Karbon
SaaS
ImplementationSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Implementation Specialist at Karbon. Skills: Customer implementation, Project management, Customer communication, Training delivery. Lead customers through onboarding. Manage end-to-end implementation projects”
What You'll Achieve.
Ensure customers achieve rapid time-to-value; Ensure customers achieve long-term success; Deliver measurable value; Help customers achieve early wins and milestones
Industry & Context.
Identify and mitigate risks
What They're Looking For.
Must Have
2-4+ years of experience in B2B SaaS Implementations, experience with end-to-end technical implementations, comfortable managing multiple customer projects simultaneously, enjoy customer-facing work, confident in facilitating meetings and training sessions, communication and presentation skills, translate technical concepts into clear, actionable guidance, consultative and curious, open to feedback, eager to grow implementation and advisory skills, attention to detail, pride on accuracy and follow-through, enjoy working with data and systems, adaptable and resilient, comfortable working remotely, managing time independently
Nice to 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
What You'll Do.
Lead customers through onboarding
Manage end-to-end implementation projects
Build and maintain project plans
Track project milestones
Ensure deliverables are completed on time
Facilitate structured onboarding sessions
Guide customers on best practices
Help customers prepare teams for new processes
Support customers in importing contacts
Monitor project progress
Use AI in implementation work
How You'll Work.
Team & Collaboration
Partner with firm administrators and key users; Collaborate internally with Sales, Customer Success, Product, and Support teams
Communication Scope
Communication skills; Presentation skills; Translate technical concepts into clear, actionable guidance
Process & Methodology
Manage end-to-end implementation projects, Build and maintain project plans, Track milestones, Ensure deliverables are completed on time, Escalate complexity as needed, Identify and mitigate risks, Escalate risks to senior team members
Full Job Description
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 resistan
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