Onboarding Support Specialist

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.

• 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.

• 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.