Onboarding Specialist
Our Journey at Keep:
At Keep, we embarked on a mission started by a powerful question: Why hasn't the banking experience caught up with the rapid pace of technology?
This continues to fuel our passion for reshaping the Canadian fintech landscape. We provide businesses with a comprehensive suite of cross-border banking services, offering everything from credit cards to deposit accounts, currency conversions, and revenue financing.
With a team of seasoned global startup veterans with successful exits, Keep is committed to leading the charge as Canada's next-generation fintech institution. Backed by VCs in the fintech sector, we're racing ahead, expanding our reach and impact like never before.
About the Role:
As a Onboarding Specialist, you will contribute to reshaping Canada's fintech industry, and be a key player in our growth journey.
- Schedule and conduct onboarding meetings to help clients understand the product features and functionalities.
- Provide hands-on training and demonstrations to ensure clients can effectively use the product.
- Assist clients with setting up their accounts and configuring the product to suit their business needs, ensuring that all technical requirements and integrations are properly tested.
- Collaborate closely with the sales team, providing valuable insights into customer behavior and preferences.
- Maintain up-to-date documentation and resources for clients to reference during and after onboarding.
Who You Are:
- Proven experience in customer success or account management, preferably in tech and B2B environment.
- Detail-oriented and highly organized, you excel in managing multiple tasks and priorities.
- Strong communication and negotiation skills.
- Proficiency in Hubspot and other sales tools.
- Results-oriented with a track record of meeting or exceeding sales targets.
- Ability to work independently and collaboratively within a team.
Why You Should be Excited About This Role:
- Shape the future of Canadian fintech with a key role in our transformative mission.
- Drive data strategies and initiatives, contributing significantly to our growth trajectory.
- Join a dynamic team of passionate professionals making a lasting impact in the fintech landscape.
- Work with a dedicated crew that values innovation, collaboration, and continual growth.
- Influence how businesses perceive and utilize cross-border banking solutions in Canada.
Why Join Keep?
- We're obsessed with investing in data-driven solutions and cutting-edge technologies.
- Be a part of a team that's rewriting the playbook for the Canadian fintech industry.
- Data is the fuel for our growth engine, and you'll be in the driver's seat shaping our data strategies.
- Embrace a fully inclusive and remote-friendly company culture that values diversity and work-life balance.
- Help us bring modern banking solutions to businesses, reshaping the banking experience for our customers.
Why This Might Not Be a Good Fit:
- If you're a stickler for a highly structured environment with constant hand-holding, you might find our culture of autonomy and trust a bit different.
- If you're more of a slow-and-steady-wins-the-race kind of person, our fast-paced, dynamic environment might be a bit of a rollercoaster.
- Given the nature of our industry and our rapid growth, ambiguity, and uncertainty are all part of the ride. If you prefer clear-cut structures or roles, you might find our dynamic environment a bit too adventurous.
- Collaboration is the heartbeat of Keep, and if you prefer to work in your own little bubble without engaging with the wider team, you might find our approach to teamwork a tad unconventional.
What’s the Interview Process Like?
- Initial screening with our partner TalentLlama.
- Get on a quick People Screening to understand the cultural fit.
- Get on a call with Evan, our Sales Lead.
- Quick copy challenge
- Get on a call with someone in the customer experience team.
- References.
- Offer. 🎉
Want to Learn More?
Head over to our webpage to discover more about us. Take a peek at our Glassdoor profile to see what our Keepers are saying, and stay tuned for exciting updates on our LinkedIn page.