Karbon · 3 weeks ago
Customer Success Manager
Karbon is the global leader in practice management software for growth-minded accounting firms. As a Customer Success Manager, you will take ownership of your own clients, providing consultative advice and driving successful projects to enhance client value and retention.
Information TechnologyProductivity ToolsProject ManagementSaaSTask Management
Responsibilities
Create and own a quarterly success strategy for your customer portfolio
Build strong relationships with your customers, use empathy to understand their challenges in order to become an expert at driving value with Karbon
Become a product expert for our Invoicing & Payments product and act as the regional resource to help train and manage customers through to adoption
Manage upcoming customer renewals
Stay up to date with our Product Roadmap and promote, demo and relay information about upcoming features to customers
Monitor customer health and usage metrics to work proactively
Advocate for your customers internally and provide important customer insights to other departments such as Product, Sales and Support
Qualification
Required
Physically based in the US and confident working autonomously in a remote role, whilst be willing to travel occasionally to our customers offices to carry out site visits and attend events (approximately 5-10% of your time)
Experience in a B2B SaaS enablement role (Success, Services, Consulting, Training, Account Management) with a track record of success
A strategic thinker who can play-to-win and you are comfortable carrying a target
Great relationship building skills
Excellent communication & presentation skills
Tenacious - always looking for a better way to serve your customers, such as providing useful information or sharing best practice
Curious - You want to know how the best accounting firms operate and love to share this insight far and wide in a consultative way
Effective project management skills, including ability to manage resources on a cross-functional team
Preferred
A subject matter expert in the accountancy software market
Benefits
Paid Flexible Time Off with an encouraged 3 weeks use per year
Company paid medical for you and eligible spouse/partner and dependents
Company paid dental and vision and eligible spouse/partner and dependents
Fully company funded short and long term disability
Fully company paid life insurance
401(k) with company matching
Flexible Spending Account
Up to 8 weeks paid parental leave
Work-from-home stipend
Company
Karbon
Karbon is a workstream collaboration platform for growing teams and enterprises to combine emails, discussions, tasks, and workflows.
Funding
Current Stage
Growth StageTotal Funding
$102.3MKey Investors
TidemarkCIBC Innovation BankingFive Elms Capital
2023-09-18Series Unknown· $10.5M
2022-02-08Series B· $66M
2021-08-05Debt Financing· $5M
Recent News
Seattle TechFlash
2025-10-03
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