Summary
Overview
Work History
Education
Skills
Timeline
Generic

Edward Jelenich III

Santa Barbara,CA

Summary

Dynamic Account Manager and Hospitality Specialist skilled in partnership growth, account retention, and revenue optimization. Effective in leading teams, enhancing customer relationships, and strategic planning. Excels in service delivery, improving customer satisfaction through efficient communication.

Proven leader with a focus on team building, motivation, and analytical problem-solving. Demonstrates strong decision-making and relationship-building skills, committed to boosting employee engagement and performance.

Overview

9
9
years of professional experience

Work History

Account Manager

Crypto Tax Audit
08.2023 - Current


  • Lead tailored tax and IRS audit defense strategies for crypto traders globally, emphasizing personalized tax preparation, strategic planning, and advanced gain calculations.
  • Champion the IRS Guard Dog tool, providing unmatched Audit Defence solutions for cryptocurrency-related IRS audits.
  • Excel in delivering customized client services with a strong foundation in cryptocurrency taxation, including high-volume trading, NFTs, DeFi, and other digital assets.

Senior Business Manager

Rodriguez Law Group, Inc.
08.2016 - 08.2021

• Identified performance gaps and implemented data-driven improvements in business structure.

• SAAS Experience - Google Suites , Microsoft Tools , Teams , CRM , MyCase , Clio Grow , Smith AI.

• Grew business revenue and success by executing strategic sales and retaining strategies resulting in $800K-1M in ARR.

• Managing upwards of (+50) prospective client accounts and new client onboarding through data entry and documentation collection.

• Qualifying upwards of (100) inbound lead inquires weekly through phone calls and emails, to ensure adequate opportunities for our services.

• Handling all closing of contractual agreements, averaging 10-30 new clients weekly, with an average of $20,000-$100,000 in revenue.

Hospitality Specialist

Rosewood Miramar Beach
01.2019 - 03.2020

• Resolved guest problems and complaints to improve overall satisfaction.

• Handled client inquiries with exceptional professionalism and enthusiasm.

• Provided highest quality customer service standards by anticipating guests needs.

• Promoted value-added services and special access options to increase guest satisfaction.

• Worked with clients to coordinate details of special functions to ensure events ran smoothly.

• Promoted high guest satisfaction by resolving problems with knowledgeable and friendly service.

• Maintained high-volume workload within fast-paced environment and consistently met performance benchmarks.

Hospitality Specialist

Four Seasons
01.2017 - 11.2019

• Resolved guest problems and complaints to improve overall satisfaction.

• Handled client inquiries with exceptional professionalism and enthusiasm.

• Provided highest quality customer service standards by anticipating guests needs.

• Promoted value-added services and special access options to increase guest satisfaction.

• Worked with clients to coordinate details of special functions to ensure events ran smoothly.

• Promoted high guest satisfaction by resolving problems with knowledgeable and friendly service.

• Maintained high-volume workload within fast-paced environment and consistently met performance benchmarks.

Management Staff

CVS
01.2015 - 01.2017

• Directed employees through daily routines.

• Managed cash positions and made bank deposits.

• Completed opening and closing duties to facilitate business operations.

• Upheld company standards and compliance requirements for operations.

• Positioned skilled staff in key areas throughout shift to optimize department productivity.

• Assisted upper management with daily operations to meet standards of service and quality.

• Cultivated performance-based and collaborative culture by recognizing achievements and excellent teamwork.

Education

High School Diploma -

St Gregory High
2012

Skills

  • Operations
  • Customer Service
  • Account Servicing
  • Revenue Generation
  • Teamwork and Collaboration
  • Client Relationship Management

Timeline

Account Manager

Crypto Tax Audit
08.2023 - Current

Hospitality Specialist

Rosewood Miramar Beach
01.2019 - 03.2020

Hospitality Specialist

Four Seasons
01.2017 - 11.2019

Senior Business Manager

Rodriguez Law Group, Inc.
08.2016 - 08.2021

Management Staff

CVS
01.2015 - 01.2017

High School Diploma -

St Gregory High
Edward Jelenich III