Senior Implementation Specialist

Socket.dev; United States; Remote; USD 95,000 - 108,000; Full time

Benefits offered by this job

Paid time off

Medical benefits

Dental coverage

Vision coverage

Work-from-home stipend

Career development

Flexible benefits

Job summary

Karbon is seeking a Senior Implementation Specialist to guide enterprise customers through onboarding, data migration, implementation, and training on the Karbon platform. You will act as project manager, consultant, and change coach to ensure rapid value realization.

Responsibilities include leading kickoff meetings, workshops, and training; advising on workflow design and best practices; and driving adoption while ensuring data integrity and timely delivery.

Qualifications

• 3–5+ years of experience in B2B SaaS implementations.
• 2+ years of end-to-end technical implementation experience.
• Strong project management skills with multiple concurrent projects.
• Excellent communication and presentation abilities.

Responsibilities

• Own the customer implementation journey as the project manager for enterprise accounts.
• Communicate across executive sponsors, firm administrators, and end users to align priorities.
• Lead kickoff meetings, configuration workshops, and training sessions.
• Advise customers on best practices in workflow design and change management.
• Coach firms through change management and drive adoption.
• Ensure data integrity during migrations using Excel and other tools.
• Identify risks and intervene to keep projects on track.
• Collaborate with Sales, Customer Success, Product, and Support for smooth handoffs.
• Deliver measurable ROI and support long-term success with Karbon.
• Utilize AI tools in day-to-day implementation work to optimize processes.

Skills

B2B SaaS Implementations

Project management

Stakeholder communication

Change management

Data migrations

Customer-facing

Tools

Excel

Job description

About Karbon

Karbon is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work certification and on Fortune magazine's Best Small Workplaces List.

About the Role

As a Senior Implementation Specialist at Karbon, you’ll serve as the trusted guide for our largest customers, leading them through onboarding, data migration, implementation, and training. You’ll act as the project manager, consultant, and change management coach, ensuring customers achieve rapid time-to-value and long-term success on the Karbon platform.

• Own the customer implementation journey : Act as the project manager for enterprise accounts, building and maintaining detailed project plans, tracking milestones, and ensuring all deliverables are completed on time.
• Communicate across multiple stakeholders : Partner with executive sponsors, firm administrators, and end users to align priorities, clarify responsibilities, and drive accountability.
• Facilitate structured onboarding : Lead kickoff meetings, consultative process reviews, configuration workshops, and training sessions tailored to firm needs.
• Provide professional guidance : Advise customers on best practices in workflow design, firm operations, and change management to maximize adoption and business impact.
• Coach through change management : Help firms prepare their teams for new processes, encouraging adoption and managing resistance.
• 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 : Spot early warning signs of delays or adoption issues and proactively intervene to keep projects on track.
• Collaborate internally : Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.
• Deliver measurable value : Drive outcomes that demonstrate ROI for customers and set them up 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.

About You

• You have 3-5+ years of experience in B2B SaaS Implementations
• You have 2+ years of end-to-end technical implementation experience
• You are experienced in project management and comfortable managing multiple customer projects simultaneously.
• You thrive in customer-facing environments, facilitating workshops and executive-level conversations with confidence.
• You have excellent communication and presentation skills, capable of translating technical concepts into clear, actionable steps.
• You are consultative by nature, with the humility to listen and the confidence to challenge firms to rethink their processes.
• You have a 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 resilient and adaptable, thriving in dynamic environments where change is constant.
• You are comfortable working remotely and managing your time independently.

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.

Why work at Karbon

Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines

• Excellent benefits package including:
• Paid Flexible Time Off with an encouraged 3 weeks use per year
• Company paid medical for you and eligible spouse/partner and dependents
• Company paid dental and vision and eligible spouse/partner and dependents
• Fully company funded short and long term disability
• Fully company paid life insurance
• 401(k) with company matching
• Flexible Spending Account
• Up to 8 weeks paid parental leave
• Work-from-home stipend
• 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

The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs. It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case.

The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits.

The estimated base salary range for this role is: $95,000 — $107,500 USD

Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role! We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. Generally, if you are a good person, we want to talk to you.

At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!