What are the responsibilities and job description for the Account Executive and Customer Success Specialist position at JFDI Consultants?
Job Description
Job Description
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About JFDI Accountants :
JFDI Accountants sets the standard for cryptocurrency accounting, providing specialized financial solutions to leading blockchain and digital asset companies worldwide. From digital asset accounting and cost basis tracking to financial reporting and payroll management, our tailored services streamline back-office operations for the crypto industry's most influential players.
With a forward-thinking approach and a commitment to excellence, JFDI Accountants combines deep industry expertise with a relentless drive to deliver results. We don't just keep up with the fast-evolving crypto landscape—we lead it.
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 :
What we offer :
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
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 based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider qualified applicants with criminal histories consistent with applicable law for employment.
Salary : $65,000 - $85,000
