Karbon

Operations

• Report to the CEO and work across every department
• Build internal automations and AI agents to remove repetitive manual work across Sales, Customer Success, Implementation, Support, and Operations
• Connect AI to existing systems through APIs and MCP servers
• Extend Karbon’s MCP server into a routing proxy between Claude and internal data sources
• Implement Okta authentication, department-based RBAC, request logging, spend attribution, and audit capabilities
• Build connectors through configuration entries after Security approval
• Prototype, harden, and hand tools to the teams that use them
• Manage Claude access, provisioning, seat requests, model and tool access, connector approvals, and Slack workflows
• Run the connector security review pipeline with Security
• Own the AI-tool spend dashboard, including Claude, Cursor, Codex, and Linear AI
• Develop an ROI framework covering adoption, hours saved, cost per seat, and project impact
• Run the AI champions program and maintain champion cadences and hub pages
• Own offboarding workflows to capture and reassign projects and skills
• Build and maintain the AI wiki and department documentation
• Establish AI usage standards with department leads
• Deliver practical, repeatable team training
• Maintain a shared library of prompts, skills, and patterns
• Define metrics for AI cost, adoption, delivery, and quality
• Build data pipelines for metrics and publish regular executive reports

AI Operations Lead

Account Executive

• Identify and manage leads and opportunities
• Demonstrate Karbon’s value and communicate compelling reasons to change
• Lead technical demonstrations of Karbon’s AI-powered practice management platform
• Respond promptly to prospective customers and book discovery calls with inbound leads
• Uncover prospect pain points and tailor presentations
• Drive and expand the prospect portfolio through outbound engagement and call activity
• Create Outreach sequences and custom campaigns using phone, email, e-gifting, and LinkedIn
• Secure meetings with decision makers in ideal customer profile accounts
• Build and maintain a pipeline worth at least 3 times quota
• Secure next-step meetings throughout the sales process
• Maintain accurate and timely call notes, meeting notes, documentation, forecasts, and next steps in Salesforce and Gong
• Demonstrate how Karbon’s value proposition aligns with client requirements
• Use Gong for call analysis and ChatGPT/Gemini to synthesize discovery notes, automate follow-up emails, and conduct competitive research

Account Executive – Mid Market

Customer Success Manager

• Drive measurable value realization within the first 90 days post-sale, aligning onboarding outcomes to defined business KPIs
• Own renewal and expansion strategy, including cross-sell and upsell opportunities
• Drive Net Revenue Retention through product adoption, seat expansion, and multi-threaded engagement
• Build and manage renewal forecasts 90–120 days in advance
• Develop relationships with decision-makers, economic buyers, and operational leaders
• Enable internal champions with success plans, ROI articulation, and executive-ready materials
• Develop accounting-firm domain fluency and translate product capabilities into business outcomes
• Diagnose workflow inefficiencies and align product capabilities to measurable improvements
• Create and maintain Success Plans tied to customer KPIs and growth objectives
• Conduct executive-level business reviews
• Identify churn indicators using behavioral data, health metrics, and qualitative insight
• Develop save plans and contribute to scalable retention methodologies
• Partner with Sales on expansion strategy and complex renewal negotiations
• Collaborate with Implementation, Support, Education, Marketing, Product, and Engineering teams
• Translate customer insights into structured, data-backed product feedback
• Leverage AI-driven tools, usage analytics, dashboards, and insights to prioritize actions

Senior Customer Success Manager

• Drive measurable value realization within the first 90 days post-sale, aligning onboarding outcomes to defined business KPIs
• Own renewal and expansion strategy, including cross-sell and upsell opportunities
• Drive Net Revenue Retention through product adoption, seat expansion, and multi-threaded engagement
• Build and manage renewal forecasts 90–120 days in advance
• Develop relationships with decision-makers, economic buyers, and operational leaders
• Enable internal champions with success plans, ROI articulation, and executive-ready materials
• Develop accounting firm domain fluency and translate product capabilities into strategic outcomes
• Diagnose workflow inefficiencies and align product capabilities to measurable improvements
• Create and maintain Success Plans tied to customer KPIs and growth objectives
• Conduct executive-level business reviews
• Identify churn indicators using behavioral data, health metrics, and qualitative insight
• Develop structured save plans when customer risk emerges
• Contribute to scalable retention methodologies
• Partner with Sales on expansion strategy and complex renewal negotiations
• Collaborate with Implementation, Support, Education, Marketing, Product, and Engineering teams
• Translate customer insights into data-backed product feedback and influence roadmap priorities
• Leverage AI-driven tools, usage analytics, dashboards, and insights to identify opportunities, risks, and productivity gains
• Drive cross-functional alignment to deliver measurable customer outcomes