Keep Technologies

Account Manager

• Manage and nurture existing referral and channel partners, ensuring consistent communication and engagement.
• Serve as the main point of contact for day-to-day partner support and updates.
• Conduct regular check-ins and identify opportunities for partners to grow their engagement.
• Ensure partners have the tools, resources, and knowledge they need to represent Keep effectively.
• Track partner performance metrics and referral outcomes to assess effectiveness.
• Maintain up-to-date partner information and documentation in CRM tools.
• Identify inactive or underperforming partners and create reactivation strategies.
• Collaborate with internal teams to ensure seamless referral handoffs and reporting accuracy.
• Work closely with Sales and Marketing to align on campaigns, incentives, and communications.
• Surface insights and feedback from partners that can inform Keep’s product and GTM strategy.
• Identify new partnership opportunities and recommend strategic additions to the program.
• Maintain clear visibility into all partner activities and communications.
• Create and refine templates, playbooks, and processes to streamline partner engagement.
• Continuously look for ways to improve how we manage and measure partner relationships.

Partnerships Specialist

Revenue Operations

• 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 customers and internal teams
• 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
• 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
• 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

Partnerships Specialist

Revenue Operations Specialist