Implementation Specialist
Core
Lead customers through onboarding, data migration, implementation, and training for small to mid-sized accounting firms to ensure rapid time-to-value on the Karbon AI-powered practice management platform.
Role type
Implementation Specialist (B2B SaaS)
Builds
Customer onboarding journeys, data migration projects, and training programs for accounting firms
Domain
Accounting / Tax industry + SaaS implementation
Required skills
B2B SaaS implementation experience, end-to-end technical implementation management, project planning and milestone tracking, stakeholder communication, structured onboarding facilitation, change management coaching, data integrity management, risk identification and mitigation, cross-functional collaboration, AI tool utilization (ChatGPT, workflow automations)
Preferred skills
Accounting or tax industry experience, workflow/accounting/project management software experience, software onboarding or enterprise implementation background, change management framework knowledge, startup/high-growth SaaS environment experience, deep knowledge of Karbon platform
Technologies
Karbon platform, Excel, ChatGPT, AI-driven workflow automations
Responsibilities
Manage end-to-end implementation projects for small to mid-sized accounts; Partner with firm administrators and key users to align priorities; Lead kickoff meetings, configuration sessions, and training sessions; Guide customers on Karbon best practices for workflow setup; Coach customers through change management and adoption; Support customers in importing contacts and work items to ensure accuracy; Monitor project progress and flag potential delays; Partner with Sales, Customer Success, Product, and Support teams; Help customers achieve early wins and milestones
Seniority
Mid-level, hands-on IC