Overview:
We are seeking a highly organized, technology-driven, and process-oriented Karbon CRM Specialist to lead the implementation, optimization, and ongoing management of Karbon CRM for a growing accounting and tax planning firm. The ideal candidate has hands-on experience with CRM systems, workflow automation, process improvement, and business technology. Experience with Karbon CRM and accounting or CPA firm operations is highly preferred. This role will be responsible for ensuring that client data, workflows, tasks, deadlines, automations, and internal processes are properly configured and consistently maintained. The successful candidate will identify inefficiencies, improve workflow automation, and help maximize the firm’s use of Karbon and other connected technology platforms.
Key Responsibilities:
Karbon CRM Implementation & Management
- Assist with the implementation, setup, and ongoing management of Karbon CRM.
- Create, organize, and maintain accurate client profiles and records.
- Configure workflows, tasks, assignments, deadlines, and recurring processes.
- Build and maintain standardized workflow templates for accounting and tax operations.
- Monitor CRM activity and ensure workflows are being followed consistently.
- Maintain accurate and organized client information and documentation.
- Identify opportunities to improve Karbon utilization across the firm.
- Troubleshoot CRM, workflow, and process-related issues.
- Coordinate solutions for technical or system-related challenges when necessary.
Workflow & Process Optimization
- Analyze existing workflows and identify inefficiencies or bottlenecks.
- Design and implement improved processes for client onboarding, task management, tax workflows, and internal operations.
- Standardize processes to improve consistency and accountability.
- Improve task routing, reminders, follow-ups, and deadline tracking.
- Monitor workflow performance and recommend ongoing improvements.
AI Automation & Systems Integration
- Identify repetitive manual processes that can be automated.
- Build and maintain AI-powered automations and workflows within Karbon and connected platforms.
- Develop automated reminders, notifications, task assignments, and follow-up processes.
- Assist with integrating Karbon with other business software and systems.
- Evaluate AI and automation tools that can improve efficiency and productivity.
- Document automation processes and maintain system workflows.
Reporting & CRM Administration
- Monitor workflow activity, task completion, and deadline performance.
- Prepare reports and dashboards related to workflow status and operational efficiency.
- Track overdue or stalled tasks and escalate issues when appropriate.
- Maintain CRM data accuracy and identify incomplete or outdated records.
- Provide recommendations to leadership based on workflow and system insights.
Team Support & Training
- Support team members in effectively using Karbon CRM.
- Provide guidance on workflow processes, task management, and CRM best practices.
- Create and maintain process documentation and standard operating procedures.
- Help drive adoption and consistent use of CRM workflows across the organization.
Required Qualifications:
- Hands-on experience with CRM systems and workflow management.
- Experience with Karbon CRM is highly preferred.
- Strong understanding of business process mapping and workflow optimization.
- Experience with automation tools and AI-powered workflows.
- Strong analytical and problem-solving skills.
- Excellent organizational and project management abilities.
- Strong attention to detail and data accuracy.
- Ability to troubleshoot system and workflow issues.
- Strong written and verbal English communication skills.
- Ability to work independently and proactively identify areas for improvement.
Preferred Qualifications:
- Experience working with an accounting, bookkeeping, tax, or CPA firm.
- Experience implementing or optimizing Karbon CRM.
- Experience with CRM integrations and connected business software.
- Familiarity with automation platforms and AI tools.
- Experience creating SOPs, workflow documentation, and training materials.
- Knowledge of tax and accounting operational workflows.
Success Measures:
- Karbon CRM is properly implemented, organized, and consistently maintained.
- Client records and workflow data remain accurate and up to date.
- Task completion and deadline visibility improve across the organization.
- Manual processes are reduced through effective automation.
- Workflow bottlenecks and inefficiencies are identified and addressed proactively.
- Team adoption and effective use of Karbon CRM increase over time.
- Leadership has improved visibility into workload, deadlines, workflow progress, and operational performance.
Schedule:
- Full-time (40 hours per week)
- Monday- Friday
- 9:00 AM- 5:00 PM
