About Karbon
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.
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.
Job Overview: We are seeking a highly skilled and motivated CRM Specialist with expertise in Salesforce to join our team. The ideal candidate will be responsible for optimizing the use of Salesforce to drive business efficiency and enhance customer relationships. This role involves managing Salesforce data, configuring workflows, supporting sales teams, and ensuring that Salesforce best practices are implemented across the organization.
Key Responsibilities:
- Salesforce Administration: Configure and manage Salesforce environments to meet business needs, including user setup, data management, security settings, reports, dashboards, and workflows.
- User Support & Training: Provide ongoing support and training for Salesforce users, ensuring that team members can effectively use the CRM platform to drive sales, marketing, and customer service efforts.
- Data Management: Maintain and clean CRM data, ensuring data integrity, accuracy, and consistency. Perform regular data audits to remove duplicates, update records, and ensure compliance with company policies.
- Process Optimization: Identify and implement Salesforce best practices to streamline sales processes, enhance customer relationship management, and improve team productivity.
- Reporting & Analytics: Design and generate custom reports and dashboards to provide insights into sales performance, lead generation, customer engagement, and other key metrics.
- Collaboration: Work closely with sales, marketing, and customer support teams to integrate Salesforce with other systems and ensure alignment in workflows and data sharing.
- System Customization: Customize Salesforce to meet evolving business needs, including the implementation of custom fields, page layouts, record types, and automation tools such as Process Builder and Flows.
- Automation & Integration: Leverage Salesforce automation tools (e.g., Process Builder, Flow Builder, Apex) to automate business processes, improve efficiency, and ensure consistent customer experiences.
- Stay Updated: Keep up-to-date with the latest Salesforce features, tools, and best practices, and recommend innovative solutions to improve CRM capabilities.
Qualifications:
- Experience: Minimum of 2-3 years of hands-on experience working with Salesforce CRM, with a focus on Salesforce administration, configuration, and customization.
- Certifications: Salesforce Certified Administrator (or equivalent) preferred. Additional Salesforce certifications (e.g., Sales Cloud, Service Cloud) are a plus.
- Technical Skills:
- Proficiency in Salesforce Lightning and Classic.
- Strong knowledge of Salesforce automation tools (Process Builder, Flow, Apex).
- Experience with Salesforce data import/export tools, reports, and dashboards.
- Familiarity with integrations between Salesforce and third-party tools.
- Analytical Skills: Ability to analyze and interpret data to make informed decisions, identify trends, and optimize CRM processes.
- Communication Skills: Excellent verbal and written communication skills. Ability to effectively train and support end-users and collaborate with cross-functional teams.
- Problem-Solving: Strong problem-solving skills with the ability to troubleshoot Salesforce-related issues and develop solutions efficiently.
- Attention to Detail: High attention to detail, ensuring CRM data and processes are accurately managed.
Preferred Skills:
- Experience in working with sales teams to implement CRM-driven sales strategies.
- Familiarity with Agile project management methodologies.
- Experience in Salesforce CPQ (Configure, Price, Quote) and/or Pardot is a plus.
What We Value
- Desire to learn and grow
- Bias towards action
- Team-oriented attitude, you derive joy from seeing others succeed
- Enthusiasm for, and interest in, how technology impacts the physical world we live in
- Sense of curiosity and challenge the status quo.
Why work at Karbon
- Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
- 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
- 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
- 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. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. 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. 😛
If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at [email protected] for a confidential discussion.
At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!
Top Skills
What We Do
Karbon provides a truly collaborative platform for accounting firms to manage workflows, communicate with teams and deliver exceptional client work.
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