Our Service Design and Onboarding Consultants play a critical role in the design, testing, and implementation of our customer experience during New Customer Onboarding. This role’s primary responsibility is first and foremost for the fulfillment of our Onboarding, and ensuring our newest customers see the value in Keap or Infusionsoft. The Consultant will utilize their Infusionsoft and business skills along with any necessary tools (currently phone, texting, chat etc.) to deliver high-impact results for our customers and for Keap. Our Consultants are expected to operate effectively, and professionally in a high-paced and ever-changing environment where their creativity, knowledge and insight can bring about positive customer and company results.
Ensure effective facilitation of an onboarding experience delivered in a way that connects our customers challenges and needs to the true value of our products, while building confidence in their purchase. Have a mindset to do “whatever it takes” to ensure our small businesses are successful.
Maintain comprehensive project documentation, and complete the onboarding experience as designed. Perform risk management to minimize overall project risk. Measure project performance using appropriate tools and techniques. Manage changes to the project’s scope, and project schedule.
Manage the relationship with your customers and all cross-functional stakeholders once the sale has been made until the customer has been successfully onboarded. Track and bubble up challenges in the experience or with our product so we can improve both. Report out and escalate challenges proactively to management as needed.
Daily Execution Excellence:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What you’ll need to have/Competencies:
Preferred Education and Experience:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers and phones.
Position Type and Expected Hours of Work:
This is a full-time position. Days and hours of work are Monday through Friday, between the hours of 8 a.m. to 5 p.m.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
In 2001, Keap (formerly Infusionsoft) pioneered the sales and marketing automation category for small business. Today, Keap is the #1 CRM platform in its category. We're 400+ strong and seeking talented and intelligent people to help us on our mission of helping grow small businesses worldwide.
This position is located at our Chandler, AZ office at 1260 South Spectrum Blvd. Chandler AZ 85286
At Keap, we celebrate diversity and inclusion for the benefit of our employees, our products, our community, and to help small businesses succeed. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.
That’s our single most important purpose, and it’s more than just writing on the wall. It’s in the hearts and minds of our employees, and is the burning passion that fuels us to consistently innovate, drive change, and grow ourselves beyond our wildest dreams. To be a part of Keap is to join a cause bigger than yourself, and we think that’s pretty rad!
We believe in people and their dreams at Keap. So much so, we have a dedicated Dream Program that empowers our employees to think big and achieve those dreams—both personally and professionally. Want help setting achievable goals to reach your dreams? Our designated Dream Manager is here to help. Want a space to write out your dreams to spring them into action? Yeah, we have a Dream Room for that.
At Keap, it’s not as much about the time put in or where the work is done as it is about the results achieved. We encourage employees to spend time on (and with) the things that are important to them outside of their careers, so we offer a flexible PTO plan and work-from-home policy that makes that a possibility. Need time off for a vacation to Belize? A mental health day to recharge your batteries? It’s all good as long as it’s a win for you, your team, our customers, and the company.
Helping 5 million small businesses succeed worldwide takes a lot of hustle, and celebrating wins along the way is just a way of life here. We work hard, support one another, and have some fun while we’re at it. Curious about what a peek into #keaplife looks like? Think team builders, spring training outings, a fully stocked cereal bar, a Coke Freestyle machine, ping pong tournaments, an indoor football field meeting area, 24-hour hackathons, Food Truck Fridays, happy hours, even breakfast with one of our execs, just to name a few—phew.
We understand how important it is to have top-notch benefits, and offer a comprehensive package that supports our employees and their families. This includes:
We realize the power of diverse perspectives, experiences, and backgrounds. Keap is an environment focused on inclusion and education—whether that’s hosting diversity weeks highlighting different cultures, or holding professional workshops for our Empow(her) group that celebrates and supports women in the workplace.
Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.
We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.
Smart client management software that helps turn incoming leads into satisfied clients.
The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.
Keep serving. Keep striving. Keep growing.