Implementation Specialist

About the role

As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You will act as a trusted partner during the implementation phase, supporting customers as they adopt the platform and ensuring they achieve rapid time-to-value and long-term success.

Responsibilities

• 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.
• Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.
• Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks.
• Guide customers on best practices for workflow setup and day-to-day usage to help firms establish efficient processes.
• Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance.
• Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness.
• Monitor project progress and flag potential delays or adoption challenges early.
• Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture feedback.

Required skills

• B2B SaaS Implementations
• Technical implementations
• Project management
• Customer-facing
• Training facilitation
• Data migration
• Excel
• Change management

Nice to have

• Accounting industry
• Tax industry
• Workflow software
• Enterprise implementations
• Startup experience
• Karbon

Benefits

• Flexible work hours
• Commuter benefits
• Work from home benefits
• Home office equipment
• Learning and development opportunities
• Parental leave
• Employee Assistance Program
• Wellness days
• Paid vacation

About the Company

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.