Karbon · 10 hours ago
Senior Implementation Specialist
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $110K/yr
3+ years expKarbon is the global leader in practice management software for growth-minded accounting firms. As a Senior Implementation Specialist, you will guide large customers through onboarding, data migration, implementation, and training, ensuring they achieve rapid time-to-value on the Karbon platform.
Information TechnologyProductivity ToolsProject ManagementSaaSTask Management
Responsibilities
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
Qualification
Required
3-5+ years of experience in B2B SaaS Implementations
2+ years of end-to-end technical implementation experience
Experienced in project management and comfortable managing multiple customer projects simultaneously
Thrive in customer-facing environments, facilitating workshops and executive-level conversations with confidence
Excellent communication and presentation skills, capable of translating technical concepts into clear, actionable steps
Consultative by nature, with the humility to listen and the confidence to challenge firms to rethink their processes
Strong attention to detail and pride yourself on accuracy and follow-through
Enjoy working with data and systems, ensuring integrity throughout migrations and configuration
Resilient and adaptable, thriving in dynamic environments where change is constant
Comfortable working remotely and managing your time independently
Preferred
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
Benefits
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
Company
Karbon
Karbon is a workstream collaboration platform for growing teams and enterprises to combine emails, discussions, tasks, and workflows.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$102.3MKey Investors
TidemarkCIBC Innovation BankingFive Elms Capital
2023-09-18Series Unknown· $10.5M
2022-02-08Series B· $66M
2021-08-05Debt Financing· $5M
Leadership Team
Mary Delaney
Chief Executive Officer
Ian Vacin
Chief Partnerships Officer and Co-founder
Recent News
Seattle TechFlash
2025-10-03
Company data provided by crunchbase