Karbon is the collaborative practice management platform for accounting firms.
It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Karbon

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customer-success-manager

Karbon is a leading collaborative practice management platform designed specifically for accounting firms. It enhances visibility and control over firm operations, automates tasks, and standardizes processes to increase efficiency and productivity. Karbon integrates artificial intelligence to automate tasks, speeding up workflows and strengthening team collaboration. It offers features such as team collaboration, workflow automation, project management, and email management, along with client and document management solutions. The platform serves small to large firms and enterprises, including private equity and M&A, providing enterprise-grade security, a client portal, eSignatures, and integrations with popular apps. Karbon aims to unite accounting teams in a single platform, improving collaboration and operational efficiency. Designed to save resources and time, the software claims to save every employee an average of 18.5 hours per week, according to customer surveys. With a focus on automation, connectivity, and control, Karbon consistently ranks as a leader in accounting practice management software.

Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

• 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

Senior Customer Success Manager

Senior Customer Success Manager owning renewals, expansion, and measurable outcomes for accounting firms using Karbon’s AI-powered practice management software. Advising executives and influencing product strategy through customer insights.

• 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 owning renewals, expansion, and customer outcomes for Karbon’s AI-powered accounting practice management platform. Advising accounting firms and influencing product strategy through data-backed insights.

• Create and own a success strategy for the customer portfolio, identifying churn risk and expansion opportunities
• Own renewal and expansion strategy, including cross-sell and upsell opportunities
• Drive Net Revenue Retention through product adoption and expanded seat usage
• Use dashboards, usage analytics, health metrics, and AI-driven tools to prioritize actions and identify opportunities and risks
• Build customer relationships and provide consultative advice on practice management best practices
• Scope and lead projects that drive meaningful change for accounting firms
• Stay current on the product roadmap; promote, demo, and relay upcoming features
• Develop fluency in accounting firm operations and translate Karbon capabilities into practical value
• Identify churn indicators and take action aligned with customer goals
• Advocate for customers internally and share insights with Product, Sales, and Support
• Collaborate with Implementation, Support, and Education across the customer lifecycle

Customer Success Manager – Mid Market

Customer Success Manager growing client portfolios for Karbon’s AI-powered accounting practice-management platform. Driving renewals, expansion, adoption, and customer value.

• Build and maintain strong customer relationships as the main point of contact
• Manage a large portfolio of SMB accounts and maximize Karbon's value for users, stakeholders, and businesses
• Drive product adoption and help customers achieve measurable success
• Proactively prevent churn and manage renewals
• Resolve customer issues with support and product teams
• Use customer data and feedback to inform strategies and improve the customer experience
• Work cross-functionally with sales, marketing, and product teams
• Identify at-risk renewals or churn and collaborate on corrective action plans
• Encourage customer advocacy and support testimonials and case studies

Customer Success Manager – SMB

Customer Success Manager managing and retaining SMB accounts for Karbon’s AI-powered accounting practice-management platform. Driving adoption, renewals, and customer advocacy.

• Create and own a quarterly success strategy for the customer portfolio
• Identify churn risks and opportunities to maximize revenue with healthy accounts
• Build strong customer relationships and understand customer challenges
• Provide consultative advice and drive value with Karbon
• Scope and lead successful projects to drive change
• Manage upcoming customer renewals
• Stay up to date with the product roadmap
• Promote, demonstrate, and communicate upcoming features to customers
• Monitor customer health and usage metrics proactively
• Advocate for customers internally
• Provide customer insights to Product, Sales, and Support
• Drive retention and expansion, typically reported as Net Growth or NDR

Customer Success Manager helping accounting firms maximize value from Karbon’s AI-powered practice-management platform. Owning renewals, customer health, retention, and expansion.

Karbon

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Senior Customer Success Manager

Karbon

Senior Customer Success Manager

Karbon

Customer Success Manager – Mid Market

Karbon

Customer Success Manager – SMB

Karbon

Customer Success Manager – Mid Market

Karbon