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Range

AI-driven wealth management with CFP guidance

Sales Operations Manager

Sales OperationsConfirmed live in the last 24 hours
Full-timeMcLean, VA, USA

About the Job

Requirements

  • At least 5 years of experience in sales operations, revenue operations, or a closely related analytical go-to-market role, ideally supporting full-cycle sales.
  • Deep hands-on Salesforce experience, including building and maintaining an organization; Salesforce Administrator certification is a plus.
  • Experience building systems for customer relationship management, variable compensation, revenue reporting, and forecasting, and running annual planning and business reviews.
  • Strong business and financial acumen, advanced Excel or Google Sheets skills, and comfort with SQL or a business intelligence tool.
  • A track record of designing sales processes that representatives adopt and independently shipping improvements with minimal oversight.
  • Clear written and verbal communication, with confidence presenting to senior leadership and aligning cross-functional stakeholders.
  • Curiosity about generative AI and new tools, and an eye for solutions that can scale across the team.
  • Bachelor's degree.

Responsibilities

  • Partner with sales leadership to shape and improve go-to-market strategy and influence leadership-level decisions.
  • Own annual planning, target setting, monthly business reviews, and the weekly forecast, and continually improve each process.
  • Lead capacity planning and goal setting, and administer quota and compensation plans in partnership with Finance.
  • Own Salesforce end to end and administer the go-to-market technology stack, including communication, coaching, scheduling, and automation tools.
  • Build leadership dashboards for pipeline coverage, stage conversion, cycle time, and wins and losses, and explain the insights behind the data.
  • Design and document the sales process with Enablement, covering stage definitions, routing rules, service-level agreements, and escalation paths, to support representative adoption.
  • Identify reporting issues and process gaps and implement lasting fixes.
  • Drive automation and tooling improvements end to end, including AI-assisted workflows.

Desired Qualifications

  • FinTech or startup experience.
  • Salesforce Administrator certification.

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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