Senior Implementation Specialist

About the role

As a Senior Implementation Specialist at Karbon, you will serve as a trusted guide for enterprise customers, leading them through onboarding, data migration, implementation, and training. You will act as a project manager, consultant, and change management coach to ensure customers achieve rapid time-to-value and long-term success on the platform.

Responsibilities

• Own the customer implementation journey by building and maintaining detailed project plans and tracking milestones.
• Communicate across multiple stakeholders including executive sponsors and end users to align priorities and drive accountability.
• Facilitate structured onboarding through kickoff meetings, consultative process reviews, configuration workshops, and training sessions.
• Provide professional guidance on workflow design, firm operations, and change management to maximize adoption.
• Coach firms through change management to help teams prepare for new processes and manage resistance.
• Ensure data integrity by supporting customers in importing contacts and work items using Excel and other tools.
• Identify and mitigate risks by spotting early warning signs of delays or adoption issues.
• Collaborate internally with Sales, Customer Success, Product, and Support teams to ensure seamless handoffs.

Required skills

• B2B SaaS Implementation
• Project management
• Technical implementation
• Change management
• Data migration
• Excel
• Customer-facing
• Presentation skills

Nice to have

• Accounting industry
• Tax industry
• Workflow software
• Project management software
• Software onboarding
• Startup experience
• Karbon

Benefits

• Paid Flexible Time Off
• Medical insurance
• Dental insurance
• Vision insurance
• Short and long term disability
• Life insurance
• 401(k) with matching
• Flexible Spending Account
• Paid parental leave
• Work-from-home stipend

About the Company

Karbon is the global leader in AI-powered practice management software for accounting firms. With customers in 40 countries, the company is well-funded, ranked #1 on G2, and recognized for its people-first culture.