About Karbon

Karbon is the premium work management platform for the accounting industry and has become indispensable for firms around the world to support their team and navigate the sudden shift to remote work. Karbon brings planning, clients, work, and communication together in one place where it belongs, so even if the firm has to work remotely, they're all together online.

Founded in San Francisco, we have grown into a globally distributed team with our people in the Bay Area, Seattle, San Diego, Reno, Sydney, Canberra, Melbourne, New Zealand and the United Kingdom. We are well-funded, have a fantastic team culture, are growing rapidly, and making a global impact.

Do you enjoy having responsibility for the successful onboarding of new customers? Are you motivated by thinking creatively to plan custom onboarding packages? Do you take pride in helping our clients succeed while constantly looking for opportunities to deliver value to them?

As a Sr. Services Manager at Karbon, you'll join an amazing team to provide leadership to customers by way of onboarding, data migration, and training on the Karbon platform, driving client satisfaction and ensuring that considerable value is realised by key clients on our platform.


As a Senior Services Manager, you will...

  • Serve as the project manager for accounting firms to guide them through the onboarding process, and help them get the highest possible value from the product
  • Lead meetings regularly with clients; including kick-off meetings, consultative process sessions, and design training plans
  • Manage a team of trainers and process consultants to ultimately complete a successful onboarding
  • Interact with our success, product, engineering, API, and data teams to design elegant solutions for our clients
  • Support our implementation specialists with coaching and support as they lead implementations for smaller accounting firms
  • Serve as product level expert for existing customers. As our CSM team has complex problems to solve they will bring you in to meetings to solve challenges
  • Work with clients to import their data (contacts and work items) into Karbon using excel and various excel tools

About You:

  • Have leadership experience in the accounting industry
  • Ability to manage multiple tasks and relationships while remaining positive and upbeat. 
  • Comfortable working with executives of multi-million dollar accounting practices
  • Able to “own the room” and have a winsome personality
  • Excellent communication skills with the ability to explain detailed material in an easy-to-understand way
  • You are able to answer questions clearly and concisely on the fly
  • Consultative nature with a humble confidence to challenge firms to think about their processes differently
  • You enjoy solving complex problems and thinking outside the box
  • You are an Excel data wrangler 
  • You enjoy detailed/intricate work and data integrity

Bonus points if you have:

  • Implemented accounting software (GL migrations, ERP implementations)
  • Lead teams through large software changes in the past
  • Previous experience working at a company that sells Workflow, Accounting, or Project Management software
  • Deep knowledge and previous experience using Karbon
  • Startup environment experience

Why work at Karbon?

  • Unlimited Vacation policy (5 weeks annual leave* for our UK, aussie and kiwi mates)
  • Paid Medical, dental and vision coverage (US)
  • 401k matching
  • Competitive salary that is benchmarked each year and adjusted as needed to keep up with market rates
  • Opportunity to be part of building a global product
  • True ownership and autonomy over the work you do
  • 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


*note that the 5th week for AU/UK/NZ  After accruing four weeks of annual leave you are allowed to go into the 5th week and it is forgiven each year.

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