Account Executive and Customer Success Specialist

Posted 8 Days Ago
Las Vegas, NV
Junior
Fintech • Financial Services
The Role
The Account Executive & Customer Success Specialist will manage sales operations, nurture client relationships, assist with onboarding new clients, conduct due diligence, and handle various sales-related administrative tasks. This role involves close collaboration with the CEO to support business development initiatives and ensure a well-managed sales pipeline.
Summary Generated by Built In

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:

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.


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 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.

NOTE TO STAFFING AGENCIES AND RECRUITERS:
WE HANDLE ALL HIRING IN-HOUSE AND DO NOT ACCEPT UNSOLICITED OUTREACH OR RESUMES FROM THIRD-PARTY RECRUITERS. THANK YOU FOR RESPECTING THIS POLICY.


Top Skills

Excel
The Company
Las Vegas, Nevada
27 Employees
On-site Workplace
Year Founded: 2012

What We Do

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 in the world. 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 was 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. Having placed a greater emphasis on creating a work-life balance for its team, we are actively promoting health & wellness programs throughout our organization. Lastly, the mentality is to “get sh*t done” and our team is comprised of passionate and energetic individuals that do just that

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