Implementation Specialist

Skills
Software As A ServiceAdoptionCustomer SuccessData IntegrityFacilitationImport OperationsPresentation Skills
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 2-4+ years of experience in B2B SaaS implementations
  • Experience with end-to-end technical implementations
  • Ability to manage multiple customer projects simultaneously
  • Confidence facilitating meetings and training sessions
  • Strong communication and presentation skills
  • Ability to translate technical concepts into clear guidance
  • Consultative mindset with curiosity and openness to feedback
  • Strong attention to detail and follow-through
  • Comfort working with data and systems
  • Adaptability in evolving environments
  • Ability to work remotely and manage time independently

Nice to have

  • Accounting industry knowledge
  • Tax industry knowledge
  • Workflow software experience
  • Project management software experience
  • Software onboarding experience
  • Enterprise implementation experience
  • Change management knowledge
  • Startup experience
  • High-growth SaaS experience
  • Karbon product knowledge

Day to day

  • Lead small to mid-sized customers through onboarding, data migration, implementation, and training with a structured and professional approach.
  • Manage end-to-end implementation projects by building project plans, tracking milestones, and coordinating deliverables across multiple stakeholders.
  • Guide customers on best practices, support change management, and help ensure accurate data imports and early value realization on the Karbon platform.