[All remote jobs](https://jobicy.com/jobs.md)[![Karbon logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/13eaf3d2-221.png)](https://jobicy.com/company/karbon.md)[Karbon](https://jobicy.com/company/karbon.md) # Onboarding Support Specialist Review the role, location requirements, compensation details, and application process before deciding whether this opportunity fits your next career move. [Apply for this job](#job-application)[View company](https://jobicy.com/company/karbon.md)ShareRemote from[Philippines](https://jobicy.com/job-region/philippines.md)SalaryUndisclosedDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceOpen levelPublished1 Oct 2026Apply before31 Oct 2026Listing views33Application actions2Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. AI Summary ## The role, at a glance. Karbon is hiring an Onboarding Support Specialist to manage the operational details of customer onboarding and lifecycle changes. The role focuses on importing and validating customer data, configuring accounts and templates, handling tickets, preparing reports, and supporting offboarding data removal. This position works closely with Sales, Customer Success, and Services teams to ensure customer systems are accurate, complete, and ready for use. Candidates need strong attention to detail, spreadsheet proficiency, customer-service experience, and the ability to independently prioritize process-driven work. The position is based in Cebu, Philippines, and includes operational support for a global B2B SaaS organization. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 3/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 4/5IndependentCollaborative AI insightThe work is early-career to intermediate but requires consistent accuracy across data imports, account configuration, reporting, and offboarding tasks. The pace may be demanding because the specialist must manage concurrent inbound requests and coordinate clearly with several internal teams. ## Salary analysis Estimated compensation compared with the broader US market for similar roles. Estimated job medianHighly competitive$55,000US market range$45k–$65k0$72k AI insightNo actual salary was disclosed in the posting; the listed allowances and discretionary bonus are not base-pay disclosures. For US market comparison only, this is an estimated annual base-salary range of $45,000 to $65,000 for an early-career onboarding/customer operations specialist, with an estimated midpoint of $55,000. Actual compensation for the Cebu-based role may differ materially by local market, employer pay structure, and experience. ## Core skills Skills and capabilities most closely associated with this opportunity. [Customer onboarding](https://jobicy.com/jobs?search_keywords=Customer%20onboarding.md)[Customer support](https://jobicy.com/jobs?search_keywords=Customer%20support.md)[Customer operations](https://jobicy.com/jobs?search_keywords=Customer%20operations.md)[Data import](https://jobicy.com/jobs?search_keywords=Data%20import.md)[Data validation](https://jobicy.com/jobs?search_keywords=Data%20validation.md)[Account setup](https://jobicy.com/jobs?search_keywords=Account%20setup.md)[Ticket management](https://jobicy.com/jobs?search_keywords=Ticket%20management.md)[Excel](https://jobicy.com/jobs?search_keywords=Excel.md)[Google Workspace](https://jobicy.com/jobs?search_keywords=Google%20Workspace.md)[B2B SaaS](https://jobicy.com/jobs?search_keywords=B2B%20SaaS.md) Sample interview questionsHow would you ensure a customer data import is accurate before it is completed?I would first confirm the required file format, field mappings, and data-quality rules. I would clean obvious issues such as duplicates or missing required fields, run a sample import where possible, reconcile record counts and key values after import, and document any exceptions before confirming completion. How do you prioritize several onboarding and support requests that arrive at the same time? I assess each request by customer impact, deadline, dependency, risk, and effort. I address time-sensitive blockers first, communicate expected timelines in the ticketing system, and keep stakeholders updated if priorities change or additional information is needed. Describe how you would communicate a complex operational issue to a non-technical stakeholder. I would explain the issue in plain language, state its customer or business impact, and provide a recommended next step with a clear owner and timeline. I would avoid unnecessary technical jargon while retaining enough detail for the stakeholder to make an informed decision. What steps would you take when offboarding a customer and removing their data? I would follow the documented offboarding checklist, verify the customer and account scope, confirm retention or deletion requirements, remove or deactivate data in the relevant systems, and record evidence of completion. I would escalate any uncertainty about data handling or access controls to the appropriate team. How have you used spreadsheets or similar tools to improve operational accuracy? I use spreadsheets to standardize input formats, apply validation rules, identify duplicates, reconcile lists, and track request status. Functions, filters, conditional formatting, and clear documentation help reduce manual errors and make the work easier to audit. Opportunity details ## About this role. 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. As an Onboarding Support Specialist, you’ll play a critical role in ensuring customer data, configurations, and operational setup are accurate, complete, and delivered on time during onboarding and ongoing lifecycle events. This is a detail-driven, execution-focused role that supports Sales, Customer Success, and Services by keeping customer systems clean, reliable, and ready for success. You’ll work behind the scenes to manage data imports, account setup, reporting requests, and operational tasks that directly impact customer experience and internal efficiency. ### About the Role * 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. ### About You! * 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. * Strong attention to detail with the ability to work through complex, process-driven tasks accurately. * Solid project and task management skills with the ability to prioritize competing requests. * Ability to translate complex issues into clear, actionable recommendations—both written and verbal. * Highly motivated, self-directed, and comfortable working independently. * Advanced proficiency in Google Workspace and Microsoft Office, especially Excel. * Basic familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.). * Bachelor’s degree in Information Technology or related field preferred, or equivalent experience. ### Why Work at Karbon? * Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Also: * Work-from-home allowance * Rice subsidy * Meal allowance per working day * Laundry allowance * 15 paid time off days per year (which includes 5 Karbon Days per year) * 7 Sick leave days per year * Internet and work-from-home subsidy * Discretionary bonus program * Work with (and learn from) a very experienced team * Be part of a startup team that will continue to grow around you * Flexible approach to work environment (we believe in trust and autonomy) * A culture of open communication, consistent feedback, and full transparency into company results, metrics, and financial position 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! Show more [Apply now >](https://jobicy.com/jobs/154325-onboarding-support-specialist.md) > Annual salary information is not provided for this position. 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