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?
- Up to 5 weeks paid vacation per year
- Strong benefits package including fully employer paid:
- Medical, prescription and paramedical
- Dental
- Vision
- Life insurance
- $500 a year healthcare spending account
- Flexible work hours
- Working from home allowance
- Generous parental leave
- Work with (and learn from) an experienced, high-performing team
- Be part of a fast-growing company that firmly believes in promoting high performers from within
- A collaborative, team-oriented culture that embraces diversity invests in development and provides consistent feedback
