Onboarding Specialist

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.

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.

• 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.

• 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.

• 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.

• 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.

• 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. 🎉

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.