Implementation Specialist

About Keeper

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Keeper is on a mission to change that.

With our allinone tool, bookkeepers can manage their work, communicate with clients, catch hardtofind errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Keeper has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Keeper currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

Were bringing on dozens of new customers each month – you will be the first point of contact for small to midsized firms looking to start their journey with Keeper.

What Youll Do

• Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly

• Ensure that all technical implementation and account setup steps have been completed for each account that you onboard

• Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Keeper

• Maintain a high renewal rate after initial three month implementation period (8085%)

• Proactively reach out to accounts to ensure theyre continuing to reach their goals and respond to any inbound support inquiries in a timely manner

• Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary

• Document best practices and help the team iterate to find the most efficient internal processes that reduce friction and best help our customers succeed

• Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap

• Who You Are

  • 23 years of experience in a customerfacing role at an earlystage SaaS startup

  • Ability to articulate complex concepts in a simple, straightforward manner, both in written and verbal communication

  • Keen attention to detail, thoughtfulness, and a customercentric mindset

  • Knack and passion for process improvement, documentation, and increasing operational efficiencies

  • Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot andor Salesforce

  • Accountingfinance experience is preferred; interest in learning the space is required

  • Benefits

    • Competitive pay and equity

    • Unlimited PTO

    • Health, dental, and vision insurance

    • Keeper provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.