Implementation Specialist

About Karbon

Karbon is the premium work management platform for the accounting industry and has become indispensable for firms around the world to support their team and navigate the sudden shift to remote work. Karbon brings planning, clients, work, and communication together in one place where it belongs, so even if the firm has to work remotely, they're all together online.

Founded in San Francisco, we have grown into a globally distributed team with people in the Bay Area, Seattle, San Diego, Reno, Sydney, Canberra, Melbourne, Nelson (NZ) and the United Kingdom. We are well-funded, have a fantastic team culture, are growing rapidly, and making a global impact. Learn more about us at karbonhq.com.

Do you enjoy having responsibility for the successful onboarding of customers? Are you motivated by working closely with clients to solve their challenges? Do you take pride in helping our clients succeed while constantly looking for opportunities to deliver value to them?

The opportunity

As an Implementation Specialist at Karbon, you'll join an amazing team to provide support to customers by way of onboarding, data migration, implementation, and training on the Karbon platform, driving client satisfaction and ensuring that considerable value is realised by clients on our platform in their first 90 days.

Karbon is looking for the type of person who enjoys meeting new people, working directly with customers, excel data and solving problems.  You are able to manage multiple tasks and relationships while remaining positive and upbeat. 

As an Implementation Specialist, you will...

• Serve as the project manager for clients to guide them through the onboarding process, and help them get the highest possible value from the product
• Lead meetings regularly with clients; including kick-off meetings, consultative process sessions, and training sessions
• Work with clients to import their data (contacts and work items) into Karbon using excel and various excel tools
• Facilitate overview sessions of our customer’s Karbon setup and revise and/or update settings to best suit their needs

About You

• You are comfortable managing multiple projects at once 
• You are comfortable meeting with clients through Zoom
• You have excellent communication skills with the ability to explain material in an easy-to-understand format
• You are able to answer questions clearly and concisely on the fly
• You have a consultative nature with a humble confidence to challenge firms to think about their processes differently
• You are an Excel data wrangler 
• You enjoy detailed/intricate work and data integrity
• You thrive working from home

Bonus points if you have:

• Accounting or tax industry experience
• Previous experience working at a company that sells Workflow, Accounting, or Project Management software
• Previous experience in onboarding software
• Deep knowledge and previous experience using Karbon
• Startup environment experience

Why work at Karbon?

• Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
• 4 weeks annual leave plus 5 extra "Karbon Days" off a year
• Flexible working environment
• Work with (and learn from) an experienced, high-performing team
• Be part of a fast-growing company that firmly believes in promoting high performers from within
• A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback
• Generous parental leave