Karbon

Implementation Specialist

Karbon

full-time

Posted on:

Location Type: Remote

Location: Canada

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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

  • 2-4+ years of experience in B2B SaaS Implementations
  • Experience with end-to-end technical implementations
  • Comfortable managing multiple customer projects simultaneously with clear priorities and organization.
  • Enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.
  • Strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.
  • Consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.
  • Strong attention to detail and pride yourself on accuracy and follow-through.
  • Enjoy working with data and systems, ensuring integrity throughout migrations and configuration.
  • Adaptable and resilient, thriving in environments where processes and priorities continue to evolve.
  • Comfortable working remotely and managing your time independently.
Benefits
  • Up to 5 weeks paid vacation per year
  • Strong benefits package including fully employer paid:
  • Medical, prescription and paramedical
  • Dental
  • Vision
  • Life insurance
  • $500 a year healthcare spending account
  • Flexible work hours
  • Working from home allowance
  • Generous parental leave
  • Work with (and learn from) an experienced, high-performing team
  • Be part of a fast-growing company that firmly believes in promoting high performers from within
  • A collaborative, team-oriented culture that embraces diversity invests in development and provides consistent feedback
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 integrityExcelworkflow setupprocess optimizationchange managementproject planningcustomer communicationsAI-driven workflow automations
Soft Skills
strong communication skillspresentation skillsconsultativecuriousattention to detailadaptableresilientcustomer-facingorganizational skillsfacilitating meetings