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Implementation Specialist

May 29, 2026

<div class="content-intro"><p><strong>About Karbon</strong></p> <p style="text-align: left;">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.</p></div><h4>About the Role:</h4> <p>As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You’ll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform.</p> <p>As an Implementation Specialist, you will...</p> <ul> <li>Own the customer implementation journey: 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, escalating complexity as needed.</li> <li>Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.</li> <li>Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.</li> <li>Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.</li> <li>Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.</li> <li>Ensure data integrity: Support customers in importing contacts and work items, leveraging Excel and other tools to ensure accuracy and completeness.</li> <li>Identify and mitigate risks: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.</li> <li>Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.</li> <li>Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation for long-term success with Karbon.</li> <li>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.</li> </ul> <h4><br>About You</h4> <ul> <li>You have 2-4+ years of experience in B2B SaaS Implementations</li> <li>You have experience with end-to-end technical implementations</li> <li>You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.</li> <li>You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.</li> <li>You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.</li> <li>You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.</li> <li>You have strong attention to detail and pride yourself on accuracy and follow-through.</li> <li>You enjoy working with data and systems, ensuring integrity throughout migrations and configuration.</li> <li>You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve.</li> </ul> <h4><br>Bonus points if you have:</h4> <ul> <li>Experience in the accounting or tax industry.</li> <li>Previous experience with workflow, accounting, or project management software.</li> <li>Background in software onboarding or enterprise implementations.</li> <li>Knowledge of change management frameworks.</li> <li>Experience in a startup or high-growth SaaS environment.</li> <li>Deep knowledge and hands-on experience using Karbon.</li> </ul> <p> </p> <p><strong>Why work at Karbon?</strong></p> <ul> <li>Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines</li> <li>4 weeks annual leave plus 5 extra "Karbon Days" off a year</li> <li>Flexible working environment</li> <li>Work with (and learn from) an experienced, high-performing team</li> <li>Be part of a fast-growing company that firmly believes in promoting high performers from within</li> <li>A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback</li> <li>Generous parental leave</li> </ul><div class="content-conclusion"><p data-type="unstyled" data-id="37024650-610f-4dfe-8f74-6e5b0feb927b">Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role!</p> <p data-type="unstyled" data-id="5f9e3aa2-2690-4788-af20-892dbdba6ed2">We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.</p> <p data-type="unstyled" data-id="bb4a5afa-071e-49bd-9510-b951e1f125de">Generally, if you are a good person, we want to talk to you. <span data-type="EMOJI" data-emoji-colon="stuck_out_tongue" data-emoji-id="😛" data-id="97488c7e-05ea-4a57-8774-fd75a6a1882c">😛</span></p> <p data-type="unstyled" data-id="a6b8c301-2390-453b-a5eb-e526a94dca3c">If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion.</p> <p data-type="unstyled" data-id="a6b8c301-2390-453b-a5eb-e526a94dca3c"> </p> <p style="text-align: center;" data-type="unstyled" data-id="a6b8c301-2390-453b-a5eb-e526a94dca3c"><em><strong><span style="color: rgb(42, 46, 69); font-family: arial, helvetica, sans-serif; font-size: 14px; letter-spacing: normal; text-align: start; word-spacing: 0px; white-space: pre-wrap; float: none; display: inline !important;">At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!</span></strong></em></p></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...