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.

Role Description The Manager, Workiva Implementation Consultant will lead client-facing Workiva implementation projects from discovery through go-live. This individual will be responsible for managing project delivery, leading client workshops, overseeing solution design, coordinating consultants and solution architects, and ensuring the Workiva platform is configured to support each client’s reporting and business needs. This is a hands-on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal ramp-up. What You’ll Do / Keys to Success - Lead the planning, execution, and delivery of Workiva implementation projects from kickoff through go-live, ensuring projects are delivered on time, within scope, and aligned to client expectations. - Serve as the day-to-day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication. - Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go-live readiness discussions. - Translate client reporting processes, spreadsheets, documents, and business requirements into scalable Workiva solutions. - Oversee the setup and configuration of Workiva documents, spreadsheets, presentations, processes, tasks, permissions, reporting workflows, template structures, linking strategies, common content, and review cycles. - Manage consultants and solution architects assigned to Workiva implementation projects by assigning work, monitoring progress, removing blockers, reviewing deliverables, and holding the team accountable. - Support Agile delivery activities, including sprint planning, backlog management, standups, retrospectives, and definition-of-done reviews. - Develop and deliver client training, support user acceptance testing, resolve feedback, and help clients understand how to maintain and operate their Workiva solution after go-live. - Build trusted relationships with client stakeholders across accounting, finance, reporting, operations, IT, audit, compliance, and executive teams. - Proactively identify project risks, dependencies, decisions, and opportunities to expand client value through additional Workiva use cases, optimization, managed services, or future phases. - Mentor consultants and senior consultants while supporting Alpha’s internal methodology, accelerators, templates, delivery best practices, and sales pursuits as needed. Qualifications - 5+ years of consulting, financial systems, reporting transformation, or enterprise software implementation experience. - 3+ years of hands-on Workiva implementation experience. - Experience leading Workiva implementation projects or major Workiva workstreams. - Strong understanding of Workiva documents, spreadsheets, linking, reporting workflows, permissions, tasks, processes, and platform administration. - Ability to translate existing client reports, spreadsheets, documents, business requirements, and manual processes into scalable Workiva solutions. - Strong project management skills, including scope, timeline, budget, risk, issue, and stakeholder management. - Experience managing consultants or cross-functional delivery teams. - Strong client-facing presence with the ability to lead meetings, workshops, and executive-level status updates. - Excellent written and verbal communication skills. - Strong Excel literacy and comfort working with financial reporting materials. - Familiarity with Agile project delivery, including sprint planning, backlog management, and status reporting. - Ability to operate independently, manage ambiguity, and drive work forward with minimal oversight. Preferred Qualifications - Workiva certifications or specializations in one or more relevant areas. - Experience implementing Workiva for financial reporting, fund reporting, investor reporting, SEC reporting, management reporting cases. - Experience working with private markets, asset management, real estate, insurance, public companies, or broader financial services clients. - Experience with template design, common content, report standardization, roll-forward processes, review workflows, and scalable reporting architecture. - Prior management consulting experience. - Experience supporting go-live readiness, user acceptance testing, training, and post-go-live support. - Ability to support sales pursuits, solution demonstrations, estimates, and statements of work. - Strong understanding of reporting operating models and how technology can improve process efficiency, governance, and control. Benefits - Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning. - Flexible working: Work-life balance with flexible schedule. - Community events: We offer a range of social events and meetups. - 25 days’ holiday in addition to public holidays. - Supplemented medical, dental and vision coverage. - 401(k) with employer match. - Wellness initiatives to promote healthy working, including an allowance for remote working technology. - Access to discounted travel, tickets, events, and more through our benefit partner. - A reasonable estimate of the salary range is $130,000 – $160,000 USD, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

• Conduct discovery and scope definition activities to develop an holistic solution design and the supporting sprints and stories for implementing it. • Lead client stakeholders through the planning, build, test and deploy phases of each core implementation sprint and ultimately complete a majority of the configuration in collaboration with your project team. • Serve as a trusted advisor for key business and technology stakeholders, and support decision making through experience-based guidance and best practices, industry knowledge and product expertise. • Collaborate closely with Data Services team members to incorporate and support their data migration and integration activities throughout the project. • Lead and/or coordinate with other consultants on the implementation of various integrated solutions (e.g. Salesforce Marketing Cloud, Experience Cloud, Blackthorn, Conga, Formstack) • Support the broader Attain Partners team by sharing and documenting best practices, contributing new ideas to our collective way of working and helping build and grow our pipeline of new clients. • Lead and/or support business development efforts. • Lead and/or support proposal development and solution design in support of new and expanded client work.

Role Description The Implementation Specialist will serve as the primary bridge between Ignis Technologies (ignistech.io) and its federal, state, tribal and municipal partners, supporting the deployment, configuration, and adoption of the IGNIS platform across wildland fire operations. The Customer Success Implementation Specialist is responsible for ensuring customer organizations successfully onboard, implement and find value in our software applications. Our products are currently focused on providing mobile and web-based common operating pictures (COP) for responders and managers in the wildland fire space. By providing responsive support and building valued relationships, the Customer Success Implementation Specialist seeks to eliminate churn and position accounts for expansion. As our product features and customer base expands, you will progressively build new and innovative ways to ensure implementation and ROI. These include: - Establishing client organizational structure - Provisioning initial user roles per customer needs - Maintaining customer contacts in our CRM platform - Building and maintaining accurate and current training documentation - Escalating issues as required to leadership - Training – both virtually and in-person - Technical Support - Relationship Nourishment You will be an expert in our products and how they solve customer problems. You will be expected to use this expertise to occasionally support sales functions and will train both customers and internal partners. This role will require significant travel, weighted heavily towards the early and mid-fire season (March – September). This role may require operating in the immediate vicinity of wildland fire. You may be required to achieve a “red card” certification, which requires passing the Interagency Work Capacity Test (“Pack Test”), requiring the ability to walk 3 miles on level terrain carrying 45 pounds of weight in 45 minutes. This role will act as an advocate for our customer base, communicating and evaluating feature requests to the Product team. You will be required to track and maintain performance metrics tailored to implementation efforts, and time to value. Responsibilities - Guide the Customer Journey - Create Implementation Plans based on classification that define implementation milestones and success criteria; obtain customer sign-off when criteria are achieved. - Define and track risk factors that provide early insights on churn potential; execute get-well plans where required. - Identify and promote opportunities to expand contract value through additional use cases or by upselling features. - Achieve Early, Full and Sustained Adoption - Develop and deliver product training tailored to the customers' primary use case, to include field training and ride-alongs on incidents as required. - Perform scheduled and routine check-ins to address implementation frictions, promote value and track milestone achievement. - Develop secondary and tertiary champions to mitigate risks associated with personnel movement/terminations. - Technical Support - Implement and utilize the tooling required to track customer issues to resolution. - Establish and curate documentation or methods for self-help. - Rapidly resolve issues related to improper usage, documentation, or training gaps. - Document and assess the impact of reported bugs; escalate issues that pose high contractual or reputational risk. - Nourish Customer Relationships - Perform post-implementation support to customers to ensure account health as well as adherence to commitments and timelines made during implementation. - Attend conferences and events widely attended by our customer base. - Look for ways to improve customer outcomes by understanding their unique needs, missions, and resources. - Collect Performance Metrics - Track and report metrics associated with implementation, including time-to-provisioning, time-to-training, and time-to-adoption. - Track and report metrics associated with technical support, to include time-to-response and time-to-resolution. - Assist the sales function in reporting of metrics associated with churn cause. Qualifications - 1+ years utilizing a ticketing or CRM system - 1+ years providing technical customer support - 1+ years as an Implementation Specialist or similar CS role - Ability to travel extensively, to include periods that may exceed 50% of a given month - Must be legally authorized to work in the United States without the need for employer visa sponsorship now or in the future Requirements - Experience in an organization during its early growth stage - Experience working both administrative tasks and in the field simultaneously - Experience in wildland fire operations - Experience using dynamic common operating picture solutions in field environments - Experience using datalinks or integrations for inter-system data exchange - Familiarity with industry geospatial systems and file standards Benefits - Industry competitive compensation package - Company performance-based bonus plan - Equity stock-based compensation package - Employer-funded comprehensive health, vision, and dental insurance for employees and dependents - 401k with company match - Employer-funded life and disability insurance coverage - Health Savings Account (HSA), Flexible Spending Account (FSA), and Dependent Care FSA options