Account Executive

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🔥 23 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

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Swan Bitcoin

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

₿ Crypto

💸 Finance

💳 Fintech

💰 Series A on 2022-05

Crypto • Finance • Fintech

Swan Bitcoin is a cryptocurrency company focused on providing services to buy and manage Bitcoin. They offer various financial products including personal accounts, retirement accounts, and business solutions, focusing solely on Bitcoin. They are committed to educating people about Bitcoin and offer a suite of services that make it easy to invest in Bitcoin regularly. Swan Bitcoin provides tools for recurring purchases, instant buys, and a secure platform for Bitcoin transactions, targeting both individual investors and financial advisors.

📋 Description

• Generate net new leads and opportunities via media, an existing book of business, personal brand and/or digital sales • Actively engage clients and prospects to build relationships, identify needs, and review investment goals related to Bitcoin • Establish and cultivate relationships with new and existing clients by providing high-quality and bespoke support throughout their Bitcoin journey • Serves as a client dedicated contact for a wide spectrum of topics related to Swan services and Bitcoin • Onboard new Swan clients with high satisfaction rates • Ensure our best clients receive only the highest quality of service across all actions • Execute orders and other concierge services in an on-call basis, upon request • Provide Private clients with personal access via SMS seven days a week • Provide expert-level guidance on both Swan products and Bitcoin strategies in line with client goals • Work collaboratively with Directors and Managing Directors to benefit the overall sales environment • Flexibility to travel as needed

🎯 Requirements

• 4-5 minimum years of experience • Deep knowledge of financial markets, macroeconomics, investment management, and Bitcoin fundamentals • Comfortable doing media appearances and building a personal brand • Great listening skills and empathetic reasoning • Ability to put the client first; fast and attentive response to client requests • Ability to be flexible via client communication preferences (SMS, Phone, Email) • Basic tax, trust and inheritance knowledge • Traditional financial industry experience • Must be US-based (major metro area ideal) and eligible to work in the US.

🏖️ Benefits

• Flexible work arrangements • Professional development opportunities