Karbon

Implementation Specialist

Karbon

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $73,000 - $82,000 per year

About the role

  • 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.

Requirements

  • You have 2-4+ years of experience in B2B SaaS Implementations
  • You have experience with end-to-end technical implementations
  • You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.
  • You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.
  • You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.
  • You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.
  • You have strong attention to detail and pride yourself on accuracy and follow-through.
  • You enjoy working with data and systems, ensuring integrity throughout migrations and configuration.
  • You are adaptable and resilient, thriving in environments where processes and priorities continue to evolve.
  • You are comfortable working remotely and managing your time independently.
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
B2B SaaS Implementationsend-to-end technical implementationsdata integrityproject managementworkflow setupchange managementrisk identificationcustomer onboardingExcelAI-driven workflow automations
Soft Skills
communication skillspresentation skillscustomer-facingconsultativeattention to detailadaptabilityresilienceorganizational skillsfacilitation skillscuriosity