AI Operations Lead

🕒 September 25

🇺🇸 United States – Remote

💵 $180k - $190k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 8%

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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

• Report to the CEO and work across every department • Build internal automations and AI agents to remove repetitive manual work across Sales, Customer Success, Implementation, Support, and Operations • Connect AI to existing systems through APIs and MCP servers • Extend Karbon’s MCP server into a routing proxy between Claude and internal data sources • Implement Okta authentication, department-based RBAC, request logging, spend attribution, and audit capabilities • Build connectors through configuration entries after Security approval • Prototype, harden, and hand tools to the teams that use them • Manage Claude access, provisioning, seat requests, model and tool access, connector approvals, and Slack workflows • Run the connector security review pipeline with Security • Own the AI-tool spend dashboard, including Claude, Cursor, Codex, and Linear AI • Develop an ROI framework covering adoption, hours saved, cost per seat, and project impact • Run the AI champions program and maintain champion cadences and hub pages • Own offboarding workflows to capture and reassign projects and skills • Build and maintain the AI wiki and department documentation • Establish AI usage standards with department leads • Deliver practical, repeatable team training • Maintain a shared library of prompts, skills, and patterns • Define metrics for AI cost, adoption, delivery, and quality • Build data pipelines for metrics and publish regular executive reports

🎯 Requirements

• Production software development experience within the last two years • Python or TypeScript, SQL, and REST APIs • Experience building a real product on top of a large language model, including users, error handling, and cost control • Experience working directly with non-technical teams as the technical person in the room • Ability to understand CS renewal motions and implementation scoping, or build tools those teams actually use • Ability to build a number from messy data and defend it to a CFO • Experience running a cross-functional program whose participants did not report to you • Ability to create accountability without authority • Clear writing skills and ability to reject work that will not pay off • Bonus: accounting, professional services, or B2B software market experience • Bonus: familiarity with MCP server development, Claude API, or agent frameworks • Bonus: experience with Okta or similar identity providers

🏖️ Benefits

• Flexible Time Off with an encouraged 4 weeks use per year • Company paid medical for you and eligible spouse/partner and dependents • Paid dental and vision and eligible spouse/partner and dependents • 401(k) with company matching • Flexible Spending Account • Up to 8 weeks paid parental leave • Work-from-home stipend • Experienced, high-performing team • Collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback • Promotion opportunities for high performers from within

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