Account Management Analyst

Account Management Analyst

FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever-evolving cryptocurrency landscape.

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 support, enhance and grow our Account Management function. Whilst not a client-facing role initially you 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 whilst transitioning their business to FalconX.

Key Responsibilities

Project Delivery

• 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 process - 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.

Integration Planning Work closely with the Global Head of Account Management to enhance all aspects of customers' requirements to effectively and efficiently integrate with FalconX. This will include developing an understanding of specific client personas (eg systematic vs. discretionary traders) and enhancing customized integration plans as part a client's onboarding journey Internal Communication:

• Assist Global Head of Account Management by providing timely updates and metrics to senior management on onboarding project statuses, bottlenecks and risks.
• 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.
• Have 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.