Senior Implementation Specialist
Core
Lead enterprise customer onboarding, data migration, and training to ensure rapid time-to-value on the Karbon platform.
Role type
Senior Implementation Specialist (B2B SaaS)
Builds
Customer implementation projects and adoption workflows
Domain
B2B SaaS / Accounting & Tax
Required skills
Project management, Data migration, Change management, Stakeholder communication, Workflow design, Risk mitigation, Process optimization, Training facilitation, Executive presentation, AI tool utilization
Preferred skills
Accounting or tax industry experience, Workflow/accounting software knowledge, Change management frameworks, Startup environment experience, Karbon platform expertise
Technologies
Excel, ChatGPT, AI-driven workflow automations
Responsibilities
Build and maintain detailed project plans for enterprise accounts, Lead kickoff meetings and configuration workshops, Advise customers on best practices for workflow design and firm operations, Coach teams through change management to drive adoption, Support data import and integrity using Excel and other tools, Identify and mitigate project risks, Partner with Sales, Customer Success, Product, and Support teams
Seniority
Senior, hands-on IC