Karbon

• 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.

Role Description Karbon is transforming how accounting firms run their practices. The Implementation Team Lead is a frontline leader who will focus on helping our Americas onboarding team deliver consistent, high-quality customer outcomes. You’ll recruit and develop talented consultants, guide customers through the change curve, and keep projects moving with the trademark Karbon mix of clarity, candor, and partnership. This role sits at the heart of customer activation—where strong leadership accelerates adoption, builds trust, and sets firms up for success. People Leadership & Team Development - Partner with People & Talent and Services leadership to recruit, interview, and hire high-caliber individuals. - Own new-hire onboarding for the Americas team—training, shadowing, certification, and ramp to full delivery. - Run consistent, structured 1:1s focused on coaching, skill development, operational excellence, and performance clarity. - Promote Karbon’s culture of transparency, ownership, and continuous improvement—expect high standards and help the team meet them. Customer Leadership & Escalation Management - Oversee the active implementation portfolio for your region and ensure every firm moves through the Karbon onboarding journey with speed and confidence. - Serve as the first escalation point for customer blockers—technical, operational, or change-management related. Move fast, keep customers calm, and partner cross-functionally to land solutions. - Guide consultants on messaging, expectation management, and how to “bring the customer along” when work gets complex. - Ensure every customer leaves implementation with a clear path into Customer Success and Support. Operational Excellence - Monitor delivery metrics—throughput, time-to-value, sentiment, CSAT, go-live health, and utilization—and intervene early when projects drift. - Contribute to regional forecasting and resource planning to maintain healthy bandwidth across the team in partnership with the VP of Services and Team Lead over our partners and contractors. - Drive consistency in workflow setup, training paths, and methodology to maintain the Karbon implementation standard. - Partner with Product, Support, and Sales to share insights from the frontline and help improve internal processes and customer experience. Enablement, Quality, & Methodology - Conduct quality checks on customer deployments, ensuring correct use of Karbon features, best-practice workflows, and data configuration. - Partner with VP of Services and other Leads to keep the team current on feature releases and rollout impacts; translate product updates into implementation playbook updates. - Contribute to internal documentation, templates, and enablement content to strengthen team efficiency and knowledge transfer. Qualifications - 3–5+ years of experience in SaaS implementation, onboarding, or professional services—accounting industry exposure is a plus. - Experience mentoring others; formal people leadership preferred but not required. - Strong project management and customer-facing problem-solving skills. - Ability to manage complex escalations with empathy and decisiveness. - Excellent communicator—clear, direct, and comfortable guiding customers through change. - Familiarity with process mapping, workflow design, and operational best practices. - Calm under pressure; thrives in fast-moving, high-expectation environments. - Customer-centric with a knack for simplifying complexity. - Takes ownership, leans into accountability, and invites the same from the team. - Coaches with empathy but doesn’t shy away from tough conversations. - Loves building—people, processes, and operational discipline. Benefits - Gain global experience across the USA, Australia, New Zealand, UK, Canada, and the Philippines. - 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 for you 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. - Work with (and learn from) an experienced, high-performing team. - A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback. - Be part of a fast-growing company that firmly believes in promoting high performers from within.

• Own the monthly, quarterly, and annual close end-to-end, including the general ledger (record-to-report and procure-to-pay) • Prepare consolidated financial statements in accordance with US GAAP and SEC reporting requirements • Serve as the technical accounting authority on complex transactions, revenue recognition, and required disclosures • Lead AI-driven close acceleration — deploy automated reconciliations, AI-assisted variance analysis, and intelligent exception handling to continuously compress cycle time • Build the KPIs, SLAs, and reporting that demonstrate the value of a high-performing, AI-augmented accounting function • Own end-to-end commissions accounting in partnership with Sales and Revenue Operations: calculation, payout, accrual, and reconciliation • Leverage AI tooling to automate commission calculations, flag anomalies, and reduce manual reconciliation cycles • Ensure ASC 606 / 340-40 compliance on commission capitalization and amortization • Partner with the People team and RevOps on plan design changes to ensure clean accounting downstream • Lead all annual and interim audit projects as the primary contact for independent auditors • Use AI-assisted audit preparation workflows to organize evidence, flag exceptions, and reduce audit cycle time • Build and maintain SOX-compliant internal controls across financial reporting • Document and govern accounting policies in line with US GAAP • Manage international entity compliance across all operating jurisdictions • Manage day-to-day treasury operations including liquidity, FX, and investment activity, in partnership with the CFO on strategy and policy • Own the financial system stack — ERP, OTC, P2P — and drive its evolution to support scale and public company readiness • Integrate AI-powered forecasting, scenario modeling, and cash management tools into the core finance tech stack • Evaluate and implement procurement automation tools that reduce manual processing and improve spend visibility • Own the AI transformation roadmap for the accounting function — identify opportunities, build the business case, and lead implementation across close, reporting, audit, commissions, and treasury • Define and enforce the AI governance framework for finance: human-in-the-loop review standards, output validation protocols, and escalation criteria before AI-generated results inform decisions or external reporting • Act as Karbon's internal subject matter expert on AI in accounting — stay current on the tool landscape, evaluate new capabilities, and bring a clear point of view on what to adopt and when • Partner with the CFO and FP&A on AI-powered predictive modeling, cash forecasting, and board-ready management reporting • Set the standard for AI fluency across the accounting team — build capability, drive adoption, and create a culture where automation is the default, not the exception • Be the recognized technical accounting expert across the business and a trusted partner to functional leaders • Partner closely with FP&A on budgeting, forecasting, variance analysis, and long-range planning • Work with the People team on headcount planning and compensation analysis • Mentor and develop the accounting team, with a particular emphasis on building AI skills and a continuous improvement mindset

• 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.

Role Description We are looking for an operations leader who is AI-native to their core, builds systems that scale, and treats agentic workflows as the foundation of how modern People Operations functions. Reporting to the VP of People, this role owns the operational backbone of how we hire, onboard, and support Karbonites across six countries. - Architect and continuously improve the end-to-end People Ops and TA operational stack, embedding AI agents and agentic workflows. - Design and deploy AI agents to own routine operational work end-to-end, including: - Onboarding task orchestration - Compliance documentation - Offer letter generation - Interview scheduling - Tier-1 employee queries - Use AI to manage and monitor multi-country HR compliance across our six operating regions. - Build AI-powered reporting and analytics across the People and TA function. - Run our HRIS, ATS, and broader People tech stack as an integrated, AI-augmented system. - Use AI to support the TA function with a focus on pipeline forecasting and recruiting data integrity. - Own benefits administration and vendor management across our US entity. - Leverage AI to deliver a seamless, high-quality employee experience at scale. - Drive AI-led process documentation and knowledge management across People Ops. - Partner with Finance, IT, and Legal using AI-augmented workflows. - Coach and uplift the broader People team on AI fluency and operational automation. - Own AI governance for the People function. Qualifications - 5+ years of progressive experience across People Operations or HR Ops. - Prior SaaS or high-growth tech experience is essential. - Deep, hands-on fluency with AI tools, agent builders, and agentic workflows. - Strong technical instincts: comfortable with APIs, integrations, and automation platforms. - Multi-country HR Ops experience strongly preferred. - Proven ability to redesign operational processes from the ground up. - Working knowledge of US benefits administration. - Working knowledge of HR compliance across multiple jurisdictions. - Data fluency: ability to build operational dashboards and read funnel metrics. - A systems thinker who can hold the full operational picture across People Ops, TA, and Benefits. - Player-coach mindset: willing to build and ship the work yourself. - Unquestioned integrity, high EQ, and discretion with sensitive data. - Genuine excitement about where AI is taking the People function. Requirements - Strong experience in operational automation and AI integration. - Ability to manage multi-country HR compliance. - Experience with benefits administration and vendor management. - Skills in data analysis and operational reporting. Benefits - Flexible Time Off with an encouraged 4 weeks use per year. - Company paid medical for you and eligible spouse/partner and dependents. - Paid dental and vision for you and eligible spouse/partner and dependents. - 401(k) with company matching. - Flexible Spending Account. - Up to 8 weeks paid parental leave. - Work-from-home stipend. - Collaborative, team-oriented culture that embraces diversity. - Fast-growing company that promotes high performers from within.

• Architect and continuously improve the end-to-end People Ops and TA operational stack, embedding AI agents and agentic workflows as the default execution layer across onboarding, offboarding, employee lifecycle changes, and the recruiting funnel. • Design and deploy AI agents to own routine operational work end-to-end, including onboarding task orchestration, compliance documentation, offer letter generation, interview scheduling, and tier-1 employee queries. • Use AI to manage and monitor multi-country HR compliance across our six operating regions, building agentic checks that flag risk, surface regulatory changes, and keep our entity-level obligations current without manual tracking. • Build AI-powered reporting and analytics across the People and TA function, producing real-time dashboards, hiring funnel insights, and operational health metrics that the VP of People and pillar leads can act on without requesting them. • Run our HRIS, ATS, and broader People tech stack as an integrated, AI-augmented system, evaluating new tools through the lens of agent-readiness and API-first design rather than feature lists. • Use AI to support the TA function with a focus on pipeline forecasting, recruiting data integrity, and funnel reporting, partnering with hiring managers to embed AI into how they track and interpret hiring data. • Own benefits administration and vendor management across our US entity, using AI to streamline open enrollment, automate eligibility tracking, and surface utilization insights that inform future benefits strategy. • Leverage AI to deliver a seamless, high-quality employee experience at scale, anticipating friction points across the lifecycle and deploying agents or workflows to resolve them before they become tickets. • Drive AI-led process documentation and knowledge management across People Ops, ensuring every workflow is documented in a way that is both human-readable and agent-executable. • Partner with Finance, IT, and Legal using AI-augmented workflows for cross-functional operations, including headcount planning, system access provisioning, and contract and policy management. • Coach and uplift the broader People team on AI fluency, agent design, and operational automation, modeling what an AI-forward People Ops function looks like in practice. • Own AI governance for the People function, ensuring our use of agents and AI tools is compliant, ethical, and aligned with how we handle sensitive employee and candidate data globally.

Role Description Seeking a development & cloud focused Senior Security Engineer to join our expanding security team. The ideal candidate will have passion for AppSec, Cloud and AI. They will be a skilled communicator and relationship builder capable of promoting and building security practices across the organization and into our development processes. What You’ll Own: - Partner with different areas within Karbon - Ensure security is embedded from feature design and development to participating in design reviews and threat modelling. - Balance Security and Delivery - Communicate security risks and issues to non-technical stakeholders, understanding when to push back and when to compromise. - Keep up to date on the latest technologies and approaches - Understand the importance of foundational security practices while being excited by new developments. - Identify and assess security risks introduced by AI tools - Assist with reviewing the risks of AI tooling usage & integration and AI-generated code. - Apply AI-assisted tooling to accelerate security work - Utilize AI across areas including triage, threat detection, code review, and documentation. - Flexibility and confidence to work across multiple security domains - Gain exposure to various security domains within a fast-moving company. - Work effectively as part of a team - Build relationships and trust across the organization to enhance Karbon’s security posture. - Own your work - Take pride in your work and ensure customer data security. - Bring your passion and personality - Contribute creativity, curiosity, and authenticity to the team. - Help us measure improvement and steer our roadmap - Contribute to Security Metrics to track progress and feedback into our roadmap. Qualifications - 4+ years experience in a security or development role across most of the following: - Collaborating with teams to review designs & implementations for security issues. - Triaging issues and reports, assisting teams to remedy items and testing fixes. - Working with external penetration test companies to validate and prioritize findings. - Conducting risk and vulnerability assessments of web applications and APIs. - Configuring and tuning SAST, SCA and DAST Tooling. - Working with build/deployment pipelines to incorporate security tooling. - Assisting with implementing security-focused alerting and detections. - Conducting and facilitating organizational & developer-focused security training. - Assisting with operational security items such as EDR alerts and MDM. - Contributing to our security roadmap. - Strong communication skills (spoken and written). - Some of the following Languages/Frameworks: Microsoft .NET/C#, JavaScript (React and EmberJS), Python. - At least one cloud platform: Azure, AWS or GCP (predominantly Azure). - Working knowledge of PowerShell or Bash and Python. - Working knowledge of at least one AI development tool (e.g., Claude Code, GitHub Co-Pilot). - Portswigger Burp or similar. - Certifications such as Offsec OSCP & AWAE, GIAC, Burp Practitioner, PJPT, Microsoft/AWS development and cloud related are nice to have. - Experience with securing AI applications, systems, and AI tooling would be highly regarded. Benefits - Gain global experience across Australia, New Zealand, UK, and Canada. - Strong benefits package including: - Flexible Time Off with an encouraged 4 weeks use per year. - Company paid medical for you and eligible spouse/partner and dependents. - Paid dental and vision for you and eligible spouse/partner and dependents. - 401(k) with company matching. - Flexible Spending Account. - Up to 8 weeks paid parental leave. - Work-from-home stipend. - Work with (and learn from) an experienced, high-performing team. - A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback. - Be part of a fast-growing company that promotes high performers from within.

Role Description 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, using AI to go deeper and faster, and 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. Qualifications - 5+ years of progressive HR experience, including some business partnering, and at a minimum, a strong generalist background. - Prior SaaS or high-growth tech experience is essential. - Genuine GTM domain fluency — baseline knowledge of key metrics relevant to a Customer and Sales org (e.g., GDR, NDR, churn, pipeline coverage, and quota attainment). - A proactive partnering instinct is essential; you don't wait to be asked. - Demonstrated ability to build credibility at a senior level — you show up as a peer, not a support function. - Proven ability to challenge leaders constructively. - Data fluency — ability to build compelling narratives from people data, increasingly powered by AI. - Hands-on fluency with AI tools and agentic workflows. - Strong working knowledge of US employment law and HR compliance. - A project driver: known for delivering results across multiple initiatives simultaneously without close supervision. - Experience coaching senior leaders through org design decisions and workforce planning. - Unquestioned integrity, high EQ, and personal maturity. - Genuine curiosity about where AI is taking the future of work. Benefits - Flexible Time Off with an encouraged 4 weeks use per year. - Company paid medical for you and eligible spouse/partner and dependents. - Paid dental and vision for you and eligible spouse/partner and dependents. - 401(k) with company matching. - Flexible Spending Account. - Up to 8 weeks paid parental leave. - Work-from-home stipend. - Collaborative, team-oriented culture that embraces diversity. - Fast-growing company that promotes high performers from within. Company Description Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

• 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.

• 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.