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The collaborative practice management platform for accounting firms
Onboarding Support Specialist
Location
Philippines
Posted
88 days ago
Salary
0
Seniority
Junior
Job Description
Onboarding Support Specialist
Karbon
• Consolidate, import, and QA customer data during onboarding and lifecycle events. • Create, configure, and maintain customer templates and system setups. • Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress and completion. • Complete customer and project account setup, tracking status and ensuring accuracy across systems. • Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms. • Verify and validate customer information during offboarding and ensure proper data removal from systems. • Support Sales, Customer Success, and Services teams with contact management and operational requests. • Assist with preparation for customer business reviews and follow up on customer survey requests. • Support the creation and maintenance of customer education and enablement content. • Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks to improve accuracy and efficiency. • Contribute to ad hoc projects and initiatives aligned with Karbon’s business objectives.
Job Requirements
- 1+ year of relevant work experience in operations, onboarding, customer support, or client services.
- 1–2 years of customer service experience, with comfort supporting customers and internal stakeholders.
- Experience in B2B account management, client services, or a comparable role preferred.
- Strong attention to detail with the ability to work through complex, process-driven tasks accurately.
- Solid project and task management skills with the ability to prioritize competing requests.
- Ability to translate complex issues into clear, actionable recommendations—both written and verbal.
- Highly motivated, self-directed, and comfortable working independently.
- Advanced proficiency in Google Workspace and Microsoft Office, especially Excel.
- Basic familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.).
- Bachelor’s degree in Information Technology or related field preferred, or equivalent experience.
Benefits
- Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents.
- Work-from-home allowance
- Rice subsidy
- Meal allowance per working day
- Laundry allowance
- 15 paid time off days per year (which includes 5 Karbon Days per year)
- 7 Sick leave days per year
- Internet and work-from-home subsidy
- Discretionary bonus program
- Work with (and learn from) a very experienced team
- Be part of a startup team that will continue to grow around you
- Flexible approach to work environment (we believe in trust and autonomy)
- A culture of open communication, consistent feedback, and full transparency into company results, metrics, and financial position
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