Implementation Specialist

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.

Do you have experience in Technical solutions implementation?, * 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.

4.74.7 out of 5 stars Dallas, TX Remote $73,000 - $82,000 a year, Pulled from the full job description

• Work from home stipend
• Paid parental leave
• Parental leave
• 401(k) matching
• Paid time off
• Vision insurance
• Dental insurance, * Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines

• Excellent benefits package including: *

• Paid Flexible Time Off with an encouraged 3 weeks use per year
• Company paid medical for you and eligible spouse/partner and dependents
• Company paid dental and vision and eligible spouse/partner and dependents
• Fully company funded short and long term disability
• Fully company paid life insurance
• 401(k) with company matching
• Flexible Spending Account
• Up to 8 weeks paid parental leave
• Work-from-home stipend
• Work with (and learn from) an experienced, high-performing team
• A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
• Be part of a fast-growing company that firmly believes in promoting high performers from within

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., Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you’ve made it this far in the job description but your past experience doesn’t perfectly align, we do encourage you to still apply. You could still be the right person for the role!

We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.

Generally, if you are a good person, we want to talk to you.

If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion.