Karbon

About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. About the Role: As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You’ll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform. As an Implementation Specialist, you will... Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts, building and maintaining project plans, tracking milestones, and ensuring deliverables are completed on time, escalating complexity as needed. Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation. 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. About You You have 2-4+ years of experience in B2B SaaS Implementations You have experience with end-to-end technical implementations You are comfortable managing multiple customer projects simultaneously with clear priorities and organization. You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users. You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance. You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills. You have strong attention to detail and pride yourself on accuracy and follow-through. You enjoy working with data and systems, ensuring integrity throughout migrations and configuration. You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve. You are comfortable working remotely and managing your time independently. Bonus points if you have: 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. Why work at Karbon? Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines Flexible work hours Commuter & work from home benefits Home office equipment menu for you to choose how you deck out your home office 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 Be part of a fast-growing company that firmly believes in promoting high performe

About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. About the Role: As a Senior Implementation Specialist at Karbon, you’ll serve as the trusted guide for our largest customers, leading them through onboarding, data migration, implementation, and training. You’ll act as the project manager, consultant, and change management coach, ensuring customers achieve rapid time-to-value and long-term success on the Karbon platform. As a Senior Implementation Specialist, you will... Own the customer implementation journey : Act as the project manager for enterprise accounts, building and maintaining detailed project plans, tracking milestones, and ensuring all deliverables are completed on time. Communicate across multiple stakeholders : Partner with executive sponsors, firm administrators, and end users to align priorities, clarify responsibilities, and drive accountability. Facilitate structured onboarding : Lead kickoff meetings, consultative process reviews, configuration workshops, and training sessions tailored to firm needs. Provide professional guidance : Advise customers on best practices in workflow design, firm operations, and change management to maximize adoption and business impact. Coach through change management : Help firms prepare their teams for new processes, encouraging adoption and managing resistance. 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 : Spot early warning signs of delays or adoption issues and proactively intervene to keep projects on track. Collaborate internally : Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback. Deliver measurable value : Drive outcomes that demonstrate ROI for customers and set them up 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. About You You have 3-5+ years of experience in B2B SaaS Implementations You have 2+ years of end-to-end technical implementation experience You are experienced in project management and comfortable managing multiple customer projects simultaneously. You thrive in customer-facing environments, facilitating workshops and executive-level conversations with confidence. You have excellent communication and presentation skills, capable of translating technical concepts into clear, actionable steps. You are consultative by nature, with the humility to listen and the confidence to challenge firms to rethink their processes. You have a strong attention to detail and pride yourself on accuracy and follow-through. You enjoy working with data and systems, ensuring integrity throughout migrations and configuration. You are resilient and adaptable, thriving in dynamic environments where change is constant. You are comfortable working remotely and managing your time independently. Bonus points if you have: 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. Why work at Karbon? Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines Excellent benefits package including: Paid Flexible Time Off with an encouraged 3 weeks use per year Company paid medical for you and eligible spouse/partner and dependents Company paid dental and vision and eligible spouse/partner and dependents Fully company funded short and long term disability Fully company paid life insurance 401(k) with company matching Flexible Spending Account Up to 8 weeks paid parental leave Work-from-home stipend 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 Be part of a fast-growing company that firmly believes in promoting high performers from within As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this ro

About Karbon Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. As an Onboarding Support Specialist , you’ll play a critical role in ensuring customer data, configurations, and operational setup are accurate, complete, and delivered on time during onboarding and ongoing lifecycle events. This is a detail-driven, execution-focused role that supports Sales, Customer Success, and Services by keeping customer systems clean, reliable, and ready for success. You’ll work behind the scenes to manage data imports, account setup, reporting requests, and operational tasks that directly impact customer experience and internal efficiency. About the Role Consolidate, import, and QA customer data during onboarding and lifecycle events. Create, configure, and maintain customer templates and system setups. Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress and completion. Complete customer and project account setup, tracking status and ensuring accuracy across systems. Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms. Verify and validate customer information during offboarding and ensure proper data removal from systems. Support Sales, Customer Success, and Services teams with contact management and operational requests. Assist with preparation for customer business reviews and follow up on customer survey requests. Support the creation and maintenance of customer education and enablement content. Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks to improve accuracy and efficiency. Contribute to ad hoc projects and initiatives aligned with Karbon’s business objectives. About You! 1+ year of relevant work experience in operations, onboarding, customer support, or client services. 1–2 years of customer service experience, with comfort supporting customers and internal stakeholders. Experience in B2B account management, client services, or a comparable role preferred. Strong attention to detail with the ability to work through complex, process-driven tasks accurately. Solid project and task management skills with the ability to prioritize competing requests. Ability to translate complex issues into clear, actionable recommendations—both written and verbal. Highly motivated, self-directed, and comfortable working independently. Advanced proficiency in Google Workspace and Microsoft Office, especially Excel. Basic familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.). Bachelor’s degree in Information Technology or related field preferred, or equivalent experience. Why Work at Karbon? Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Also: Work-from-home allowance Rice subsidy Meal allowance per working day Laundry allowance 15 paid time off days per year (which includes 5 Karbon Days per year) 7 Sick leave days per year Internet and work-from-home subsidy Discretionary bonus program Work with (and learn from) a very experienced team Be part of a startup team that will continue to grow around you Flexible approach to work environment (we believe in trust and autonomy) A culture of open communication, consistent feedback, and full transparency into company results, metrics, and financial position Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links. 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 t