Onboarding Support Specialist

About the role

The Onboarding Support Specialist ensures customer data, configurations, and operational setups are accurate, complete, and delivered on time during onboarding and lifecycle events. This role supports Sales, Customer Success, and Services by managing data imports, account setups, and reporting requests to maintain reliable customer systems. You will work behind the scenes to improve internal efficiency and customer experience through detail-driven operational tasks.

Responsibilities

• Consolidate, import, and QA customer data during onboarding and lifecycle events.
• Create, configure, and maintain customer templates and system setups.
• Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress.
• Complete customer and project account setup, tracking status and ensuring accuracy.
• Assist with customer reporting requests, consolidating and preparing final reports.
• Verify and validate customer information during offboarding and ensure proper data removal.
• Support Sales, Customer Success, and Services teams with contact management and operational requests.
• Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks.

Required skills

• Google Workspace
• Microsoft Office
• Excel
• Project management
• Task management
• Data validation
• HTML
• FTP

Nice to have

• B2B account management
• Client services

Qualifications

• Bachelor's degree in Information Technology or related field
• Equivalent practical experience

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Work-from-home allowance
• Rice subsidy
• Meal allowance
• Laundry allowance
• 15 days paid time off
• 7 days sick leave
• Internet subsidy

About the Company

Karbon is the global leader in AI-powered practice management software for accounting firms, providing an award-winning cloud platform to tens of thousands of professionals. With a globally distributed team, the company is well-funded, ranked #1 on G2, and recognized for its people-first culture.