• Meet with veterinary practice leadership to review what is working and what could be improved to maximize Vetsource product benefits to the practice and their clients. • Train the veterinary practice customer on the Vetsource product(s) or service(s) of utmost value to them, while having the ability to adapt or alter training sessions based on real-time customer feedback, questions, or newly stated pain points. • Collaborate closely with the Sales team to offer an exceptional and seamless customer experience, creating continuity for practices while focusing on the Vetsource product(s) or service(s) that matter most to our veterinary practice customer. • Provide recommendations, resources, and assets to the hospital team, based on a practice’s highest indicated needs and interests. • Maintain an innovative and adaptive approach to implementing the Vetsource platform within practices.

• Deliver expert-level technical guidance, troubleshooting, and platform knowledge to partner customers following readiness. • Champion product enhancements, prioritizing complex partner needs and collaborating with internal engineering and product teams. • Lead critical and escalated support engagements to ensure timely resolution, drive root-cause analysis, and deliver optimal platform performance. • Oversee a portfolio of complex technical implementation projects for partner customers, including advanced configuration, integrations, deployment architecture, and onboarding strategies. • Ensure partners understand scalable deployment models, technical best practices, and long-term operational success strategies, and enforce implementation standards. • Guide handoff from implementation to steady-state support by defining readiness criteria and ensuring smooth transition for partners and internal teams. • Serve as a liaison to TAM and Partner Success organizations, ensuring deep technical alignment across partner and customer support motions. • Collaborate with Partner Success Managers to assess partner maturity, identify technical gaps, and build scalable adoption plans. • Communicate product updates, platform changes, and technical insights across partner-facing teams, influencing roadmap alignment and broader operational excellence. • Create and share standardized best practices, technical playbooks, and lessons learned across partner accounts. • Lead internal knowledge-sharing sessions, coach Implementation Engineers, and elevate the technical capabilities of the Partner Success organization. • Contribute to enablement strategy, documentation, and training material to enhance partner readiness and technical proficiency. • Lead executive business reviews and represent partner technical needs in strategic planning forums.

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.