Insurance Implementation Specialist Jobs (NOW HIRING)

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.

• 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.

• 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
• Excellent benefits package including:
• Paid Flexible Time Off with an encouraged 3 weeks use per year
• Company paid medical for you and eligible spouse/partner and dependents
• Company paid dental and vision and eligible spouse/partner and dependents
• Fully company funded short and long term disability
• Fully company paid life insurance
• 401(k) with company matching
• Flexible Spending Account
• Up to 8 weeks paid parental leave
• Work-from-home stipend
• 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