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Karbon

Implementation Specialist

Posted 7 Hours Ago
Be an Early Applicant
In-Office
13 Locations
73K-94K Annually
Entry level
In-Office
13 Locations
73K-94K Annually
Entry level
As an Implementation Specialist, you will onboard clients, manage data migration, provide training on the Karbon platform, and ensure client satisfaction.
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About Karbon

Karbon is the global leader in practice management software for growth-minded accounting firms. We provide an award-winning, highly collaborative cloud platform that streamlines work and communication, enabling the average accounting firm using Karbon to save 18.5 hours per week, per employee.

We have customers in 34 countries and have grown into a globally distributed team, with our people based throughout the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, have a fantastic team culture built on our values, are growing rapidly, and making a global impact.

Do you enjoy having responsibility for the growth and value delivered to your portfolio of clients? 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?

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
  • Strong benefits package including:
    • Paid Flexible Time Off with an encouraged 4 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$94,000 USD

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 [email protected] for a confidential discussion.

 

At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

Top Skills

Excel

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