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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Implementation Specialist - **Company:** KARBON, INC. - **Location:** Los Angeles, CA, United States (Remote available) - **Experience:** Experienced - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Software as a Service, Data Integrity, Data Migration, Project Management Software, GPT - **Published:** May 15, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=5019e58210a900f1 ## About the Role * 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., * Experience in the accounting or tax industry. * Previous experience with workflow, accounting, or project management software. * Background in software onboarding or enterprise implementations. * Knowledge of change management frameworks. * Experience in a startup or high-growth SaaS environment. * Deep knowledge and hands-on experience using Karbon. ## Description 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. ## Related Videos - [Developers don't need onboarding, do they? 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