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Job Description
Karbon, a global leader in practice management software, is seeking an Onboarding Support Specialist. This role is based in Cebu, Philippines. The Onboarding Support Specialist will be responsible for assisting the sales, customer success, and services teams with various tasks related to customer onboarding and support.

Responsibilities:
  • Consolidating and importing data, along with QA review
  • Creating and editing customer templates
  • Prioritizing and managing requests, including updating requesters and ticketing system on task completion
  • Completing customer and/or project account setup and tracking
  • Assisting with customer report requests and consolidating final reports for uploading in various systems
  • Verifying and validating customer’s information for offboarding
  • Removing customer information from systems
  • Assisting the sales, customer success, and services teams with contact management where needed
  • Assisting with customer business review preparation
  • Following up on customer survey requests
  • Supporting customer education content creation
  • Assisting with other projects and initiatives as required to meet/exceed Karbon’s business objectives

Requirements:
  • 1+ years related work experience (or equivalent)
  • 1-2 years of customer service experience
  • 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.)

Karbon offers:
  • 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
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Karbon

Karbon is a global leader providing practice management software for accounting firms. Its cloud platform streamlines workflow and enhances team collaboration. Karbon serves customers across 34 countries, with a distributed team in the US, Australia, New Zealand, Canada, the UK, and the Philippines. The company is known for its rapid growth, top ranking on G2, and a team culture based on strong values.

All Jobs at Karbon (49)