Account Executive and Customer Success Specialist

View full description

Requirements:

• 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 adept with large data sets.
• Experience with sales-related software platforms such as Hubspot and Proposify.
• Strong communication, presentation, and negotiating skills.
• Proficiency in Microsoft Excel, Microsoft PowerPoint, Google Sheets.
• Ability to support positive working relationships with clients.
• Driven and self-motivated with an entrepreneurial spirit and commitment to excellence.
• Project management skills.
• Previous knowledge in accounting or understanding of blockchain and cryptocurrency is a plus.

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 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.
• Manage proposal software, including crafting proposal templates and overseeing follow-up communications.
• Assist with onboarding new clients ensuring a smooth transition into systems.
• Build and refine the due diligence process to support pricing discovery and improve accuracy.
• Analyze internal workload metrics and regularly report on KPIs.