Onboarding Support Specialist

July 30

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Karbon

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The collaborative practice management platform for accounting firms

Accountants • Growth • Software as a service • Workflow management • Practice management

51 - 200

💰 $66M Series B on 2022-02

Description

• Consolidate and import data, along with QA review • Create and edit customer templates • Prioritize and manage requests, including updating requesters and ticketing system on task completion • Complete customer and or project account setup and tracking • Assist with customer report requests; consolidate final reports for uploading in various systems • Verify and validate customer’s information for offboarding • Remove customer information from systems • Assist the sales, customer success, and services teams with contact management where needed • Assist with customer business review preparation • Follow up on customer survey requests • Support customer education content creation • Assist with other projects and initiatives as required to meet/exceed Karbon’s business objectives

Requirements

• 1+ years related work experience (or equivalent) • 1-2 years of customer service experience • BSIT preferred • Excellent facility in the English language, both oral and written • Experience in B2B account management, client services or comparable role • Keen attention to details & ability to work through complex problems using creative solutions • Good project management skills • Ability to distill complex issues into easy to understand recommendations that can be conveyed in writing & verbally • Highly motivated and self-directed • Advanced knowledge of Google Suite and MS Office applications, especially Excel • Basic familiarity with Internet technologies (HTML, FTP, cookies, web beacons, etc.)

Benefits

• Industry leading benefits package including medical, dental and vision insurance for you and up to three eligible dependents • 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