Account Executive and Customer Success Specialist

2 months ago

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

JFDI Consultants, a leading provider of innovative accounting and consulting services, is seeking a highly motivated and detail-oriented Account Executive & Customer Success Specialist to join our team.

This unique role requires a deep understanding of the cryptocurrency and blockchain space, as well as the ability to manage various aspects of sales operations.

The ideal candidate will have experience conducting research, executing prospecting due diligence, and performing sales-related administrative tasks. You will also work closely with our CEO daily, supporting business development initiatives and nurturing client relationships.

Key Responsibilities:

  • Coordinate and track sales activities, ensuring the sales pipeline is well-managed and up-to-date
  • Collaborate with the CEO to oversee incoming client referrals, ensuring timely follow-up and relationship management
  • Handle essential administrative tasks such as scheduling meetings, maintaining records, and managing communications with prospects and clients
  • Conduct due diligence on prospective clients, including gathering and reviewing crypto-related data for job quoting and performing basic research on prospects and their background
  • Manage proposal software, including crafting proposal templates, sending proposals to prospects, and managing follow-up communications
  • Assist with onboarding new clients who sign up for services, ensuring a smooth transition into our systems
  • Build and refine the due diligence process to support pricing discovery and improve overall accuracy
  • Analyze internal workload metrics and report regularly on KPIs through a dashboard.
  • Complete ad hoc tasks as assigned to support sales operations and business growth

Requirements and Skills:

  • Bachelor's degree in business, accounting, or related field
  • A minimum of 2-3 years of proven work experience in client relations, account management, or an account executive role
  • A deep understanding of blockchain and cryptocurrency
  • 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 or knowledge in Accounting is a plus*

What We Offer:

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

Position Location:

  • Remote

JFDI Consultants 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.

Our Core Values:

  • Get Shit Done
  • Go Above and Beyond
  • Make a Positive Impact
  • Demonstrate Trustworthiness
  • Provide Transparency
  • Remain Curious

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