Onboarding Support Specialist

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Full description

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. As an Onboarding Support Specialist, you’ll play a critical role in ensuring customer data, configurations, and operational setup are accurate, complete, and delivered on time during onboarding and ongoing lifecycle events. This is a detail-driven, execution-focused role that supports Sales, Customer Success, and Services by keeping customer systems clean, reliable, and ready for success. You’ll work behind the scenes to manage data imports, account setup, reporting requests, and operational tasks that directly impact customer experience and internal efficiency. About the Role • Consolidate, import, and QA customer data during onboarding and lifecycle events. • Create, configure, and maintain customer templates and system setups. • Manage and prioritize inbound requests, updating ticketing systems and stakeholders on progress and completion. • Complete customer and project account setup, tracking status and ensuring accuracy across systems. • Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms. • Verify and validate customer information during offboarding and ensure proper data removal from systems. • Support Sales, Customer Success, and Services teams with contact management and operational requests. • Assist with preparation for customer business reviews and follow up on customer survey requests. • Support the creation and maintenance of customer education and enablement content. • Leverage AI-assisted tools to support data validation, documentation, and repetitive operational tasks to improve accuracy and efficiency. • Contribute to ad hoc projects and initiatives aligned with Karbon’s business objectives. About You! • 1+ year of relevant work experience in operations, onboarding, customer support, or client services. • 1–2 years of customer service experience, with comfort supporting customers and internal stakeholders. • Experience in B2B account management, client services, or a comparable role preferred. • Strong attention to detail with the ability to work through complex, process-driven tasks accurately. • Solid project and task management skills with the ability to prioritize competing requests. • Ability to translate complex issues into clear, actionable recommendations—both written and verbal. • Highly motivated, self-directed, and comfortable working independently. • Advanced proficiency in Google Workspace and Microsoft Office, especially Excel. • Basic familiarity with internet technologies (HTML, FTP, cookies, web beacons, etc.). • Bachelor’s degree in Information Technology or related field preferred, or equivalent experience. Why Work at Karbon? • Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Also: • Work-from-home allowance • Rice subsidy • Meal allowance per working day • Laundry allowance • 15 paid time off days per year (which includes 5 Karbon Days per year) • 7 Sick leave days per year • Internet and work-from-home subsidy • Discretionary bonus program • 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 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!