Karbon · 1 day ago
Implementation Specialist
United States
Full-time
Remote
Entry, Mid Level
$73K/yr - $82K/yr
2+ years expKarbon is the global leader in AI-powered practice management software for accounting firms. The Implementation Specialist will lead customers through onboarding, data migration, implementation, and training, ensuring they achieve rapid time-to-value and long-term success on the Karbon platform.
Information TechnologyProductivity ToolsProject ManagementSaaSTask Management
Responsibilities
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
Qualification
Required
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
Strong communication and presentation skills and can translate technical concepts into clear, actionable guidance
Consultative and curious, open to feedback, and eager to grow your implementation and advisory skills
Strong 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
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.
201-500 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 Customer Officer and Co-founder
Recent News
Seattle TechFlash
2025-10-03
Company data provided by crunchbase