Implementation Specialist

Summary

Join Karbon's amazing team as an Implementation Specialist! You'll guide clients through the onboarding process of our award-winning work management platform, ensuring they achieve maximum value within their first 90 days. This role involves managing multiple projects, leading client meetings, and importing data using Excel. You'll need excellent communication and problem-solving skills, along with a consultative approach. Karbon offers a flexible work environment, generous benefits, and opportunities for growth within a fast-growing, globally distributed team. We encourage applications even if your experience doesn't perfectly align with every requirement.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• 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

Benefits

• Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
• 4 weeks annual leave plus 5 extra "Karbon Days" off a year
• Flexible working environment
• Work with (and learn from) an experienced, high-performing team
• Be part of a fast-growing company that firmly believes in promoting high performers from within
• A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback
• Generous parental leave