Account Manager

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:

Join our team at Keep as an Account Manager, specializing in customer onboarding. In this pivotal role, you'll have the opportunity to shape the initial customer experience, ensuring seamless and efficient onboarding processes that lay the foundation for long-term partnerships and client success. Your dedication and expertise will be instrumental in fostering strong relationships with our valued customers and guiding them through their onboarding journey with us.

• Serve as the primary point of contact for new customers, guiding them through the onboarding process and providing comprehensive support to facilitate a smooth and positive introduction to our services and solutions.

• Conduct thorough needs assessments and collaborate closely with clients to understand their specific requirements, goals, and challenges, ensuring that their onboarding experience is tailored to meet their unique business objectives.

• Coordinate with cross-functional teams to ensure the timely and accurate setup of customer accounts, leveraging your strong organizational skills to streamline the onboarding process and minimize any potential disruptions or delays.

• Proactively identify opportunities to enhance the onboarding experience, contributing innovative ideas and solutions that optimize customer satisfaction and drive long-term engagement and retention.

• Provide comprehensive product training and orientation to new customers, empowering them to fully leverage the features and capabilities of our services, and serving as a knowledgeable resource for any onboarding-related inquiries or concerns.

• Continuously monitor and evaluate the effectiveness of onboarding procedures, leveraging customer feedback and data insights to implement strategic improvements that elevate the overall onboarding experience and strengthen customer relationships.

Who You Are:

• You possess a proven track record in account management, with a focus on customer onboarding, ideally within the fintech or related industry, demonstrating your strong ability to facilitate successful customer partnerships from the outset.

• Your exceptional communication and interpersonal skills enable you to build strong rapport and trust with customers, effectively conveying complex information and guiding them through the onboarding process with confidence and clarity.

• Detail-oriented and highly organized, you excel in managing multiple tasks and priorities, ensuring that each customer receives a personalized onboarding experience that aligns with their specific needs and objectives.

• Proficiency in CRM systems and account management tools allows you to efficiently track customer interactions and milestones, providing valuable insights that inform strategic decisions and enhance the overall onboarding process.

• Your proactive and solution-oriented mindset drives your commitment to delivering exceptional customer experiences, and your passion for fostering long-term client relationships motivates you to go above and beyond to ensure customer success and satisfaction.

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 People Screening to understand your experience and ensure a cultural fit.

• Get on a call with Molly, our Sales Lead

• Dive into an Exercise and Presentation, where you'll showcase your skills through a comprehensive project.

• 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.