About this role.
Karbon is seeking a contract Implementation Specialist with deep firsthand experience using Karbon in accounting-firm environments. The role partners with firm leaders and administrators to map operational processes into scalable workflows, work templates, and configurations within the platform. Responsibilities include implementation delivery, stakeholder workshops, onboarding, training, adoption support, and change management across multiple customer engagements. The specialist will also collaborate with internal sales, customer success, product, and support teams while using AI-enabled tools to improve documentation and workflow design.
Role DNA
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Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
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Core skills
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Sample interview questions
I would begin with stakeholder discovery sessions to understand services, deadlines, ownership, handoffs, exceptions, and current pain points. I would map the highest-impact workflows first, validate the proposed future state with firm leaders and administrators, then configure repeatable work templates and clear responsibilities in Karbon. I would document decisions and use pilot feedback to refine the configuration before broader rollout.
I would identify the specific sources of resistance, such as unclear benefits, training gaps, or concern about additional work. Then I would connect the new workflow to tangible outcomes such as fewer missed deadlines, better visibility, and less manual follow-up, while providing role-specific training and practical job aids. Early champions and visible quick wins are important for building momentum across the firm.
I use a milestone-based plan for each engagement, with clear next actions, owners, risks, and deadlines. I prioritize customer-blocking configuration items, upcoming launch dates, and activities that unlock early value, while communicating proactively if dependencies or scope changes affect timing. Regular status reviews help maintain accountability and prevent small issues from becoming implementation delays.
An effective template reflects the firm's real service delivery process while remaining simple enough for consistent use. It should define logical task sequencing, ownership, due dates, dependencies, client communication needs, review points, and reporting requirements. I would avoid overengineering and build templates that can be repeated, measured, and improved as the firm matures.
I would use approved AI tools to accelerate first drafts of documentation, training materials, workflow ideas, and meeting summaries, then review and tailor all outputs with professional judgment. I would follow company and customer data-handling policies, avoid entering sensitive information into unapproved tools, and clearly validate recommendations before presenting them. AI should reduce administrative effort while the consultant remains accountable for accuracy and customer outcomes.
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
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.
As a Karbon Expert, You Will Be Involved With
Workflow Consulting
- 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.
Implementation Delivery
- 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.
Training & Adoption
- 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 adoption across the firm: Work with firm leaders and administrators to reinforce adoption and ensure teams are consistently using Karbon to manage their work.
Change Management
- Guide operational change: Help stakeholders navigate the transition to new workflows and processes enabled by Karbon.
- Address adoption challenges: Identify areas where teams may struggle with change and provide practical strategies to support adoption.
- Reinforce best practices: Ensure firms adopt scalable processes and working habits that support long-term operational efficiency.
Cross-Functional Collaboration
- Collaborate internally: Partner with Sales, Implementation, Customer Success, Product, and Support teams to ensure smooth customer handoffs and share insights that improve customer outcomes.
- Contribute to continuous improvement: Provide feedback on customer needs, workflow patterns, and implementation challenges to help improve Karbon’s product and services delivery.
- Leverage AI to enhance delivery: Use AI tools, including ChatGPT and AI-enabled workflow automation, to support template design, documentation, and workflow optimization.
About You
- You have experience working within an accounting firm and understand how firms manage client work, deadlines, and team collaboration.
- You have deep hands-on experience using Karbon in real-world firm environments.
- You are comfortable consulting with firm leaders, administrators, and operations teams to design and improve workflows.
- You enjoy translating operational processes into structured systems and workflows.
- You have experience guiding teams through operational or technology change.
- You are confident facilitating meetings, workshops, and training sessions with customer stakeholders.
- You are organized and comfortable managing multiple customer engagements or implementation projects simultaneously.
- You have strong communication skills and can translate complex ideas into clear, practical guidance.
- You are adaptable and thrive in environments where solutions must be tailored to each firm’s unique processes.
- You are comfortable working remotely and managing your time independently.
Bonus points if you have
- Experience designing or managing workflow processes inside an accounting firm
- Experience leading or supporting software implementations
- Background in firm operations, practice management, or workflow optimization
- Experience facilitating workflow discovery sessions or process design workshops
- Experience delivering software training or onboarding sessions
- Experience working in startup or high-growth SaaS environments
Why Work at Karbon?
- Gain global experience across USA, New Zealand, UK, and Canada
- 4 weeks annual leave plus 5 extra “Karbon Days” off a year
- Flexible working environment
- Work with (and learn from) an experienced, high-performing team
- Be part of a fast-growing company that firmly believes in promoting high performers from within
- A collaborative, team-oriented culture that embraces diversity, invests in development, and provides consistent feedback
- Generous parental leave
Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links.
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. 😛
If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at people.support@karbonhq.com for a confidential discussion.
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!
Annual salary information is not provided for this position. Explore salary ranges for similar roles in our Salary Directory ›
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