R

Range

AI-driven wealth management with CFP guidance

Support Analyst

Customer SupportConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Three to five years of experience in a support or technical role.
  • Strong problem-solving and written communication skills.
  • Experience using financial services technology.
  • An interest in the technology industry and/or consumer fintech experience.

Responsibilities

  • Assist members with questions about how to use the Range platform.
  • Serve as the first line of defense for technical issues members experience.
  • Identify members' problems quickly and offer the right solution effectively.
  • Create and maintain a knowledge library explaining how Range works.
  • Maintain success metrics and data as directed.
  • Participate actively in a collaborative team and share best practices.
  • Refine the customer-facing artificial intelligence agent to scale support.
  • Leverage artificial intelligence tools to improve daily output.

Desired Qualifications

  • SaaS startup or FinTech experience is preferred.
  • A BS or BA is preferred.

About the Company

Range

AI-driven wealth management with CFP guidance

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, VA
Founded
2021

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