Karbon

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.

General Counsel

• Draft, review, negotiate, and manage a wide range of commercial agreements, including:
• Enterprise customer agreements (MSAs, order forms, amendments)
• Channel partner, vendor, and supplier contracts
• NDAs and standard form agreements
• Lead and support commercial negotiations across Sales, Partnerships, and GTM teams
• Provide legal and commercial advice on product launches, particularly involving payments, data handling, and cross-border services
• Collaborate with the CFO and other executives to build scalable legal processes and templates that support global operations
• Support due diligence, compliance, and integration work related to strategic initiatives, partnerships, or acquisitions
• Provide some practical legal support on employment matters (e.g. agreements, policies, compliance)
• Act as a trusted legal advisor to the Executive Leadership Team, clearly flagging risks and enabling business decisions
• Manage external counsel as needed across multiple jurisdictions
• Maintain and evolve internal legal resources (playbooks, templates) to help business teams move faster with confidence

Legal Counsel

Learning and Development

• Build a unified "Learning at Karbon" framework that connects onboarding, leadership development, and ongoing capability building
• Design programs to improve manager effectiveness and accelerate time to productivity for new hires
• Launch Karbon Manager Core, focused on coaching, feedback, and accountability
• Refresh the Emerging Leaders Program into a globally scalable, blended model with AI-enabled learning experiences
• Own and enhance Karbon’s Onboarding Academy, ensuring consistent, role-specific 30-60-90 day ramps
• Partner with HRBPs and functional leads to identify skill gaps and link learning to business outcomes
• Act as the learning partner to HRBPs, collaborating closely to embed development into team rhythms, talent processes, and key career moments
• Embed learning in the flow of work—searchable, self-serve, and globally accessible
• Use AI tools to personalize learning paths, automate delivery, and scale learning touchpoints across the employee lifecycle
• Experiment with AI-powered content generation and adaptive learning technologies to drive efficiency and engagement
• Stay up to date with L&D innovations in generative AI, and translate emerging capabilities into practical use cases at Karbon
• Define clear success metrics tied to productivity, internal mobility, and retention
• Track and report on learning ROI and capability uplift in partnership with Ops and Finance
• Use data and feedback loops to continuously improve program quality and adoption
• Curate experiences that reinforce Karbon’s values and ways of working
• Equip leaders with the tools, resources, and rituals to drive connection, accountability, and team performance
• Recognize internal facilitators and grow a community of learning champions

Learning and Development Specialist

• Build a unified “Learning at Karbon” framework that connects onboarding, leadership development, and ongoing capability building
• Design programs to improve manager effectiveness and accelerate time to productivity for new hires
• Own and enhance Karbon’s Onboarding Academy, ensuring consistent, role-specific 30-60-90 day ramps
• Partner with HRBPs and functional leads to identify skill gaps and link learning to business outcomes
• Use AI tools to personalize learning paths, automate delivery, and scale learning touchpoints across the employee lifecycle
• Define clear success metrics tied to productivity, internal mobility, and retention
• Champion Culture and Leadership at Scale by curating experiences that reinforce Karbon’s values and ways of working

Learning and Development Partner

Customer Success Manager

• Build and maintain strong customer relationships, acting as the main point of contact.
• Manage a large portfolio of SMB accounts, maximizing the impact and value of Karbon for users, stakeholders, and their businesses.
• Oversee onboarding and training to ensure smooth product implementation.
• Drive product adoption, helping customers see measurable success with the solution.
• Proactively prevent churn and manage renewals.
• Resolve customer issues in collaboration with support and product teams.
• Use customer data and feedback to inform strategies and improve the experience.
• Work cross-functionally with sales, marketing, and product teams.
• Proactively identify at-risk renewals or churn, collaborating with internal teams on corrective action plans.
• Encourage customer advocacy and support testimonials and case studies.

SMB Customer Success Manager

Data Engineer

• Design, build, and maintain scalable data pipelines using Snowflake, dbt, Fivetran, Stitch and Snowpipe
• Implement real-time streaming architectures to reduce data latency from hours to minutes
• Manage schema evolution and data migrations for critical business entities
• Optimize data warehouse performance and cost efficiency
• Build robust monitoring and alerting systems for data pipeline health
• Ensure data quality, reliability, and governance across all systems
• Develop analytics frameworks to measure customer success and product adoption
• Build cohorted churn analysis models to identify retention patterns
• Create performance metrics that correlate with customer outcomes
• Partner with Customer Success team to understand data needs for customer health scoring
• Support implementation team analytics to improve onboarding effectiveness
• Work with Product teams to instrument new features and track adoption
• Collaborate with Customer Success on quarterly business review data requirements
• Support sales and marketing teams with pipeline and funnel analytics
• Document data models and maintain technical specifications
• Mentor junior team members and contribute to best practices
• Leverage AI-powered tools to improve development velocity, data quality, and customer insight generation across the analytics stack.

Software Engineer

• Design, develop, and maintain interactive Tableau dashboards and reports that empower data-driven decision-making.
• Connect Tableau to Snowflake, BigQuery, and other cloud data warehouses for optimized performance.
• Build clean, analytics-ready datasets using dbt (Data Build Tool).
• Develop and manage data pipelines with Airbyte, Stitch, and Fivetran for seamless ingestion and automation.
• Collaborate with engineers and analysts to ensure data consistency, governance, and quality.
• Optimize Tableau dashboards for performance, scalability, and user experience.
• Apply best practices in data modeling, ETL/ELT, and dashboard design.
• Use Hex for advanced analytics and collaborative exploration.
• Provide documentation, training, and support for end-users.
• Use AI-assisted development tools to improve productivity and code quality across SQL, dbt, and data pipelines
• Apply AI-supported techniques for data quality monitoring, anomaly detection, and trend detection in customer data
• Support AI-driven analytics use cases (e.g., churn risk or onboarding signals) by building reliable, well-modeled datasets