Implementation Specialist

Summary

Join Karbon's amazing team as an Implementation Specialist and guide clients through the onboarding process of our award-winning practice management software. You will serve as the project manager, leading meetings, importing data, and facilitating setup sessions to ensure clients realize maximum value within their first 90 days. This role requires excellent communication, problem-solving, and Excel skills, along with the ability to manage multiple projects simultaneously. You'll work closely with clients, providing training and support to drive client satisfaction. Karbon offers a strong benefits package, including paid flexible time off, comprehensive health insurance, and parental leave. We are a fast-growing, globally distributed company with a collaborative and supportive team culture.

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

• 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