Job Summary: At Helm Operations, we build the software that keeps the world’s maritime operations moving. From tugboats in Vancouver Harbour to offshore service vessels in the North Sea, crews rely on Helm CONNECT every day, and we don’t take that lightly. We’ve grown from a small start-up on Canada’s west coast into a global leader in maritime software by doing things differently: caring deeply about our customers, taking ownership, and building solutions that actually work in the real world. That’s The Helm Way. Job Description: We’re looking for an Implementation Consultant – Maintenance to join our Professional Services team Your primary responsibilities include coordinating and facilitating the implementation of our Helm CONNECT software solution. Additional responsibilities include delivering high-quality customer service through extensive software troubleshooting via telephone and screen-sharing, providing technical leadership, training, complex problem resolution, and collaborating with other departments and clients to successfully achieve the implementation objectives. As an Implementation consultant, you will also be expected to provide consultation and best practices to our customers, helping them to improve and grow operational performance. In this position you will join a small but growing team to learn new skills, technologies, products and processes, and share this knowledge for the betterment of the team. Your Responsibilities & Key Tasks · Work with Helm project managers to develop implementation plans. · Perform project implementation tasks as defined in either the project schedule or per a packaged implementation approach, ensuring that all project deliverables have been completed with quality, and the customer is satisfied with the outcome. · Clearly understand and document requirements and design solutions to be achieved through configuration of the Helm products. · Configure systems and data to satisfy the client’s business processes. · Conduct formal training for our clients and business partners. · Discover additional product or training needs our customers may have. · Capture and clearly communicate requirements for custom development requests. · Record each contact with our customers accurately and in a clear, concise, and understandable format. · Expected to become an expert in our industry verticals and possess the ability to consult with our customers to improve their processes and their business performance. · Provide outstanding product support for our customers and business partners. · Keep the Helm team up-to-date on project status, challenges, risks and opportunities. · Enter all billable and non-billable time accurately on a daily basis. · Document any files, materials, FAQ’s Help Files etc, and ensure they are formatted with Helm’s brand standards. · Perform quality assurance (QA) related to requirements identified during solution design. Success Factors · Become an expert on our customers in the workboat industry and their sub verticals, such as harbour docking, coastal barging, offshore supply vessels, and passenger ferries. · Work to strict schedules and project milestones while maintaining quality of delivery of product or services. · Highly organized and able to manage multiple projects and respond to shifting priorities. · Aptitude to gather information, diagnose and analyze a variety of technical and non- technical issues. · Become fully trained on all applicable Helm products and tools that have been assigned to you. · Maximize billable utilization percentage. · Maintain a high level of customer satisfaction – metrics generated from customer satisfaction surveys. · Achieve customer-defined success criteria in leading the customer to value as quickly as possible. · Strive to outperform the quarterly and annual KPIs. Your Qualifications · Must have software configuration and related technical skills. · The ability to troubleshoot complex technical issues and to identify problems and suggest solutions in a logical, user-friendly manner. · Willingness and availability to travel up to 50% of the time. · Must speak English at a native level. · Strong interpersonal skills: you are able to handle challenging situations with composure, professionalism, and courtesy. · Strong task management skills – able to manage multiple shifting priorities at any given time · Proven proficiency with MS Suite (Word, Excel, Outlook, and PowerPoint). · Proficiency leveraging AI to increase accuracy and efficiency · Project Management training through PMI is an asset but not required · University Degree or College Accreditation required Why You’ll Love Working at Helm At Helm, we don’t just keep the world’s maritime operations running, we keep our people growing. You’ll join a company that values ownership, precision, and teamwork as much as it values results. Together We Win – We collaborate to create clarity, not chaos. Own It – We take responsibility, solve problems, and build better every time. Care Deeply – About our work, our people, and the customers we serve. Enjoy the Ride – We take pride in the journey, not just the results. Perks & Benefits · Remote-first flexibility (US-based) · $95,000 USD + annual performance bonus · Company-paid health, dental, and vision benefits from day one · Paid vacation + 5 floater days + birthday day off · Employee Stock Purchase Plan (after 6 months) · Professional development through Helm’s learning programs and development journeys · A supportive, inclusive, and collaborative culture where great ideas are encouraged and acted on *Depending on the candidate’s education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted. Total On-Target Earnings (OTE) include base salary plus a target performance bonus.* *As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations. * *Research has shown that women & under-represented minorities read lists of requirements and consider themselves unqualified if they don’t meet every single one. This list represents what we are ideally looking for, but we encourage you to apply even if you don't meet everything 100%. Everyone has unique strengths & weaknesses, and we hire for strengths and potential. * Helm is proudly an Equal Opportunity Employer where everyone is welcome. Everyone brings a different personal story and perspective, and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day. While we thank all candidates who apply, we will be reaching out to candidates who meet the hiring manager’s requirements on their resume.. Worker Type: Regular Number of Openings Available: 1

About Karbon 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. About the Role: As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You’ll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform. As an Implementation Specialist, you will... - 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. About You - 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. Bonus points if you have: - Experience in the accounting or tax industry. - Previous experience with workflow, accounting, or project management software. - Background in software onboarding or enterprise implementations. - Knowledge of change management frameworks. - Experience in a startup or high-growth SaaS environment. - Deep knowledge and hands-on experience using Karbon. Why work at Karbon? - Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines - Excellent benefits package including: - 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 - 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 As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role. The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are! The estimated base salary range for this role is: $73,000—$82,000 USD Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you. 😛 If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion. At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!

• Strategic Advisory: Serve as the primary SME for Veeva Network, providing proactive guidance on aligning system capabilities with evolving business requirements and industry regulations • Environmental Governance: Manage the critical "Network-to-CRM" interface, ensuring the integrity of end-to-end data flows and validating the accuracy of Data Change Requests (DCRs) • System Optimization & Continuity: Own the long-term performance of the Network environment, proactively managing the environment to identify technical debt and ensure optimal performance • Best Practice Guidance: Act as a "guardrail" for customers, recommending industry-standard configurations for match/merge logic, survivorship rules, and data model extensions to prevent system degradation • Process Evolution: Partner with customers to refine their internal data governance processes, ensuring they maximize the value of their Veeva investment post-go-live • Configuration Enhancements: Independently execute technical tasks within the customer’s environment, including data model updates and system audits • Manage client interactions, set expectations, and provide clear, effective communication • Triage, troubleshoot, and resolve client-reported issues related to data, configuration, or platform performance • AI-Enabled Efficiency: Leverage Veeva’s approved AI tools to accelerate documentation, data investigation, and provide faster technical insights • Contribute to internal initiatives, knowledge sharing, and best practice development • Uphold the Veeva Vision and Values including “Do the Right Thing” and “Customer Success”

Overview SUMMARY The implementation consultant is charge of scoping and configuring assigned projects. It is in charge of client communication, training, and providing best practices to the customer on how to utilize the product. They are in charge of managing timelines of the projects, cross functional work, and handle any escalations while the customer is in their implementation. Responsibilities PRIMARY RESPONSIBILITIES - Manage assigned implementation projects for Vas Onboarding prioritized products. - Collect project requirements such as configuration documents, questionnaires, property list - Complete Kick off meeting with customers as needed. This task goes over product summary, requirements, implementation timelines, and best practices. - Complete all configuration items assigned in the established SLA - Complete all follow up communication with the customer to keep project on track - Work cross functionally to resolve any issues with Customer success, Support, Product, and Sales teams. - Monitor project progress and update clients accordingly - If tasks for project completion are distributed across the team, the consultant is responsible for assigning those tasks within the established SLA and ensure that they are completed. - Deliver final project within the established SLA - Complete final training call and provide best practices to customer #LI-AP4 #LI-REMOTE Qualifications QUALIFICATIONS Required: - High School diploma or equivalent - Minimum of 1 year customer service experience - Minimum of 1 year experience with Microsoft 360 products KNOWLEDGE/SKILLS/ABILITIES Required: - Strong Critical Thinking skills - Ability to work in a team environment - Excellent customer service skills - Basic understanding of project management and CRM tools Physical Demands and Working Conditions While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must have the ability to operate a personal computer and express or exchange ideas by means of the spoken word. May be required to sit and/or stand for long periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. May be required to lift or move 10+ pounds. Salary and Benefits RealPage provides a competitive salary package along with a comprehensive benefit plan that includes: - Health, dental, and vision insurance. - Retirement savings plan with company match. - Paid time off and holidays. - Professional development opportunities. - Performance-based bonus based on position. Compensation may vary depending on your location, qualifications including job-related education, training, experience, licensure, and certification, that could result at a level outside of these ranges. Certain roles are eligible for additional rewards, including annual bonus, and sales incentives depending on the terms of the applicable plan and role as well as individual performance. Equal Opportunity Employer: RealPage Company is an equal opportunity employer and committed to creating an inclusive environment for all employees. Pay Range USD $44,800.00 - USD $76,200.00 /Yr.