Managing Director, Strategic Account

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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

• Serve as the single point of accountability from the POC to full deployment and beyond. • Drive and govern the master project plan across: Onboarding & Configuration, Training & Enablement, Data Migration, Integration, Rollout Execution, Support, and Reporting. • Chair weekly program stand-ups, steering committee sessions, and executive check-ins. • Own risk identification, escalation, and resolution. • Act as the primary executive-level contact for the strategic customer stakeholders throughout the engagement. • Build trust and alignment with project sponsors, operations leads, and office champions. • Navigate competing priorities, stakeholder ambiguity, and scope discussions with clarity and confidence. • Represent Karbon's capabilities, roadmap, and commitment with credibility at every level of the customer’s organization. • Lead and coordinate a cross-functional Karbon team including: Project Management, Implementation, CS, Training, and Support, with collaboration across Product and Engineering. • Ensure clear role ownership and handoffs across the multi-office implementation for the POC and all elements of Phase II. • Identify and resolve resource gaps as the program scales through the June–August high-volume rollout window for the POC and Phase II. • Deliver Go-Live for all offices by the target date, with users trained, data migrated, and integrations validated and converted to Phase II. • Maintain a live risk register and ensure confidence levels across nine identified program risks remain within acceptable thresholds. • Drive post-go-live health reporting through Fall 2026, producing the POC wrap-up deliverable for executive review. • Define what POC success looks like and position the engagement for conversion to a full commercial deployment.

🎯 Requirements

• 10+ years of experience leading complex enterprise SaaS implementations or customer success programs, with P&L or program-level accountability. • Demonstrated success managing multi-workstream deployments with 100+ end-user locations, tight deadlines, and senior customer stakeholders. • Strong command of project governance: risk management, dependency tracking, milestone reporting, and executive communication. • Experience directly leading and managing cross-functional teams, with full people management authority over implementation, CS, training, and support functions. • Track record of navigating ambiguous, high-stakes situations and making sound decisions under pressure. • Exceptional communication skills - equally effective in a steering committee with a strategic customer and an internal team stand-up.

🏖️ 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