Karbon

Analyst

• Own end-to-end billing operations for a global customer base, managing complex subscription scenarios including multi-year deals, mid-term amendments, upgrades, downgrades, credits, and custom billing structures, leveraging AI tooling to detect anomalies, reduce manual intervention, and scale with confidence.
• Investigate and resolve billing discrepancies, invoicing errors, and escalated issues with a high degree of accuracy and urgency whilst using AI-assisted diagnostics to identify patterns and root causes faster.
• Manage renewals, adjustments, and amendments in Zuora, ensuring all billing actions are executed correctly and in alignment with contract terms.
• Serve as the billing team's go-to resource for edge cases and non-standard scenarios that require sound judgment and creative problem-solving.
• Act as a senior point of contact for customers on billing-related inquiries, delivering clear, professional, and empathetic communication. Use AI-assisted drafting tools to improve response speed and quality while keeping a human lens on every interaction.
• Partner with Customer Success and Support teams to resolve billing issues efficiently and ensure a positive customer experience.
• Represent the billing function externally with confidence and a solutions-oriented approach.
• Review customer agreements and order forms to ensure billing setup accurately reflects negotiated terms, pricing structures, and any custom provisions by applying AI-assisted contract review tools to accelerate intake and flag inconsistencies before they reach billing.
• Advise internal stakeholders on how contract terms translate into billing and revenue recognition implications.
• Collaborate with Legal, Sales, and Finance on billing-related contract language and escalations as needed.
• Apply foundational knowledge of ASC 606 and SaaS revenue recognition principles to support accurate revenue reporting.
• Assist the Accounting team with month-end close activities, including revenue-related reconciliations and journal entry support tied to billing. Using AI tools to accelerate reconciliation checks and surface variances that require human review.
• Partner with Revenue Accounting to ensure billing data in Zuora is structured in a way that supports clean, auditable revenue recognition.
• Flag and escalate billing scenarios with complex revenue recognition implications for proper treatment.
• Own the end-to-end collections process, monitoring aging balances and prioritizing outreach on overdue accounts, partnering with the GTM teams and Finance to resolve outstanding invoices and using AI-assisted tools to flag at-risk accounts and streamline follow-up.
• Maintain accurate AR reporting and support month-end close by reconciling cash receipts and applying payments in Zuora, surfacing DSO trends and collection risk to Finance leadership and driving ongoing improvements to collections efficiency.
• Serve as the internal subject matter expert on Zuora, owning configuration, troubleshooting, and optimization of billing workflows within the platform, including identifying where AI capabilities within Zuora can reduce manual steps and improve data integrity.
• Maintain accurate subscription records, product catalog entries, and billing rules in Zuora.
• Partner with RevOps and Finance on Zuora-related projects, upgrades, and integrations.
• As Karbon scales, this role is expected to be an active driver of AI adoption within billing and revenue operations: testing tools, surfacing use cases, and helping define how automation improves the function.
• Use AI-powered tooling to streamline billing workflows, including anomaly detection in invoicing, automated reconciliation checks, and intelligent flagging of discrepancies before they escalate to customers or impact close.
• Apply AI capabilities within Zuora and connected systems to reduce manual intervention in complex billing scenarios, accelerate invoice processing, and improve accuracy across the subscription lifecycle.
• Leverage AI-assisted tools to improve the speed and quality of customer communications, contract reviews, and internal SOPs, while maintaining the judgment to know when human review is essential.
• Partner with Revenue Accounting to explore AI applications in revenue recognition, including automated recognition schedules, variance flagging, and generating audit-ready documentation tied to billing data.
• Contribute to the finance team's AI adoption by testing new tools, documenting billing-specific use cases, and sharing learnings acting as the billing SME who helps define where automation adds the most value.
• Maintain a human-in-the-loop mindset: validate AI-generated outputs before they inform customer decisions or financial reporting, and escalate edge cases that require human judgment.
• Demonstrate a strong ability to navigate interconnected systems (Zuora, Salesforce, and related tools) to diagnose issues and engineer scalable solutions.
• Proactively identify gaps in billing and revenue processes and lead or contribute to continuous improvement initiatives, with a particular focus on where AI automation can eliminate low-value manual work and create capacity for higher-order problem-solving.
• Document workflows, edge cases, and standard operating procedures to support team scalability and knowledge sharing, using AI-assisted tools to draft, maintain, and improve documentation at pace.
• Work closely with Sales, Finance, Accounting, Revenue Operations, and Customer Success to ensure seamless billing execution and alignment on revenue matters.
• Provide billing and systems guidance to internal stakeholders as the team scales, including educating cross-functional partners on how AI tools are changing billing and revenue operations.

Senior Billing Revenue Analyst

Implementation Specialist

• Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts
• Communicate across multiple stakeholders: Partner with firm administrators and key users
• Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions
• Provide professional guidance: Guide customers on Karbon best practices
• Coach through change management: Help customers prepare their teams
• Ensure data integrity: Support customers in importing contacts and work items
• Identify and mitigate risks: Monitor project progress
• Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams
• Deliver measurable value: Help customers achieve early wins and milestones
• Use AI in day-to-day implementation work

People Operations

• Partner proactively and deeply with senior leaders across Customer and Sales.
• Actively use AI tools and agentic workflows to surface insights, automate routine work, and elevate the quality of everything you deliver.
• Use AI to effectively report and manage complex employment relations cases.
• Review and stay current on various reporting for your client groups.
• Challenge leaders constructively, balancing strong support with the willingness to push back on decisions.
• Leverage people data and analytics to build narratives that drive leadership alignment.
• Own and drive HR project management across your client groups.
• Build trusted, high-quality relationships with VP and C-suite level stakeholders.
• Be a change agent for people programs.
• Partner closely with People Ops, TA, and L&D to deliver a seamless employee experience.
• Contribute to global People initiatives across Karbon's six operating regions.

People Business Partner

Human Resources

• Partner proactively and deeply with senior leaders across Customer and Sales, understanding their commercial model, team dynamics, and company metrics well enough to shape the people agenda without being prompted.
• Actively use AI tools and agentic workflows to surface insights, automate routine work, and elevate the quality of everything you deliver, from data analysis and trends reporting to preparing for leader conversations and running project workstreams.
• Use AI to effectively report and manage complex employment relations cases with ease and simplicity, while coaching, guiding, and empowering leaders to own them end-to-end.
• Review and stay current on various reporting for your client groups, understanding the metrics that matter at a level that you can connect to the people strategy.
• Challenge leaders constructively, balancing strong support with the willingness to push back on decisions that carry people or business risk, using data and AI-generated insights to back your position.
• Leverage people data and analytics to build narratives that drive leadership alignment, you use AI to go deeper and faster, and you bring insights to the table, not just reports.
• Own and drive HR project management across your client groups, keeping initiatives structured, on track, and delivered to a high standard, with AI embedded in how you manage and execute.
• Build trusted, high-quality relationships with VP and C-suite level stakeholders, showing up as a peer to the business, not a support function.
• Be a change agent for people programs, influencing without authority and driving adoption with credibility and evidence.
• Partner closely with People Ops, TA, and L&D to deliver a seamless employee experience across the full lifecycle.
• Contribute to global People initiatives across Karbon's six operating regions.

HR Business Partner

Marketing Operations

• Own and operate Karbon’s marketing automation platform.
• Build and maintain a leak-proof lead generation system from first touch through sales handoff.
• Own webinar operations end to end.
• Partner with the events team to own event lead capture operations.
• Architect and enforce the MQL framework end to end.
• Own the marketing operations technology ecosystem.
• Build and maintain cross-platform automations that connect systems.
• Evaluate, implement, and rationalize marketing operations tools.
• Partner with the Salesforce administration team to ensure seamless data flow.
• Own and operationalize the marketing attribution framework.
• Build and enforce UTM parameter governance.
• Deliver reporting that gives marketing and GTM leadership visibility into performance.
• Be the connective tissue between demand generation, Salesforce team, web team, strategic marketing, and Revenue Operations.
• Partner with the Director of Performance Marketing to build a shared understanding of the customer buying journey.
• Drive operational readiness for high-volume periods.

Senior Manager, Marketing Operations

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.

Senior Billing Revenue Analyst

Implementation Specialist

People Business Partner

HR Business Partner

Senior Manager, Marketing Operations

Payment Operations Manager