Onboarding Specialist at Keep

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Onboarding Specialist Keep . 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.