USA remote
Senior Implementation Specialist
About this role
About Karbon 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. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines.
We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List. About the Role: As a Senior Implementation Specialist at Karbon, you’ll serve as the trusted guide for our largest customers, leading them through onboarding, data migration, implementation, and training. You’ll act as the project manager, consultant, and change management coach, ensuring customers achieve rapid time-to-value and long-term success on the Karbon platform.
As a Senior Implementation Specialist, you will... Own the customer implementation journey : Act as the project manager for enterprise accounts, building and maintaining detailed project plans, tracking milestones, and ensuring all deliverables are completed on time. Communicate across multiple stakeholders : Partner with executive sponsors, firm administrators, and end users to align priorities, clarify responsibilities, and drive accountability.
Facilitate structured onboarding : Lead kickoff meetings, consultative process reviews, configuration workshops, and training sessions tailored to firm needs. Provide professional guidance : Advise customers on best practices in workflow design, firm operations, and change management to maximize adoption and business impact. Coach through change management : Help firms prepare their teams for new processes, encouraging adoption and managing resistance.
Ensure data integrity : Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness. Identify and mitigate risks : Spot early warning signs of delays or adoption issues and proactively intervene to keep projects on track. Collaborate internally : Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.