Implementation Specialist-Tally

Karbon Business; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Upskilling Policy

Team Outings

Engagement Initiatives

Flexible Work-from-Home

Menstrual WFH

Mobility Benefits

Parental Support

Job summary

Karbon Business is seeking an Implementation Specialist - Tally to help customers onboard and adopt its AI-native platform. This role will require you to manage the entire onboarding process, ensuring customers effectively integrate their Tally systems.

The ideal candidate should possess a Bachelor's degree in Commerce, Accounting, or Finance, along with 2-5 years of relevant experience. Benefits include remote work options, upskilling opportunities, and parental support.

Qualifications

• 2-5 years of experience in implementation or customer success roles.
• Strong understanding of bookkeeping, GST, and financial statements.
• Experience with accounting operations is preferred.

Responsibilities

• Own end-to-end onboarding and integration of customer Tally environments.
• Ensure smooth implementation and successful go-live for customers.
• Train finance and accounting teams on platform usage.

Skills

Tally ERP

Accounting workflows

Communication skills

Problem-solving

Education

Bachelor's degree in Commerce, Accounting, Finance, or a related field

Job description

About Us

AI Accountant (AiA) is building an AI-native platform transforming accounting and bookkeeping workflows. We simplify compliance, automate financial operations, and help businesses operate with clarity and confidence. Backed by global investors like Y Combinator, we are scaling fast and building a team that combines speed, ownership, and sharp execution.

Mission & Vision

Mission: Simplify and automate financial workflows using AI to empower modern businesses. Vision: Become the most trusted AI-driven financial operating system globally.

Job Summary

We are looking for an Implementation Specialist - Tally to help customers successfully onboard and adopt our platform. This is an individual contributor role that sits at the intersection of customer success, implementation, and accounting operations.

Key Responsibilities

• Own end-to-end onboarding and integration of customer Tally environments with the platform.
• Ensure smooth implementation, configuration, and successful go-live for customers.
• Drive product adoption by training and enabling finance and accounting teams on platform usage.
• Act as the primary point of contact for implementation, product, and accounting-related queries.
• Understand customer accounting workflows and recommend best practices to maximize value realization.
• Collaborate with Product, Engineering, and Customer Success teams to resolve issues and improve the customer experience.

Requirements

Must Have

• Bachelor's degree in Commerce, Accounting, Finance, or a related field.
• Strong understanding of Tally ERP and accounting workflows.
• Knowledge of bookkeeping, GST, financial statements, and accounting processes.
• 2-5 years of experience in implementation, customer success, onboarding, accounting operations, or finance-related roles.
• Excellent communication and stakeholder management skills.
• Strong problem-solving and troubleshooting abilities.

Good to Have

• Experience implementing accounting or fintech software products.
• Prior experience working with SMB finance teams.
• Exposure to ERP systems and business software integrations.
• Familiarity with SaaS products and customer onboarding processes.

Benefits

• Upskilling Policy – Get access to courses, tools, and resources to keep learning and growing.
• Team Outings – Offsites and outings to celebrate milestones and build deeper bonds.
• Engagement Initiatives – Hackathons, open demos, and game nights designed to spark creativity and fun.
• Flexible Work-from-Home – Up to 12 days of remote work every 6 months.
• Menstrual WFH – Women employees can avail up to 3 WFH days per month—no questions asked.
• Mobility Benefits – Relocation support and travel allowance for smooth onboarding.
• Parental Support – Maternity, paternity, and adoption leave—because your family matters.