Onboarding Data & Operations Specialist

Karbon, Inc.; Hinoba-an; Hybrid; PHP 391,000 - 603,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

WFH allowance

Rice subsidy

Meal allowance

Laundry allowance

Paid time off

Sick leave

Internet subsidy

Bonus program

Learn from team

Startup culture

Flexible work

Job summary

Karbon is a global leader in AI-powered practice management software for accounting firms, actively onboarding new clients and delivering data-driven setup and lifecycle support. This role ensures clean data, efficient configurations, and timely delivery to enable successful customer outcomes.

You will consolidate data, configure templates, manage requests, and assist with reporting and offboarding. The ideal candidate thrives on detail, works well with cross‑functional teams, and uses Excel and

Qualifications

• 1+ year of relevant work experience in operations, onboarding, customer support, or client services.
• 1–2 years of customer service experience, with comfort supporting customers and internal stakeholders.
• Experience in B2B account management, client services, or a comparable role preferred.

Responsibilities

• Consolidate, import, and QA customer data during onboarding and lifecycle events.
• Create, configure, and maintain customer templates and system setups.
• Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress and completion.
• Complete customer and project account setup, tracking status and ensuring accuracy across systems.
• Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms.
• Verify and validate customer information during offboarding and ensure proper data removal from systems.
• Support Sales, Customer Success, and Services teams with contact management and operational requests.
• Assist with preparation for customer business reviews and follow up on customer survey requests.
• Support the creation and maintenance of customer education and enablement content.
• Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks to improve accuracy and efficiency.
• Contribute to ad hoc projects and initiatives aligned with Karbon's business objectives.

Skills

Google Workspace

Microsoft Office

Excel

Data management

Attention to detail

Education

Bachelor’s degree in Information Technology or related field

Job description

Karbon is a global leader in AI-powered practice management software for accounting firms, actively onboarding new clients and delivering data-driven setup and lifecycle support. This role ensures clean data, efficient configurations, and timely delivery to enable successful customer outcomes.

You will consolidate data, configure templates, manage requests, and assist with reporting and offboarding. The ideal candidate thrives on detail, works well with cross‑functional teams, and uses Excel and