Implementation Specialist
Skills
Software As A ServiceAdoptionCustomer SuccessData IntegrityFacilitationImport OperationsPresentation Skills
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.
