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# Implementation Specialist

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[Apply for this job](#job-application)[View company](https://jobicy.com/company/karbon.md)ShareRemote from[UK](https://jobicy.com/job-region/uk.md)SalaryUndisclosedDepartment[Project & Program Management](https://jobicy.com/categories/project-management.md)EmploymentFull TimeExperienceSeniorPublished16 Oct 2026Apply before15 Nov 2026Listing views62Application actions5Application 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 seeking an Implementation Specialist to lead end-to-end SaaS onboarding for small and mid-sized accounting firms. The role manages project plans, milestones, data migrations, configuration, training, stakeholder alignment, and implementation risk escalation. Success depends on helping customers adopt Karbon quickly, establish effective workflows, and realize early value from the platform. This remote, customer-facing role requires 2–4+ years of B2B SaaS implementation experience, strong organization, and the ability to explain technical concepts clearly. The specialist will collaborate closely with Sales, Customer Success, Product, and Support while independently managing several customer projects.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

4/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe position combines concurrent customer project delivery with technical data migration, configuration, training, and change-management work. It requires sound judgment to identify adoption or timeline risks early while maintaining a high-quality customer experience.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate$75,000US market range (per year)$65k–$90k0$99.00k

AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. No employer compensation is disclosed. The annual figures are AI estimates in USD for a mid-level B2B SaaS Implementation Specialist; the yearly cadence is inferred from the full-time professional role and standard market convention.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[SaaS implementation](https://jobicy.com/jobs?search_keywords=SaaS%20implementation.md)[Customer onboarding](https://jobicy.com/jobs?search_keywords=Customer%20onboarding.md)[Project management](https://jobicy.com/jobs?search_keywords=Project%20management.md)[Data migration](https://jobicy.com/jobs?search_keywords=Data%20migration.md)[Excel](https://jobicy.com/jobs?search_keywords=Excel.md)[Software configuration](https://jobicy.com/jobs?search_keywords=Software%20configuration.md)[Customer training](https://jobicy.com/jobs?search_keywords=Customer%20training.md)[Stakeholder management](https://jobicy.com/jobs?search_keywords=Stakeholder%20management.md)[Change management](https://jobicy.com/jobs?search_keywords=Change%20management.md)[Risk management](https://jobicy.com/jobs?search_keywords=Risk%20management.md)[Workflow optimization](https://jobicy.com/jobs?search_keywords=Workflow%20optimization.md)[Technical communication](https://jobicy.com/jobs?search_keywords=Technical%20communication.md)[B2B SaaS](https://jobicy.com/jobs?search_keywords=B2B%20SaaS.md)[Customer success](https://jobicy.com/jobs?search_keywords=Customer%20success.md)[AI workflow automation](https://jobicy.com/jobs?search_keywords=AI%20workflow%20automation.md)

Sample interview questionsHow do you manage several customer implementations with competing milestones?I create a clear project plan for each customer with owners, dependencies, milestones, and risk indicators. I review priorities frequently, communicate changes early, and escalate blockers before they affect delivery dates or adoption.

Describe your approach to a data migration that has incomplete or inconsistent source data.

I first define the required data structure and validation rules, then work with the customer to identify gaps, duplicates, and formatting issues. I use structured templates and test imports, reconcile results with the customer, and document any decisions before the final migration.

How would you train users with different levels of technical confidence?

I tailor training to each audience's day-to-day tasks and use practical scenarios rather than feature-heavy demonstrations. I provide clear follow-up resources, check understanding during sessions, and offer targeted reinforcement for users who need additional support.

What would you do if a customer resisted changing an established workflow during implementation?

I would first understand the underlying concern and the business outcome they are trying to protect. I would then connect the recommended workflow to their goals, demonstrate a low-risk path to adoption, and agree on measurable milestones that build confidence.

How do you identify and communicate implementation risk?

I monitor engagement, data readiness, decision-making speed, scope changes, and milestone completion against the project plan. When I identify a risk, I explain its impact, propose practical mitigation options, align on owners and deadlines, and escalate when additional support is needed.

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.

### About the Role:

As an Implementation Specialist, you will lead customers through onboarding, data migration, implementation, and training for small to mid-sized firms. You’ll act as a trusted partner during the implementation phase, supporting customers as they adopt Karbon and ensuring they achieve rapid time-to-value and long-term success on the Karbon platform.

As an Implementation Specialist, you will…

* Own the customer implementation journey: Manage end-to-end implementation projects for small to mid-sized accounts, building and maintaining project plans, tracking milestones, and ensuring deliverables are completed on time, escalating complexity as needed.
* Communicate across multiple stakeholders: Partner primarily with firm administrators and key users to align priorities, clarify responsibilities, and maintain momentum throughout the implementation.
* Facilitate structured onboarding: Lead kickoff meetings, configuration sessions, and training sessions using established frameworks and playbooks, adapting delivery to customer needs.
* Provide professional guidance: Guide customers on Karbon best practices for workflow setup and day-to-day usage, helping firms establish efficient and repeatable processes.
* Coach through change management: Help customers prepare their teams for new processes, reinforce adoption, and address common questions or resistance during implementation.
* 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: Monitor project progress and flag potential delays or adoption challenges early, escalating risks to senior team members when appropriate.
* Collaborate internally: Partner with Sales, Customer Success, Product, and Support teams to ensure seamless customer handoffs and capture valuable feedback.
* Deliver measurable value: Help customers achieve early wins and milestones that demonstrate value and set the foundation 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 2-4+ years of experience in B2B SaaS Implementations
* You have experience with end-to-end technical implementations
* You are comfortable managing multiple customer projects simultaneously with clear priorities and organization.
* You enjoy customer-facing work and are confident in facilitating meetings and training sessions with administrators and end users.
* You have strong communication and presentation skills and can translate technical concepts into clear, actionable guidance.
* You are consultative and curious, open to feedback, and eager to grow your implementation and advisory skills.
* You have 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 adaptable and resilient, thriving in environments where processes and priorities continue to evolve.
* 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
* Flexible work hours
* Commuter & work from home benefits
* Home office equipment menu for you to choose how you deck out your home office
* Cultural and offsite events
* Learning and development opportunities
* Generous parental leave
* Performance based and globally benchmarked pay
* Employee Assistance Program
* Up to 10 wellness days (because you don’t need to be “sick” to stay well)
* Karbon Fun / Social Club!
* Up to 5 weeks paid vacation
* 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

–

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/155422-implementation-specialist-3.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

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