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 $6M in seed 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 conversion rate from Free Trial to subscribed customer (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


  • Competitive pay and equity

  • Unlimited PTO

  • Health, dental, and vision insurance

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