--- title: 'Onboarding Support Specialist at Karbon' canonical: 'https://feeny.ai/job/onboarding-support-specialist-karbon-cebu-q5cgw8eckv10' type: 'job' last_seen: '2026-09-14' --- # Onboarding Support Specialist at Karbon - **Company:** Karbon - **Location:** Cebu, Philippines - **Posted:** 2026-09-09 - **Last confirmed live:** 2026-09-14 - **Apply:** https://job-boards.greenhouse.io/karbon/jobs/6187322004 ## Job description ## About Karbon 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. ## About the Role - 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. About You! - 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. Why Work at Karbon? - Industry-leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Also: - 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 Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links. 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! ## About Karbon ## Company Overview - **One-liner**: Karbon provides a cloud-based practice management platform that enables accounting firms to streamline work, communication, and collaboration. - **Entity Type**: Private (venture-backed, $102.3M total funding across 9 rounds) - **Headquarters**: San Francisco, California, United States - **Founded**: 2014 - **Founders**: Not publicly available in provided sources ## Core Business - **Primary industries**: Accounting and professional services practice management; software development for the accounting ecosystem. - **Target customers**: B2B – primarily accounting firms (from small to mid-sized and enterprise), as well as bookkeeping and tax professionals. - **Mission statement**: "To be the vital operating system for accounting firms worldwide" – providing innovative tools, sharing knowledge, and facilitating connectivity so firms can experience practice excellence. ## Products & Services - **Karbon Practice Management Platform**: A cloud-based, collaborative work and communication platform designed to centralize client work, tasks, emails, and projects. Features include workflow automation, billing and payments, client communication, and reporting. Ranked #1 on G2 for Accounting Practice Management for 18 consecutive quarters. - **Kai (AI Coworker)**: An AI-powered assistant that knows each firm’s clients, work, and team. Can handle tasks, answer questions using real firm data, and automate low-value administrative work. - **Automation & Efficiency Tools**: Includes templated workflows, automated data collection, standardized processes, and integrations with popular accounting ecosystem apps (APIs, ecosystem partnerships). - **Billing & Payments Module**: Integrated billing and payment capabilities to streamline revenue collection within the platform. ## Market Standing - **Valuation**: Not publicly disclosed. - **Key Metric** (Private): $102.3 million in total funding. Annual revenue not publicly disclosed; third-party estimate (LinkedIn) places it at $9.2M (treat as approximate). - **Notable Investors/Partners**: Not specified in provided sources; known to be backed by venture capital (multiple rounds). - **Growth Signals**: - 288 employees (+36.8% year-over-year, +112 people). - Customers in 34 countries; 33,000 accounting professionals use Karbon daily; 5.5 million jobs completed by customers in 2024. - Average savings of 18.5 hours per employee per week (self-reported in firm usage survey). - Ranked #1 on G2 for 18 consecutive quarters. - Expanding globally with team members in the US, Australia, New Zealand, Canada, UK, and Philippines. ## Competitive Advantages - **Category Leadership**: Consistently the #1 rated practice management software on G2 for over four years – a strong trust signal for buyers. - **Productivity Impact**: Proven, quantified time savings (18.5 hours/week/employee) that directly translate into firm profitability. - **Collaboration-First Design**: Built from the ground up for distributed and hybrid accounting teams, with integrated email, tasks, and client communication in one pane of glass. - **AI Moat**: Development of “Kai” – a firm-specific AI trained on real client data – creates a deepening data network effect and switching cost for users. - **Ecosystem Connectivity**: Strong API and integrations with other accounting tools (e.g., QuickBooks, Xero) and expanding partnerships further embed Karbon into firms’ daily workflows. ## Strategic Focus - **AI-Driven Automation**: Deep investment in AI (Kai) to automate routine admin tasks and provide intelligent insights, making the platform an indispensable “operating system” for firms. - **Global Scale**: Continued expansion into more countries and languages, targeting the large underserved market of accounting firms worldwide. - **Community & Thought Leadership**: Building a community of practice excellence through webinars, best-practice content, and user groups to drive adoption and loyalty. - **Platform Ecosystem**: Expanding API, marketplace, and integrations so Karbon becomes the central hub for firm technology stacks. ## Why Work Here - **Culture & Values**: Certified Great Place to Work™; emphasis on inclusive environment, open communication, consistent feedback, and professional development. - **Work Flexibility**: Genuine flexible work – remote, office, or hybrid; trust and autonomy are core, with no monitoring of hours/location. Distributed team across US, Australia, New Zealand, Canada, UK, and Philippines. - **Growth Opportunities**: Rapidly growing company (36% headcount increase YoY) with internal mobility paths, mentoring programs, and an Emerging Leaders Program. - **Perks & Benefits** (varies by region): - Paid flexible time off (plus 5 additional “Karbon days”) - Up to 10 wellness days; generous parental leave - Medical, dental, vision coverage (US: includes 401k matching; Australia: 6% KiwiSaver) - Home office equipment budget and internet assistance - Learning and development opportunities - Global Employee Assistance Program - Social club, cultural events, and offsite gatherings. ## Sources 1. [karbonhq.com/about](https://karbonhq.com/about) 2. [karbonhq.com/careers](https://karbonhq.com/careers) 3. [karbonhq.com](https://karbonhq.com/) 4. [job-boards.greenhouse.io/karbon](http://job-boards.greenhouse.io/karbon) 5. [linkedin.com/company/karbonhq](https://www.linkedin.com/company/karbonhq) ## Other roles at Karbon - [Educational Content Developer](https://feeny.ai/job/educational-content-developer-karbon-philippines-4bn2nwsya0af) — Philippines - [Business Development Representative](https://feeny.ai/job/business-development-representative-karbon-chicago-il-2aeq5v44tq25) — Chicago IL, United States - [Implementation Specialist - Karbon Expert (Contract)](https://feeny.ai/job/implementation-specialist-karbon-expert-contract-karbon-sydney-eckdj3er0tm7) — Sydney, Australia - [Customer Success Manager - SMB](https://feeny.ai/job/customer-success-manager-smb-karbon-united-states-ngqjyfhtnnzk) — United States - [Customer Success Manager - SMB](https://feeny.ai/job/customer-success-manager-smb-karbon-canada-mbaemf14vef7) — Canada - [Engineering Manager](https://feeny.ai/job/engineering-manager-karbon-sydney-51ztyns9k8zh) — Sydney, Australia - [Senior Implementation Specialist](https://feeny.ai/job/senior-implementation-specialist-karbon-united-states-z2ygedyfbg0v) — United States - [Human Resources Business Partner](https://feeny.ai/job/human-resources-business-partner-karbon-sydney-t6fk9k4ezz6c) — Sydney, Australia - [People Business Partner](https://feeny.ai/job/people-business-partner-karbon-sydney-mztc3jt9060w) — Sydney, Australia - [AppSec Engineer](https://feeny.ai/job/appsec-engineer-karbon-austin-tx-qsrg2ddf436g) — Austin TX, United States / Chicago IL, United States / Denver CO, United States / Los Angeles CA, United States / San Diego CA, United States / San Francisco CA, United States