Customer Success Manager - SMB

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.

In this role, you will be responsible for managing a large portfolio of SMB customers, with a focus on achieving Karbon's key goals, such as maintaining a high annual logo retention. Your success will be driven by your ability to work efficiently and strategically, using automation tools to deliver consistent value and create frequent wins for a wide customer base each day. You will play a vital role in ensuring long-term customer satisfaction, driving retention, and fostering growth across your accounts.

• Build and maintain strong customer relationships, acting as the main point of contact.
• Manage a large portfolio of SMB accounts, maximizing the impact and value of Karbon for users, stakeholders, and their businesses.
• Drive product adoption, helping customers see measurable success with the solution.
• Proactively prevent churn and manage renewals.
• Resolve customer issues in collaboration with support and product teams.
• Use customer data and feedback to inform strategies and improve the experience.
• Work cross-functionally with sales, marketing, and product teams.
• Proactively identify at-risk renewals or churn, collaborating with internal teams on corrective action plans.
• Encourage customer advocacy and support testimonials and case studies.

Candidates with the following experience are encouraged to apply:

• Experience: more than 2 years in a customer success or account management experience, ideally in SaaS or technology 
• Technical Skills: Intermediate proficiency in Google Sheets and/or Excel.
• Customer-Centric Track Record: Proven success in delivering outstanding customer experiences and ability to manage multiple accounts
• Communication & Presentation: Excellent presentation skills, with confidence engaging executives and leaders.
• Problem-Solving Ability: Skilled at identifying customer pain points and mapping product features to solutions.
• Written & Verbal Communication: Clear, effective communicator who adapts easily to different communication methods.
• Collaboration: Team-oriented, fostering a cooperative environment that promotes learning and growth.
• Tools Familiarity: Experience with Vitally, Salesforce and Slack is highly desirable.
• Educational Background: Bachelor’s degree in Accounting, Business, Communications, Information Technology, Finance, or Psychology preferred, providing a solid foundation for the role.

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!