Our Journey at Keep

At Keep, we embarked on a mission with a powerful question: Why hasn't the banking experience caught up with the rapid pace of technology?

This continues to fuel our passion for reshaping the Canadian fintech landscape. We provide businesses with a comprehensive suite of cross-border banking services, offering everything from credit cards to deposit accounts, currency conversions, and revenue financing.

With a team of seasoned global startup veterans with successful exits, Keep is committed to leading the charge as Canada's next-generation fintech institution. Backed by VCs in the fintech sector, we're racing ahead, expanding our reach and impact like never before.

About the Role

Join Keep as our Revenue Operations Analyst, where you'll serve as the architect of our customer lifecycle and CRM operations as we scale across borders. You'll work at the heart of our customer journey—building sophisticated workflows, optimizing lifecycle sequences, and ensuring our CRM becomes the engine that drives seamless customer experiences. If you thrive in fast-paced environments and want to play a key role in how we acquire, activate, and retain customers through operational excellence, this role is for you.

Who We're Looking For

You have strong experience in CRM management and lifecycle marketing, with hands-on expertise in building complex workflows and automation sequences.
You're systems-minded and excel at translating business processes into automated CRM workflows with minimal oversight.
You're passionate about customer journey optimization and building processes that eliminate friction for both customers and internal teams.
You work well across teams and can translate strategic playbooks into executable CRM processes.
You're highly proficient with HubSpot (or similar CRM platforms) and excel at workflow automation, lead routing, and lifecycle sequence design.
You enjoy working in dynamic, high-growth environments where process optimization and customer experience improvements have immediate impact.

Bonus Points If You Have:

Advanced HubSpot certifications or deep expertise in complex workflow automation
Experience with lifecycle marketing and lead nurturing campaign optimization
Exposure to fintech or interest in the financial technology space
Comfort operating in a fast-paced, constantly evolving environment
Experience with data tools (SQL, BI platforms, ETL pipelines)

Key Responsibilities

CRM Operations & Lifecycle Management:

Own HubSpot CRM operations, maintaining data quality standards and optimizing system performance
Design, build, and maintain workflows that automate customer journey touch points and improve conversion rates
Create and optimize sophisticated lifecycle marketing sequences and lead nurturing campaigns
Manage advanced lead routing logic and assignment rules to optimize conversion and workload distribution
Implement automated processes that eliminate friction for both customers and internal teams

Process & Playbook Operationalization:

Partner with Success, Activation, and Support teams to translate strategic playbooks into executable CRM processes
Build and maintain standard operating procedures for customer lifecycle management
Design systems and workflows that scale with business growth and eliminate manual bottlenecks
Document processes and train teams on new workflows and automation capabilities
Continuously optimize customer journey touchpoints based on performance data

Customer Journey Optimization:

Map and optimize the complete customer lifecycle from initial contact through retention
Build automated sequences that improve customer activation and reduce time-to-value
Design workflow logic that personalizes customer experiences based on behavior and segmentation
Collaborate with product and customer success teams to identify and resolve journey friction points
Implement feedback loops that continuously improve customer experience automation

Strategic Analysis & Revenue Support:

Support leadership with insights on customer acquisition, activation, and retention patterns
Conduct analysis to identify opportunities for process improvement and conversion optimization
Provide analytical support for customer lifecycle optimization and growth planning

Why You Should be Excited About This Role:

Own the CRM and lifecycle operations that directly power our customer experience and growth.
Build the automated systems and processes that will scale Keep's customer operations across North America.
Work directly with leadership to shape how our customer journey evolves as we expand.
Take ownership of the workflows and automation that eliminate friction for thousands of business customers.
Collaborate with a smart, driven team that values trust, innovation, and customer-centric thinking.

Why Join Keep?

We're building a modern financial ecosystem for SMBs across Canada, the U.S., and Mexico.
Join a team rewriting the rules of business banking, supported by leading fintech investors.
Work in a remote-friendly, high-ownership culture that prizes clarity and speed.
Build in a company where customer experience and process optimization drive decision-making.
Help reshape how small businesses experience financial services through operational excellence.

Why This Might Not Be a Good Fit:

If you prefer heavily structured environments with strict processes and hand-holding, our autonomous culture might feel uncomfortable.
If you avoid ambiguity or prefer slow, incremental changes, our fast pace and experimentation may be overwhelming.
If you're not comfortable collaborating across functions, you may find our team dynamic challenging.
If you're looking for a narrowly defined role with little variation, our evolving startup structure might not be a match.

What's the Interview Process Like?

HR Screening (30 min): A conversation to understand your experience and explore cultural fit.
Hiring Manager Interview (30 min): A discussion focused on CRM and lifecycle management skills related to the job and culture fit.
GTM Interview(30 min): A higher-level conversation covering strategic thinking and collaboration across teams.
Project Presentation: Share your approach to a real-world CRM workflow and lifecycle optimization scenario in a structured, collaborative setting.
References Check
Offer 🎉

Want to Learn More?

Head over to our webpage to discover more about us. Take a peek at our Glassdoor profile to see what our Keepers are saying, and stay tuned for exciting updates on our LinkedIn page and learn about our values and benefits on our career page.

Commitment to Diversity and Inclusion

Keep provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Newsletter