Implementation Specialist

🕒 May 13

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Karbon

WebsiteLinkedInAll Job Openings

51 - 200 employees

☁️ SaaS

🏢 Enterprise

🤝 B2B

💰 $66M Series B on 2022-02

SaaS • Enterprise • B2B

Karbon is a leading collaborative practice management platform designed specifically for accounting firms. It enhances visibility and control over firm operations, automates tasks, and standardizes processes to increase efficiency and productivity. Karbon integrates artificial intelligence to automate tasks, speeding up workflows and strengthening team collaboration. It offers features such as team collaboration, workflow automation, project management, and email management, along with client and document management solutions. The platform serves small to large firms and enterprises, including private equity and M&A, providing enterprise-grade security, a client portal, eSignatures, and integrations with popular apps. Karbon aims to unite accounting teams in a single platform, improving collaboration and operational efficiency. Designed to save resources and time, the software claims to save every employee an average of 18. 5 hours per week, according to customer surveys. With a focus on automation, connectivity, and control, Karbon consistently ranks as a leader in accounting practice management software.

📋 Description

• Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts • Communicate across multiple stakeholders: Partner with firm administrators and key users • Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions • Provide professional guidance: Guide customers on Karbon best practices • Coach through change management: Help customers prepare their teams • Ensure data integrity: Support customers in importing contacts and work items • Identify and mitigate risks: Monitor project progress • Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams • Deliver measurable value: Help customers achieve early wins and milestones • Use AI in day-to-day implementation work

🎯 Requirements

• 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 confident in facilitating meetings and training sessions • Strong communication and presentation skills • Consultative and curious, open to feedback, eager to grow • Strong attention to detail • Enjoy working with data and systems • Adaptable and resilient, thriving in evolving environments • Comfortable working remotely and managing time independently

🏖️ 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