Karbon - Implementation Specialist
Requirements
• Experience in the accounting or tax industry. • Previous experience with workflow, accounting, or project management software. • Background in software onboarding or enterprise implementations. • Knowledge of change management frameworks. • Experience in a startup or high-growth SaaS environment. • Deep knowledge and hands-on experience using Karbon.
Responsibilities
• Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs. • Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes. • Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation. • Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness. • Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate. • Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback. • Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon. • Use AI in day-to-day implementation work, including ChatGPT licenses and AI-driven workflow automations, to support project planning, customer communications, and process optimization.
Benefits
• Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines • Flexible work hours • Commuter & work from home benefits • Cultural and offsite events • Learning and development opportunities • Generous parental leave • Performance based and globally benchmarked pay • Employee Assistance Program • Up to 10 wellness days (because you don't need to be "sick" to stay well) • Karbon Fun / Social Club! • Up to 5 weeks paid vacation • Work with (and learn from) an experienced, high-performing team • A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback • Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! • We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. • Generally, if you are a good person, we want to talk to you. 😛 • If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at [email protected] for a confidential discussion. • At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!
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