The collaborative practice management platform for accounting firms
Implementation Specialist
Location
United Kingdom
Posted
3 days ago
Salary
£43K - £56K / year
Seniority
Mid Level
Job Description
Implementation Specialist
Karbon
• 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.
Job Requirements
- 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.
Benefits
- Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
- Flexible work hours
- Commuter & work from home benefits
- Home office equipment menu for you to choose how you deck out your home office
- Cultural and offsite events
- Learning and development opportunities
- Generous parental leave
- Performance based and globally benchmarked pay
- Employee Assistance Program
- Up to 10 wellness days (because you don't need to be "sick" to stay well)
- Karbon Fun / Social Club!
- Up to 5 weeks paid vacation
- 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
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Role Description 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. - 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. Qualifications - 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. Requirements - 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. Benefits - Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines. - 4 weeks annual leave plus 5 extra "Karbon Days" off a year. - Flexible working environment. - Work with (and learn from) an experienced, high-performing team. - Be part of a fast-growing company that firmly believes in promoting high performers from within. - A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback. - Generous parental leave.
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