Customer Experience Onboarding Rep

at  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 CX Onboarding Rep, 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.

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.