Karbon

Operations

• Personally manage payment reconciliation, chargeback processing flows, vendor oversight, and escalation response across Karbon's US payment flows.
• Serve as the internal subject matter expert on Stripe — monitoring performance, troubleshooting transactions where needed, and flagging anomalies.
• Design, document, and maintain SOPs for all payment operations functions — with a clear eye toward what can be systematized, templated, or automated.
• Implement controls and workflows that are audit-ready and scalable as volume grows.
• Actively identify repetitive or high-volume operational tasks and lead efforts to automate them using AI tools (including Claude) and workflow tooling.
• Partner with Engineering and Product to embed automation into Karbon's payments infrastructure where manual processes currently live.
• Own the day-to-day relationship with Stripe and any future payment partners — monitoring SLAs, escalating issues, and ensuring reliability.
• Work closely with Finance to ensure payment revenue, processing fees, and margin are accurately captured and clearly communicated.
• Build and maintain the dashboards and reporting that give leadership real-time visibility into payment economics.
• Maintain awareness of applicable compliance requirements (PCI-DSS, ACH rules, CCPA) and ensure operational processes stay aligned.
• Partner with Product and Engineering to surface operational insights that inform roadmap decisions.
• Support CS and Implementation teams by providing payments expertise that improves the client onboarding and billing experience.

Payment Operations Manager

Implementation Specialist

• 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.
• Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.
• Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.
• Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.
• Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.
• 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: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.
• Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.
• Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation 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.