Account Management AnalystFramework Ventures • Saint Paul, Illinois, United States
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Account Management Analyst
Framework Ventures
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
À propos
Impact As an Operations Manager, Account Management, you will play a key role in supporting the operations of our Global Account Management team. Account Management is a key function at FalconX which supports the transition of high‑value clients as they commence business with FalconX. Reporting directly to the Global Head of Account Management you will support a range of operations which enhance, grow, and enable our Account Management function. While not a client‑facing role initially, you will support the Global Head of Account Management across a range of in‑flight and new projects, initiatives and builds designed to enhance the experience customers have while transitioning their business to FalconX.
Key Responsibilities
Support the Global Head of Account Management across all aspects of all internal projects which enhance FalconX’s Counterparty Onboarding Process globally.
The projects include enhancements to all aspects of onboarding new counterparties KYC, AML, credit, legal and operational due diligence.
Operationalize workflows to make the client experience much smoother.
Document internal processes – create guides, document repositories and knowledge sharing tools that will serve as the source of truth for our processes.
Support the definition and refinement of processes related to legal, compliance, risk and tradeOps as related to the customer onboarding process.
Act as the primary point of contact for internal teams (Legal, Compliance, Sales, Risk, Middle Office) for all associated projects.
Work closely with the Global Head of Account Management to enhance all aspects of customers’ requirements to effectively and efficiently integrate with FalconX, including developing an understanding of specific client personas (e.g., systematic vs. discretionary traders) and enhancing customized integration plans as part of the client’s onboarding journey.
Assist Global Head of Account Management by providing timely updates and metrics to senior management on onboarding project statuses, bottlenecks and risks, and produce additional management reporting to help inform decision‑making.
Required Skills and Qualifications
Desire to work in a results‑oriented environment.
Proven experience in a client service role, preferably in crypto trading, prime brokerage, and asset management.
Advanced knowledge of the digital asset space including industry history and trends.
Excellent verbal and written communication skills.
Strong analytical and problem‑solving abilities.
Proficiency in CRM software (preferably Salesforce) and Microsoft Office Suite.
Ability to work well under pressure and manage multiple priorities.
Exceptional customer service skills and a client‑focused approach.
Ability to work independently and collaboratively within a team.
Proactive approach to problem solving and efficient tracking of activities.
Education, Experience and Licensing Requirements
BA/BS Degree.
1–3 years of work experience in a financial client service or account management role.
Experience using sales tracking software.
Working Conditions Standard office hours, in‑person in office 4 days a week, with occasional flexibility based on business needs.
Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally‑recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX’s People team at recruiting@falconx.io if you need assistance with participating in the application process.
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Compétences linguistiques
- English
Avis aux utilisateurs
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