Remote, Philippines Remote (Global) Employment

Karbon is hiring an Onboarding Support Specialist

Responsibilities

  • 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.

Requirements

  • 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.
  • 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.)

Nice to Have

  • Experience in B2B account management, client services, or a comparable role preferred.
  • Bachelor’s degree in Information Technology or related field preferred, or equivalent experience.

Benefits

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

Work Arrangement

Remote (Worldwide)

Additional Information

  • Meal allowance per working day
  • 15 paid time off days per year (which includes 5 Karbon Days per year)
  • 7 Sick leave days per year
Required Skills
operationsonboardingcustomer supportor client services.Google WorkspaceMicrosoft Officeespecially Excel.internet technologiesB2B account managementclient servicesor a comparable role preferred. operationsonboardingcustomer supportor client services.Google WorkspaceMicrosoft Officeespecially Excel.internet technologiesB2B account managementclient servicesor a comparable role preferred.
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About company
Karbon

The global leader in cloud practice management software, Karbon empowers accounting firms with an award-winning, highly collaborative platform that streamlines work and communication. The company enables firms to boost productivity, strengthen client relationships, and drive profit through automation and intelligent workflows.

With customers in 34 countries, Karbon saves the average employee 18.5 hours per week by automating tasks, standardizing processes, and improving team collaboration. The platform is purpose-built for accounting firms of all sizes, from small practices to large enterprises and private equity groups.

Karbon is ranked #1 on G2 and has received numerous accolades, including being named a Best Software Top 50 Accounting and Finance Product and a winner of the CPA Practice Advisor Innovation Awards. The company is committed to innovation, customer success, and building a world-class team culture.

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Job Details
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Posted 2 hours ago