Onboarding Specialist
Range is creating AI-powered solutions to eliminate financial complexity for our members. We’re transforming wealth management through the perfect blend of cutting-edge technology and human expertise. We’re obsessed with member experience! We’ve built an integrated platform that tackles the full spectrum of financial needs–investments, taxes, retirement planning, and estate management–all unified in one intuitive system.
Backed by Scale, Google's Gradient Ventures, and Cathay Innovations, we're in hyper-growth mode and looking for exceptional talent to join our starting lineup. We recently raised $60M in our Series C funding and want builders to help scale the company. Every Ranger at this stage is shaping our culture and way of life—from former CEOs and startup founders to experts from leading hedge funds and tech companies.
If you're ready to build something that truly matters in financial services, bring your talent to Range. Here, you'll make a genuine impact on how people manage their financial lives while working alongside a team that celebrates wins, makes big decisions, and blazes new trails together.
About the role
As an Onboarding Specialist at Range, you will be on the front lines of the member experience, guiding new members through their first interactions with our product and ensuring a seamless, confident start to their financial journey. You’ll help members set up their Range membership, connect financial accounts, and complete onboarding steps so they can quickly begin realizing value from the platform. This role blends customer education, problem-solving, and relationship-building. You’ll act as a trusted guide for members, helping them navigate both technical setup and financial questions, while working closely with internal teams to continuously improve the onboarding experience.
We're excited to hire this role at Range's Headquarters in McLean, VA and our office in the Seattle metro area. All of our positions follow an in-office schedule Monday through Friday, allowing you to collaborate directly with your team. If you're not currently based in the area, but love what you see, let’s discuss relocation as part of your journey to joining us.
What you’ll do with us
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
What will set you apart
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
Experience in fintech, financial services, SaaS, or a startup environment is a plus
A genuine passion for delivering outstanding customer experiences and helping people feel confident about their finances
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
Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.