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., The Implementation Specialist oversees onboarding for new customers, managing project timelines, customizing software, delivering training, and ensuring a smooth transition to the PatientNow platform. Top Skills: CRMEmrGuidecxSaaSSalesforce DealerBuilt

Implementation Specialist

Yesterday Remote USA Junior Junior Information Technology * Software * Analytics * Business Intelligence As an Implementation Specialist, you’ll manage software onboarding and training at DealerBuilt, ensuring seamless implementation and customer satisfaction through effective communication and project management. Top Skills: ExcelMicrosoft Tools (TeamsPowerpoint)Project Management Tools

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• Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
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• Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
• Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
• Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute

• 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 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.

Posted 19 Hours Ago Remote Hiring Remotely in United States 73K-82K Annually Mid level Remote Hiring Remotely in United States 73K-82K Annually Mid level As an Implementation Specialist, you’ll manage onboarding, data migration, and training for small to mid-sized firms, ensuring efficient adaptation to the Karbon platform. The summary above was generated by AI

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., * 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

As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role.

The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs.

It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $73,000-$82,000 USD

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 [email protected] for a confidential discussion.