Account Executive and Customer Success Specialist

Position Summary:

JFDI Accountants seeks 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 and 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. As a key contributor to our company’s growth, you will play a crucial role, in building the foundation for JFDI's business development and client success pillars.

We encourage you to apply if you thrive in a fast-paced environment and are eager to make a direct impact on the growth of an innovative company.

The Role:

• 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 client 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

Job 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
• Proven ability to nurture new business relationships
• Extremely analytical and good with large data sets
• Experience with sales-related software platforms such as Hubspot and Proposify
• Great communication, presentation, and negotiating skills
• Proficient with Microsoft Excel, Microsoft PowerPoint, Google Sheets
• 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
  
• Project management acumen
• Previous experience or knowledge in Accounting is a plus
• An understanding of blockchain and cryptocurrency is a plus

What we offer:

• Competitive base salary: $65k-$85k with potential to commission and a 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 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.