Offer summary

Qualifications:

1+ years related work experience, 1-2 years of customer service experience, BSIT preferred, Advanced knowledge of Google Suite and MS Office applications.

Key responsabilities:

Consolidate and import data with QA review

Assist with customer report requests and account setup

Job description

About Karbon

Karbon is the global leader in practice management software for growth-minded accounting firms. We provide an award-winning, highly collaborative cloud platform that streamlines work and communication, enabling the average accounting firm using Karbon to save 16 hours per week, per employee.

We have customers in 34 countries and have grown into a globally distributed team, with our people based throughout the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on G2, have a fantastic team culture built on our values, are growing rapidly, and making a global impact.

As an Onboarding Support Specialist you will...

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

About you

Candidates with following experience are encouraged to apply:

1+ years related work experience (or equivalent)
1-2 years of customer service experience – since customer support representatives work directly with customers to solve end-user issues and answer questions, it’s essential that you have strong customer service skills.
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.)

Why work at Karbon?

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

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!

Required profile