Karbon

Digital Customer Success Lead

Karbon$90K — $120K *
US-AnywhereRemote in Canada
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years in customer success, focusing on scaled digital or tech-touch CS program.
  • Experience in designing automated customer lifecycle journeys.
  • Familiarity with customer health data and usage signals for program design.
  • Strong written communication skills for effective customer-facing copy.
  • Experience using AI tools in customer success workflows.
  • Operational rigor in setting up measurement before program launches.
  • Collaborative and comfortable with ambiguity.

Responsibilities

  • Design and own the digital customer journey for the SMB segment.
  • Build and manage lifecycle email and in-app campaigns to drive adoption.
  • Identify leading indicators of retention and create proactive engagement playbooks.
  • Leverage AI tools to automate outreach and personalize customer communication.
  • Define metrics, track program performance, and report on segment health.
  • Collaborate cross-functionally with Product, Marketing, and Implementation teams.
  • Build and run scalable webinar programs to deepen product adoption.

Benefits

  • Paid Flexible Time Off with an encouraged 3 weeks use per year.
  • Company paid medical, dental, and vision coverage for employees and dependents.
  • Fully funded short and long-term disability and life insurance.
  • 401(k) with company matching to support retirement savings.
  • Flexible Spending Account for pre-tax benefits.
  • Up to 8 weeks paid parental leave for new parents.
  • Work-from-home stipend to support remote work needs.
Full Job Description
About the Role

We're hiring a Digital Customer Success Lead. This is a builder role. You will design and operate the digital-first success motion for our SMB segment. This includes automated lifecycle journeys, scalable adoption programs, and AI-powered interventions. This is a hands-on role at a company that moves fast - expect to build, measure, iterate, and own outcomes.
  • Design and own the full digital customer journey for the SMB segment, from onboarding through renewal - automated touchpoints, milestone triggers, adoption nudges, and health-based interventions.
  • Build and manage lifecycle email and in-app campaigns that drive product adoption and surface value at the right moments, using behavioral and health score signals.
  • Identify the leading indicators of retention in this segment and create proactive playbooks that engage our customers.
  • Leverage AI tools to automate outreach, personalize communication at scale, and improve the efficiency of the digital CS motion.
  • Instrument everything - define the metrics, track what's working, and report clearly on program performance and segment health.
  • Work cross-functionally with Product, Marketing, and Implementation to align messaging, timing, and channel strategy for SMB customers.
  • Build and run scalable webinar programs that educate customers and deepen product adoption across our customer base.
About You!
  • 3-6 years in customer success, with time spent building or running a scaled digital or tech-touch CS program with measurable outcomes.
  • Demonstrated experience designing automated customer lifecycle journeys - you've built one before and can build one again.
  • Comfort working with customer health data, usage signals, and segmentation to drive program design decisions.
  • Strong written communication skills - you write crisp, effective copy for customer-facing journeys and internal documentation.
  • AI-first mindset - you've used AI tooling in your CS workflows (automated outreach, smart triggers, analysis, or similar), have proven outcomes, and you stay current on what's emerging.
  • Operational rigor - you set up measurement before you launch programs, not after.
  • Collaborative, low-ego, and comfortable building in ambiguous environments.
  • Bias for action - you move from insight to hypothesis to test quickly, synthesize what you learn, and iterate without waiting for perfect conditions.
  • Strong cross-functional instincts - you understand how to stay aligned with Marketing, Product, and other partners, keep projects moving, and give and receive feedback effectively at every level.

Bonus Points if you have:
  • Experience in B2B SaaS serving SMB customers.
  • Experience managing offshore team members.
  • Background in accounting, professional services software, or fintech.
Why Work at Karbon?
  • Gain global experience across the USA, Australia, New Zealand, UK, Canada and the Philippines
  • Excellent benefits package including:
    • Paid Flexible Time Off with an encouraged 3 weeks use per year
    • Company paid medical for you and eligible spouse/partner and dependents
    • Company paid dental and vision and eligible spouse/partner and dependents
    • Fully company funded short and long term disability
    • Fully company paid life insurance
    • 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

About Karbon

Karbon is a workstream collaboration platform that brings teams together to get work done. It combines email, discussions, tasks and powerful workflows to keep everything organized and in one place. Karbon is designed to help businesses work collaboratively and efficiently, with a focus on transparency and accountability. The platform is used by accounting firms, bookkeepers and other professional service businesses around the world.
Learn more about Karbon
Size
50 employees
Industry
Founded
2017
Revenue
$10 million

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