Keeper.app
Keeper. app is a leading practice management tool integrated with QuickBooks and Xero, aimed at helping bookkeeping professionals manage their work more effectively. It features a client portal, automated reminders, transaction reclassification, and secure client communication. Additionally, Keeper. app streamlines processes such as automated file review, 1099 tracking, customizable management reports, and task management, consolidating a bookkeeper's toolset into one efficient platform. Trusted by thousands of bookkeepers and accountants, Keeper. app helps improve communication, accuracy, and productivity while providing deep integration capabilities with existing tools.
Implementation Specialist
May 8, 2024
🇺🇸 United States – Remote
💵 $70k - $90k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🛠️ Implementation Specialist
Keeper.app
Keeper. app is a leading practice management tool integrated with QuickBooks and Xero, aimed at helping bookkeeping professionals manage their work more effectively. It features a client portal, automated reminders, transaction reclassification, and secure client communication. Additionally, Keeper. app streamlines processes such as automated file review, 1099 tracking, customizable management reports, and task management, consolidating a bookkeeper's toolset into one efficient platform. Trusted by thousands of bookkeepers and accountants, Keeper. app helps improve communication, accuracy, and productivity while providing deep integration capabilities with existing tools.
📋 Description
• Conduct onboarding calls with new customers, train them to use the product and help them to realize value quickly • Proactively reach out to active users to ensure they're continuing to reach their goals, and respond to inbound support inquiries in a timely manner • Document best practices and map the customer journey, creating templates for customer engagement at key milestones for various user personas • Create and maintain customer education materials: record video feature overviews, ensure product documentation us up to date, and write user guides • Document and share customer feedback to the rest of the team to inform our product roadmap
🎯 Requirements
• 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 • 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
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