Strategic Customer Success Manager

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.

Have you got what it takes to succeed The following information should be read carefully by all candidates.

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.

About the Role :

We are looking for a proactive and experienced individual who has managed enterprise customer relationships in the B2B SaaS space.

Responsibilities :

Client Relationship Management

• Serve as the main point of contact for a portfolio of strategic customers, ensuring their needs are met and value is continuously delivered.
• Develop and maintain strong, trusted relationships with customers, ensuring high engagement and satisfaction, including the ability to identify and effectively engage new stakeholders at the executive level.
• Act as a customer advocate within Karbon, providing insights to product and leadership teams to enhance our offerings.

Strategic Planning & Execution

• Develop and own a quarterly success and expansion strategy for your customer portfolio, focusing on identifying growth and retention opportunities for your accounts.
• Leverage behavioral data to evaluate your book of business and develop communication strategies driving the greatest impact at scale.
• Lead strategic discussions with customers to mutually identify opportunities for expansion and deepening of the engagement.
• Identify at-risk accounts and develop strategies to mitigate churn, ensuring customer retention.
• Collaborate closely with customers to create tailored Success Plans that align Karbon’s solutions with their strategic goals, ensuring that these plans drive measurable outcomes and long-term success.

Customer Success Strategies

• Maintain regular, proactive communication with customers, providing updates, gathering feedback, and addressing concerns.
• Track and report on key customer success metrics, including customer health, satisfaction, and retention.
• Master the Karbon platform to help customers maximize efficiency and value. Regularly promote, demo, and provide insights on upcoming features and product enhancements.
• Work closely with Sales, Product, Education, and Support teams to align on customer goals and deliver a seamless experience across the customer journey.

Requirements :

• At least 4 years of experience in a B2B SaaS enablement role (Customer Success or Account Management) with a proven track record of driving retention and managing a successful expansion pipeline.
• Proven success leading customers through change management.
• Comprehensive experience with Customer Success best practices.
• Strong follow-up skills, ensuring that customer needs and expectations are consistently met.
• Ability to work in a fast-paced, dynamic environment.
• Strong problem-solving skills, with a proactive and solutions-oriented mindset.
• Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to stakeholders at all levels.
• Demonstrated ability to analyze customer data, develop strategic plans, and implement solutions that drive business outcomes.
• Comfortable working autonomously in a remote role while being a collaborative team player.
• A relentless focus on customer success, always seeking to provide value and optimize customer experiences.
• Ability and willingness to travel for customer meetings and industry events, representing Karbon with professionalism and enthusiasm.

Bonus points if you have :

• Previous experience working at a company that sells Workflow, Accounting, or Project Management software.
• Deep knowledge and previous experience using Karbon.
• Startup environment experience.

Why work at Karbon?

• Gain global experience across Australia, New Zealand, UK, and Canada.
• Strong benefits package including :
• Flexible Time Off with an encouraged 4 weeks use per year.
• Company paid medical for you and eligible spouse / partner and dependents.
• Paid dental and vision for eligible spouse / partner and dependents.
• 401(k) with company matching.
• Flexible Spending Account.
• Up to 8 weeks paid parental leave.
• Work-from-home stipend.
• Work with (and learn from) an experienced, high-performing team.
• A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback.
• Be part of a fast-growing company that firmly believes in promoting high performers from within.

Karbon embraces diversity and inclusion, aligning with our values as a business. We encourage you to apply even if your past experience doesn't perfectly align with the criteria.

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.

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