Implementation Specialist - Expert

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.

Karbon Experts are practitioners turned advisors. Professionals who have lived the day-to-day operations of an accounting firm and now help other firms operationalize those workflows inside Karbon.

As a Karbon Expert, you will partner with accounting firms to design, implement, and optimize the workflows that power their day-to-day operations in Karbon.

This role combines workflow consulting, implementation leadership, and customer enablement. You will leverage your firsthand experience working within accounting firms and your deep knowledge of Karbon to help customers translate their operational processes into scalable systems within the platform.

Karbon Experts play a key role in helping firms successfully adopt Karbon. While the role includes workflow consulting and template design, it also frequently involves leading or supporting end-to-end implementations, guiding customers through onboarding, configuration, training, and adoption to ensure they achieve rapid time-to-value and long-term success.

• Consult on firm workflows:
  Partner with firm leaders and administrators to understand how their firm operates and translate those processes into structured, scalable workflows within Karbon.
• Design work templates:
  Lead customers through the design and optimization of Karbon work templates to ensure processes are efficient, repeatable, and aligned with accounting firm best practices.
• Apply practical industry expertise:
  Leverage your firsthand experience working within accounting firms to provide real‑world guidance on how firms operationalize their services, deadlines, and client work inside Karbon.
• Guide best practices:
  Advise customers on how to structure work, manage capacity, track deadlines, and collaborate across teams using Karbon’s platform capabilities.

• Lead or support implementations:
  Guide customers through onboarding, configuration, and implementation of Karbon, ensuring a structured and successful transition to the platform.
• Manage implementation milestones:
  Help define project milestones, track progress, and guide customers through key stages of implementation to maintain momentum and accountability.
• Facilitate onboarding activities:
  Lead kickoff sessions, discovery discussions, workflow configuration workshops, and implementation working sessions with firm stakeholders.
• Ensure configuration accuracy:
  Support customers in setting up contacts, work templates, and operational workflows to ensure their Karbon environment reflects their firm’s processes.
• Drive implementation outcomes:
  Help customers achieve early wins during implementation by prioritizing key workflows and operational processes that demonstrate immediate value.

• Deliver training sessions:
  Facilitate training sessions that help firm teams understand, adopt, and confidently use Karbon workflows, templates, and collaboration features.
• Support user enablement:
  Provide practical guidance that helps teams incorporate Karbon into their daily operations and establish consistent working habits.
• Drive…