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Implementation Specialist

karbon · Remote, United Kingdom · United Kingdom
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<div class="content-intro"><p><strong>About Karbon</strong></p> <p style="text-align: left;">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.</p></div><h4>About the Role:</h4> <p>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.</p> <p>As an Implementation Specialist, you will...</p> <ul> <li>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.</li> <li>Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.</li> <li>Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.</li> <li>Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.</li> <li>Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.</li> <li>Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness.</li> <li>Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.</li> <li>Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.</li> <li>Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon.</li> <li>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.</li> </ul> <h4><br>About You</h4> <ul> <li>You have 2-4+ years of experience in B2B SaaS Implementations</li> <li>You have experience with end-to-end technical implementations</li> <li>You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.</li> <li>You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.</li> <li>You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.</li> <li>You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.</li> <li>You have strong attention to detail and pride yourself on accuracy and follow-through.</li> <li>You enjoy working with data and systems, ensuring integrity throughout migrations and configuration.</li> <li>You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve.</li> <li>You are comfortable working remotely and managing your time independently.</li> </ul> <h4><br>Bonus points if you have:</h4> <ul> <li>Experience in the accounting or tax industry.</li> <li>Previous experience with workflow, accounting, or project management software.</li> <li>Background in software onboarding or enterprise implementations.</li> <li>Knowledge of change management frameworks.</li> <li>Experience in a startup or high-growth SaaS environment.</li> <li>Deep knowledge and hands-on experience using Karbon.</li> </ul> <p> </p> <p><strong>Why work at Karbon?</strong></p> <ul> <li>Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines</li> <li>Flexible work hours</li> <li>Commuter & work from home benefits</li> <li>Home office equipment menu for you to choose how you deck out your home office</li> <li>Cultural and offsite events</li> <li>Learning and development opportunities</li> <li>Generous parental leave</li> <li>Performance based and globally benchmarked pay</li> <li>Employee Assistance Program</li> <li>Up to 10 wellness days (because you don't need to be "sick" to stay well)</li> <li>Karbon Fun / Social Club!</li> <li>Up to 5 weeks paid vacation</li> <li>Work with (and learn from) an experienced

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