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 all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find 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.

We're bringing on dozens of new customers each month – you will be the first point of contact for small to mid-sized firms looking to start their journey with Keeper.

What You'll 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 set-up 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 (80-85%)

  Proactively reach out to accounts to ensure they're 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

  • 2-3 years of experience in a customer-facing role at an early-stage 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 customer-centric mindset

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

    Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce

    Accounting/finance 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.