Implementation Specialist Jobs

About The Position

Requirements

• 3-5+ years of experience in B2B SaaS Implementations
• 2+ years of end-to-end technical implementation experience
• Experienced in project management and comfortable managing multiple customer projects simultaneously.
• Thrive in customer-facing environments, facilitating workshops and executive-level conversations with confidence.
• Excellent communication and presentation skills, capable of translating technical concepts into clear, actionable steps.
• Consultative by nature, with the humility to listen and the confidence to challenge firms to rethink their processes.
• Strong attention to detail and pride yourself on accuracy and follow-through.
• Enjoy working with data and systems, ensuring integrity throughout migrations and configuration.
• Resilient and adaptable, thriving in dynamic environments where change is constant.
• Comfortable working remotely and managing your time independently.

Nice To Haves

• Experience in the accounting or tax industry.
• Previous experience with workflow, accounting, or project management software.
• Background in software onboarding or enterprise implementations.
• Knowledge of change management frameworks.
• Experience in a startup or high-growth SaaS environment.
• Deep knowledge and hands-on experience using Karbon.

Responsibilities

• 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.
• Deliver measurable value: Drive outcomes that demonstrate ROI for customers and set them up for long-term success with Karbon.
• Use AI in day-to-day implementation work, including ChatGPT licenses and AI-driven workflow automations, to support project planning, customer communications, and process optimization.

Benefits

• Paid Flexible Time Off with an encouraged 3 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