Account Manager

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Keep Technologies

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

Keep Technologies is an all-in-one finance system for small and medium sized Canadian businesses. The company offers a checking account and credit card specifically designed for Canadian SMBs, providing better cashback rewards on card spending, lower domestic and international wire fees, favorable currency conversion rates, and increased credit limits for working capital needs.

📋 Description

• Personally onboard every new Max and $2M+ customer via Zoom within the first week of activation • Maintain a 2-hour response SLA on all commercial contacts for the segment • Serve as the customer's named, trusted commercial contact at Keep • Conduct quarterly business reviews covering credit, capital, TPV, account health, and product feedback, with written summaries • Run capital conversations from discovery through qualification and underwriting handoff • Identify capital opportunities through discovery of cash flow, growth plans, seasonal cycles, and financing gaps • Qualify candidates, provide underwriting context, and explain financing numbers • Introduce partner lenders when Keep Capital is not a fit • Drive TPV growth, plan upgrades, credit limit opportunities, and account value • Monitor account health and act before churn • Create and track CS tickets for service needs • Represent customer feedback in product and roadmap discussions • Log calls, capital pipeline, and account health data in HubSpot/Quo • Flag commercial patterns and signals to the AM Team Lead and GTM teams • Take ownership of an established book of business and support other Account Managers

🎯 Requirements

• 3+ years of experience in B2B account management or customer success in fintech, payments, or SaaS • Solid fundamentals in relationship ownership and consultative selling • Proven track record growing a high-value portfolio, including NRR above 110% or equivalent account expansion and reduced churn • Ability to independently manage a book of business, calls, client communication, and deliverables • Comfort navigating conversations with founders, finance-persona buyers, and executive-level stakeholders • Ability to run QBRs confidently • Strategic approach to capital and financing conversations • Ability to connect a customer's business model and growth timeline to recommendations • Adaptability in a small-company, multi-hat environment • Clear communication in English • Resume in English • Experience with HubSpot/Quo for CRM and reporting

🏖️ Benefits

• PTO • Home office budget • Learning and development bonus • Health insurance • Supportive and inclusive company culture • Work-life balance • Remote-friendly, high-trust environment