Remote Account Manager

3 weeks ago


Canada Trykeep Full time

Why hasn't the banking experience caught up with the rapid pace of technology?
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. 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. 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.
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.
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.
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.
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.
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.
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.



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