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 wor