Account Manager

Who are we?

FalconX is an innovative digital asset platform catering to institutional clients. Offering a range of services including trade execution, credit & treasury management, prime offering, and market making, we have facilitated transactions exceeding $1 trillion in volume globally. Our products & services are closely monitored for regulatory compliance and are trusted by our clients.

We are a diverse team comprised of engineers, product developers, institutional sales and trading experts, operations professionals, and business strategists. Coming from reputable companies like Google, Apple, Paypal, Citadel, Bridgewater, and Goldman Sachs, our team embodies values like thinking big, driving bold outcomes, maintaining a unified team spirit, iterating with speed, and fostering an entrepreneurial mindset.

At FalconX, we strongly emphasize continuous learning. While achieving successful outcomes is crucial, we believe that both success and failure contribute to our ongoing growth and progress. Within an ever-evolving industry, there are endless opportunities for experimentation and collaborative learning.

Location: Hybrid-Based (New York City, NY)

As a pivotal member of the Sales and Revenue team, the Account Manager will play a vital role in overseeing client relationship management and business development activities. Responsibilities include assisting in client onboarding, providing platform demonstrations, and ensuring ongoing client support to bolster client satisfaction and drive company growth. This role necessitates a blend of financial expertise, effective communication skills, and a proactive client-centric approach.

Core Role Responsibilities:

• Serve as the primary point of contact for client inquiries, resolving issues in a prompt and professional manner
• Aid in essential onboarding processes and ensure completion of KYC/KYB documentation for new accounts
• Assist in completing DDQs for new clients to ensure compliance with KYC/KYB guidelines
• Analyze client requirements and offer customized solutions by collaborating with internal teams
• Possess in-depth knowledge of FalconX products to empower clients with self-service capabilities
• Provide continuous support to clients, aiding in resolving platform-related challenges swiftly
• Collaborate with internal teams for seamless service delivery
• Maintain comprehensive records of client interactions and transactions
• Share feedback with management on client satisfaction and areas for improvement
• Stay abreast of industry trends and FalconX products/services to offer informed client support
• Contribute to expanding the client base through networking and relationship-building endeavors

Additional Responsibilities:

• Travel quarterly within the United States, estimated approximately 4-8 times per year
• Participate in all mandatory company trainings
• Regular in-person presence required for internal team support and occasional client/coworker meetings
• Proven punctuality, strong time management skills
• Flexibility to undertake additional responsibilities as assigned by management

Required Qualifications:

• Demonstrated performance in a client service role, preferably in crypto trading, prime brokerage, or asset management
• Excellent verbal and written communication skills
• Strong analytical and problem-solving capabilities
• Proficiency in CRM software and Microsoft Office Suite
• Ability to thrive in a fast-paced environment
• Exceptional customer service orientation and client-focused mindset
• Autonomy and collaborative teamwork proficiency

Education, Experience and Licensing Requirements:

• Bachelor's degree
• 2-3+ years in financial client service or account management
• Experience using sales tracking software
• Fluency in English

Nice to Have:

• Proficiency in programming languages like C++, Python, Java, JavaScript, Ruby, SQL, etc.
• Experience in crypto or digital assets
• Secondary language proficiency in Cantonese, Mandarin, Malay, Hindi, Urdu, Spanish, or French

Career Development:

This role presents an excellent opportunity for individuals aiming to break into the forefront of Institutional Digital Asset Sales. It offers a springboard for career advancement within the organization, providing pathways to senior account management, institutional sales, business development, revenue operations, or other specialized business realms.

Compensation:

This is a full-time position with estimated annual compensation ranging from $60,000.00 to $105,000. Actual compensation may vary based on skills, experience, qualifications, and relevant factors. The position includes various forms of compensation such as overtime pay (where applicable), performance-based bonuses, equity participation, 401k retirement benefits, inclusive health, dental, and vision benefits, and paid time off and company holidays.

Inclusivity Statement

At FalconX, we are deeply committed to fostering a diverse, inclusive, equitable, and safe workplace for all individuals, irrespective of background. We encourage candidates from all backgrounds to apply for roles within our organization, regardless of meeting all listed criteria.

As part of our inclusivity efforts, FalconX acknowledges the limited response options in the EEOC survey for legal compliance purposes. To ensure a more accurate self-representation, applicants can respond to voluntary survey questions with the identity that best aligns with their true selves.

FalconX is an equal opportunity employer and prohibits discrimination on the basis of legally-recognized protected categories including race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, disability, veteran status, genetic information, or any other protected characteristic under federal, state, or local law.