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Account Executive and Customer Success Specialist

2 months ago

Las Vegas, United States JFDI Consultants Full time
Job DescriptionJob Description

JFDI Accountants, headquartered in Las Vegas, is one of the fastest growing accounting & consulting firms that is currently recognized as the global leader in cryptocurrency accounting. Our company provides a custom Enterprise Back-Office suite of accounting services to some of the largest and most influential blockchain & digital asset technology companies and high-net-worth individuals worldwide. The company's service offering includes digital asset accounting, digital asset cost basis tracking, monthly closes, payroll administration, accounts payables management, financial reporting, and a slew of other related services.

JFDI Accountants vision has always been to build a company that cares about people, and it is those exact principles that are applied each day towards clients, vendors and its internal team members through interactions and shared experiences. Overall, the mentality is to "get sh*t done" and our team is comprised of passionate and energetic individuals that do just that.

Position Summary:

We are seeking a motivated and detail-oriented Account Executive and Customer Success Specialist, preferably with a specialization or interest in crypto and blockchain. The ideal candidate will have a background in the accounting industry, and the ability to manage sales operations, perform sales-related administrative tasks, conduct research, and execute prospecting due diligence. This role requires a proactive individual who can support our CEO with business development tasks on a day-to-day basis and contribute directly to the overall growth of our business.

The Role:

  • Coordinate sales activities and manage the sales pipeline
  • Manage the inflow of client referrals
  • Handle day-to-day administrative tasks, including scheduling meetings, maintaining records, and managing communications with prospects & clients
  • Perform due diligence on prospective clients which includes gathering and reviewing crypto data for job quoting purposes along with basic research about the prospect and their background
  • Manage our proposal software which includes crafting proposal templates, sending proposals to prospects, and necessary follow-ups
  • Assist in onboarding new clients that sign up for new services
  • Build out a more robust due diligence process to be used as part of pricing discovery
  • Analyze internal workload metrics and report them on a KPI dashboard on a recurring basis
  • Perform ad hoc requests as assigned

Job Requirements and Skills:

  • Bachelor's degree in business, accounting, or related field
  • A minimum of 2-3 years of proven work experience in supporting client relations, account management, or an account executive role
  • An expressed interest or familiarity in blockchain technology, cryptocurrencies, and accounting
  • Proven ability to nurture new business relationships
  • Extremely analytical and good with large data sets
  • Experience with sales-related software platforms
  • Great communication, presentation, and negotiating skills
  • Proficient with Microsoft Excel, Microsoft PowerPoint, Google Sheets, and other computer applications
  • Ability to support positive working relationships with clients
  • Driven and self-motivated with an entrepreneurial spirit and a commitment to excellence in everything they do
  • Previous experience supporting a Sales Executive or CRO is a plus*

What we offer:

  • Competitive salary: $65k-$85k and discretionary bonus
  • Generous medical, dental, and vision insurance package
  • 401(k) matching
  • Discretionary time off
  • Paid parental leave
  • Flexible & fun work environment

Position Location:

  • Las Vegas, NV
  • Hybrid

JFDI Accountants is an equal-opportunity employer, and we value diversity at our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories consistent with applicable law.

Just like its name, JFDI is unique in every aspect. The company mantra is "get sh*t done", hence the name JFDI or "Just F#@king Do it"

Our core values are extremely important to our success. We believe in these and ask that you do the same: Get Shit Done, Go Above and Beyond, Make a Positive Impact, Demonstrate Trustworthiness, Provide Transparency, and Remain Curious

Our organization has a reputation for outstanding leadership, innovation, and expertise. Our employees use their creativity and talent to invent new solutions, meet new demands, and offer the most effective services in the industry.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories consistent with applicable law.