About the role
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
