Implementation Specialist

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 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? • Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines • Flexible work hours • Commuter & work from home benefits • Home office equipment menu for you to choose how you deck out your home office • Cultural and offsite events • Learning and development opportunities • Generous parental leave • Performance based and globally benchmarked pay • Employee Assistance Program • Up to 10 wellness days (because you don't need to be "sick" to stay well) • Karbon Fun / Social Club! • Up to 5 weeks paid vacation • Work with (and learn from) an experienced, high-performing team • A collaborative, team-oriented culture that embraces diversity, invests in