Karbon
SaaS
ImplementationSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Implementation Specialist at Karbon. Skills: Customer onboarding, Data migration, Implementation, Training, Customer project management. Lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. Act as a trusted partner during the implementation phase”
What You'll Achieve.
Ensure customers achieve rapid time-to-value and long-term success on the Karbon platform; Deliver measurable value; Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon
Industry & Context.
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 with clear priorities and organization, Enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users, Communication and presentation skills and can translate technical concepts into clear, actionable guidance, Consultative and curious, open to feedback, and eager to grow implementation and advisory skills, Attention to detail and pride yourself on accuracy and follow-through, Enjoy working with data and systems, ensuring integrity throughout migrations and configuration, Adaptable and resilient, thriving in environments where processes and priorities continue to evolve, Comfortable working remotely and managing your 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
and training for small to mid-sized firms
Act as a trusted partner during the implementation phase
Support customers as they adopt Karbon
Ensure customers achieve rapid time-to-value and long-term success on the Karbon platform
Own the customer implementation journey
Manage end-to-end implementation projects for small to mid-sized accounts
Build and maintain project plans
Ensure deliverables are completed on time
Escalate complexity as needed
Facilitate structured onboarding
Lead kickoff meetings
configuration sessions
and training sessions
Guide customers on Karbon best practices for workflow setup and day-to-day usage
Help firms establish efficient and repeatable processes
Coach customers through change management
Help customers prepare their teams for new processes
Address common questions or resistance during implementation
Support customers in importing contacts and work items
Leverage Excel and other tools to ensure accuracy and completeness
Monitor project progress
Flag potential delays or adoption challenges early
Escalate risks to senior team members when appropriate
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
How You'll Work.
Team & Collaboration
Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation; Collaborate internally with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback
Communication Scope
Communication and 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, Monitor project progress, Flag potential delays or adoption challenges early, Escalate risks
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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