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Chandler, AZ

About Keap

Keap liberates and empowers entrepreneurs to strengthen families, communities and economies. Our leading Sales and Marketing Automation platform is built on 20 years of experience working with over 200,000 entrepreneurs to grow sales and save time in the process. We're growing fast and have big goals. 

See how your unique perspectives and experiences contribute to achieving those goals …

The Role

Our Coaches onboard our new customers by teaching them the fundamentals to help them grow sales and save time. Some of the strongest relationships our customers have are with our Coaches through the value they deliver and their dedication to small business success! The Coach will utilize Lifecycle Marketing (LCM) and small business acumen along with any necessary tools (currently phone, texting, chat etc.) to deliver high-impact results for our customers. Our Coaches 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.

The Objectives

  1. M2 Churn at plan
  2. 80% of customers have executed three (3) plays within 60 days
  3. Time to first value - 60% of customers achieve one (1) measured outcome in their first 30 days

The Work

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Deliver a World-Class Onboarding Experience. 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. 
  • Direct the customer in clear ways to use Keap everyday for their business without the need for coach support so they can fly on their own. 
  • Demonstrate through video-conferencing the power of Infusionsoft and Keap in a way that connects with customers through targeted solutions based on explicitly and implicitly customer questions, and setting clear expectations 
  • Manage and coordinate multiple customer implementations simultaneously
  • Expert in Lifecycle Marketing and confidently direct customer to the best ways to grow sales, get organized, and follow up
  • Be the technical “go to” for our product during onboarding via email, conference calls and in occasional onsite meetings; assist to mitigate potential cancel requests by resolving customer concerns
  • Own your ongoing development and product education, ensuring you're up to date on all current software releases/features, as well as effective consulting skills
  • Deliver projects accurately and on time. 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
  • Proactive and Timely Communication to Customers and Stakeholders. Manage the relationship with your customers and all cross-functional stakeholders. 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
  • Communicate (verbal and written) with customers, and internal employees professionally, and within department stated SLA’s

What you’ll need to have/Competencies:

  • Customer Focus: Dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
  • Drive for results: Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and other for results.
  • A positive attitude in the face of an ever-changing and dynamic environment where you’re expected to set the vision in the midst of ambiguity
  • Action-oriented and full of energy for the things they see as challenging; not fearful of acting with minimal planning; seizes more opportunities than others, a highly motivated, entrepreneurial individual that will seek opportunities to innovate & expand your role
  • Can effectively cope with change: Can shift gears comfortably; can decide and act without having the total picture; isn't upset when things are up in the air; doesn’t have to finish things before moving on; can comfortably handle risk and uncertainty.
  • Learning on the Fly - Learns quickly when facing new problems; a relentless and versatile learner; open to change; analyzes both successes and failures for clues to improvement; experiments and will try anything to find solutions; enjoys the challenge of unfamiliar tasks; quickly grasps the essence and the underlying structure of anything.
  • Business Acumen -Knows how businesses work; knowledgeable in current and future policies; practices, trends, technology and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
  • Negotiation: Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be both direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.
  • Time Management: Uses his/her time effectively and efficiently; values time; concentrates his/her efforts on the more important priorities; gets more done in less time than others; can attend to a broader range of activities.
  • Outstanding verbal and written communication skills along with the ability to connect with and engage customers; proficient in presentation creation and delivery

Preferred Education and Experience:

  • Proficiency in Infusionsoft, Keap
  • Bachelor’s degree, or sales and marketing experience with an ability to demonstrate strong business insights
  • Ability to thrive in a fast-paced environment
  • Experience working with or owning a small business 
  • Proven track record of creative problem solving and cross-functional collaboration
  • Knowledge of CRM and marketing automation technologies and methodologies
  • Ability to write effective marketing copy and design graphics to implement marketing plans
  • Background in Customer Service and/or Account Management a plus
  • Small Business consulting experience

Our Keapers bring the hustle, grit and passion to everything they do. Through our 7 core values, you will be expected to:

  • Listen to, care for, and serve the diverse people central to our purpose (We Genuinely Care)
  • Have a forever curious, learn-it-all mindset and value learning over knowledge (We Learn Always)
  • Face challenges with grit and optimism to achieve your goals  (We Own It)
  • Build trust through transparency and open, authentic communication (We Build Trust)
  • Work with humility and gratitude to work collaboratively (We Check Ego)
  • Believe in people and champion their dreams (We Dream Big) *as well as your own
  • Work as one team, unified in our Purpose and Mission (We Win Together)

Candidates must currently be legally authorized to work in the United States without sponsorship. 

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.

Keap’s corporate office is located at 1260 South Spectrum Blvd. Chandler AZ 85286.


Helping small businesses succeed

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!

Dream fulfillment

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.

Flexibility & balance

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.

Total rewards

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:

  • Health, vision, and dental insurance
  • Stock options for every employee
  • Life insurance
  • Bonus programs
  • Well-being program
  • And so much more!

Dedication to diversity & inclusion

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.

We're growing fast

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