelor of Arts degree from a leading university.
  • The ability to engage members with empathy, build rapport, and elicit honest feedback.
  • Comfort working with qualitative and quantitative data to detect trends, draw insights, and make recommendations.
  • The ability to collaborate across Product, Engineering, and Support to translate insights into action.
  • Experience with feedback collection and member journey mapping, including surveys, interviews, feedback mechanisms, journey maps, and retention initiatives.
Responsibilities
  • Conduct proactive outreach to members through email, phone calls, in-app messages, or other communication channels to engage them, understand how they use Range, and encourage deeper engagement.
  • Collect qualitative and quantitative feedback on product functionality, usability, and the overall member experience through surveys, interviews, or feedback sessions.
  • Analyze feedback and engagement data to identify patterns, pain points, and opportunities to improve the product and member journey.
  • Collaborate cross-functionally with Product, Engineering, and Support teams to ensure feedback leads to actionable improvements.
  • Develop and implement member engagement and retention campaigns, including onboarding follow-ups, check-ins, re-engagement campaigns, and loyalty or advocacy programs.
  • Define and track key member-experience metrics, including retention rate, engagement frequency, and satisfaction scores, and report them to leadership.
  • Represent the voice of the member in product discussions, roadmap planning, and feature prioritization.
  • Design and maintain feedback loops, including regular member check-ins, surveys, focus groups, and other mechanisms to surface member sentiment over time.

Range.com provides a unified wealth management platform that combines AI-driven financial planning with the guidance of Certified Financial Planners. It serves individuals who want help with investments, taxes, cash flow, and estate planning. The product works by using proprietary AI to pull in real-time financial data and generate personalized advice, while CFPs offer human expertise. Clients access the service through a subscription that covers the platform and advisory support, with optional premium services. Range.com stands out by pairing advanced AI planning with human financial guidance in a single, easy-to-use platform, rather than offering separate tools or consulting. Its main goal is to simplify financial management by consolidating all financial needs into one place, helping clients manage their money more efficiently and make informed decisions.

Company Size

201-500

Company Stage

Series C

Total Funding

$100M

Headquarters

McLean, Virginia

Founded

2021

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Simplify Jobs

Simplify's Take

What believers are saying

  • Range raised $60 million on November 25, 2025, led by Scale Venture Partners.
  • Range reported 300% year-over-year revenue growth and over 5,000 high-net-worth customers.
  • Range added advisor roles, West Coast expansion, and broker-dealer services in 2026.

What critics are saying

  • On March 6, 2026, Hassan said Range will eliminate its advisor workforce.
  • Broker-dealer expansion invites SEC, FINRA, and suitability scrutiny across 2026.
  • A bad Rai recommendation can trigger lawsuits, churn, and brand collapse.

What makes Range unique

  • Rai, launched October 24, 2025, unifies tax, investing, cash flow, and estate planning.
  • Range charges flat annual fees, not AUM percentages, appealing to high earners.
  • CFP-backed human review plus AI speed creates a tech-enabled fiduciary service.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Time Off

Parental Leave

Meals

Fitness

Equity & Career Growth

Technology allowance

Growth & Insights and Company News

Headcount

6 month growth

4%

1 year growth

0%

2 year growth

2%
WealthTech Strategy
Dec 5th, 2025
Range Raises $60M Series C to Scale Its AI-Powered Wealth Management Platform

Range raises $60M Series C to Scale its ai-powered wealth management platform. Range has raised a $60 million Series C round led by Scale Venture Partners, with participation from Gradient Ventures, Cathay Innovation, and several new investors including 53 Stations. The financing brings the company's total capital raised to more than $100 million. As part of the round, Rocket Money CEO Haroon Mokhtarzada and Scale Venture Partners' Alex Niehenke will join the company's board of advisors, adding experience in consumer finance, product scaling, and venture-backed operational growth. The company plans to use the new capital to expand hiring across AI, product, and go-to-market functions while advancing its AI wealth manager, Rai, to deliver predictive planning and proactive tax optimization. Range also intends to grow its enterprise partnerships and broaden its investment solutions by adding broker-dealer services. The platform currently oversees $400 million in AUM and $9.5 billion in AUA, serving more than 5,000 high-net-worth customers across all 50 states. Range reports 300 percent year-over-year revenue growth, citing demand from households priced out of traditional advisory models. Its AI-driven advisor handles thousands of financial inquiries monthly and has reduced messaging to human advisors by half. With its latest funding, Range aims to expand its national footprint, particularly on the West Coast, and continue redefining wealth management accessibility through technology.

Range
Nov 26th, 2025
Range - Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

Oversubscribed round led by Scale Venture Partners will fuel AI-technology development, West Coast expansion, and broker-dealer services. Rocket Money CEO Haroon Mokhtarzada, Scale Venture Partners’ Alex Niehenke will join the company’s board of advisors

Axios
Nov 25th, 2025
Range raises $60M for AI planning

Range has secured $60 million in Series C funding to enhance its AI-driven financial planning services for mass affluent households. CEO Fahad Hassan highlighted the importance of this funding as many Americans navigate complex financial decisions regarding retirement, taxes, and equity compensation without professional guidance.

Technologies.org
Nov 26th, 2024
Range Secures $28M to Transform Wealth Management

Range, an AI WealthTech platform, has raised $28 million in Series B funding, led by Cathay Innovation with participation from Gradient Ventures, bringing its total funding to $40 million. The platform's AI engine, Rai, offers financial advice 10-20 times faster and reduces fees by 75-90%. Founded in 2021, Range serves over 1,000 high-net-worth members and manages nearly $3 billion in assets. The funding will support product development and team expansion.

PR Newswire
Nov 26th, 2024
AI WealthTech company Range Raises $28 Million Series B Led by Cathay Innovation

MCLEAN, Va., Nov. 26, 2024 /PRNewswire/ - Range, the all-in-one AI WealthTech platform, raised $28 million in Series B funding, led by Cathay Innovation and joined by Gradient Ventures and other investors.