• 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.

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.

Role Description We are seeking a highly skilled MEP Engineer with proven expertise in Manual J heat load calculations and advanced HVAC system design. The role involves performing precise load analyses, developing efficient HVAC solutions, and ensuring compliance with industry standards. The engineer will collaborate with architects, contractors, and project managers to deliver optimized mechanical, electrical, and plumbing designs for residential and commercial projects. Key Responsibilities - Perform detailed Manual J heat load calculations for residential and commercial buildings. - Design, size, and specify HVAC systems based on load analysis and project requirements. - Review architectural and structural drawings to ensure accurate integration of MEP systems. - Provide technical guidance on equipment selection, ductwork design, and energy efficiency. - Prepare and submit technical reports, compliance documentation, and project specifications. - Conduct on-site inspections to validate installation and performance of HVAC systems. - Collaborate with multidisciplinary teams to ensure project accuracy and timely delivery. Qualifications - Bachelor’s degree in Mechanical Engineering or related field (required). - Professional Engineer (PE) license or equivalent certification preferred. - Minimum 3–5 years of experience in MEP engineering with a focus on HVAC systems. - Demonstrated expertise in Manual J load calculations and HVAC design. - Proficiency in HVAC design software (e.g., Wrightsoft, Elite RHVAC, AutoCAD, Revit MEP). - Strong knowledge of Manual J, Manual D, and Manual S standards. - Familiarity with ASHRAE guidelines, energy efficiency codes, and sustainability practices. - Competence in Microsoft Excel and technical reporting tools.

Title: File Implementation Specialist Location: Remote Job Description: About Navia Benefit Solutions: We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.About the Role: This position is primarily focused on Navia’s client file integrations, establishment, and communication. Work with internal partners, brokers, and clients to implement file feeds for the CDH, COBRA and Direct Bill plans. The file implementation specialist will act as a subject matter expert in their day-to-day activities and help staff with misc. projects. What You’ll Do: - Process and knowledge of all import types: eligibility, deduction, open enrollment for all our benefits plans within the Navia product offering and any corresponding discrepancy reports daily as needed. - Monitor team e-mail account/Salesforce cases and respond to clients within 24 hours of request being assigned. - Process production files within 2 business days, as assigned. - Produce file testing error report/results within 3 business days and provide this to TPA/client, as assigned. - Create and update file tracking with the most recent communication. - Follow up on files in testing every week. - Using FM to create a comprehensive account structure, as needed. - Follow up on pending file requests every 2 weeks. - Archiving file tracking and send IT sFTP archive request after 8 weeks of no response - Send weekly follow ups on active testing requests with no response - Independently host/drive conversations with TPAs regarding technical changes and make decisions for ongoing business processes, as needed. - Request sFTP credentials from IT, as needed. - Analyze and map changes for integration files, as assigned. - Other duties/projects as assigned individually or as a team. - Carryover/rollover/takeovers What We’re Looking For: - Exceptional Track record as an Administrative Specialist - Subject matter expert in designated role - Process and knowledge of all import types: COBRA QB, COBRA Initial Rights, Direct Bill Eligibility, CDH Eligibility, CDH Deduction, CDH Open Enrollment for all our benefits plans within the Navia product offering. - Demonstrated ability to work independently. - Above average Excel skills (data manipulation) - Self-motivated work style - High attention to detail - Strong written and verbal communication skills. - Approach all tasks with a customer service attitude. Work Environment: Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role. Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WAWhy Join Navia? - Impact: Play a pivotal role in supporting employers and employees nationwide. - Growth: Advance your skills with a team committed to excellence and innovation. - Culture: Join a company that values collaboration, innovation, and customer-first solutions. Perks and Benefits: - Competitive Salary Range: $45K-$55K Annually - Generous health benefits - Company sponsored wellness benefits - Complimentary Life Insurance and Long-Term Disability Insurance - Paid time off - 6 Paid Holidays & 2 Paid Floating Holidays - Work from home and hybrid schedules available! Ready to Join Us? Take the first step toward your new career in creating better lives —apply now! For any questions or to check on your application, reach out to [email protected]. Please visit our career page and apply directly: www.naviabenefits.com/workatnavia Not all positions allow for remote work, but those that do will only be available in the following states: AZ, CO, FL, GA, IL, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, PA, SD, TN, TX, UT.