Karbon

Digital Customer Success Lead

Karbon$120K — $150K *
US-AnywhereRemote in United States
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-6 years in customer success with experience in running a digital or tech-touch program.
  • Proven ability to design automated customer lifecycle journeys.
  • Experience working with customer health data and usage signals.
  • Strong written communication skills for customer-facing materials and documentation.
  • Familiarity with AI tools for enhanced customer success workflows.
  • Operational mindset focused on establishing measurement metrics before launching programs.
  • Collaborative approach with a focus on low ego and adaptability in uncertain environments.

Responsibilities

  • Design and own the digital customer journey for SMBs, focusing on onboarding to renewal.
  • Build and manage lifecycle email and in-app campaigns for driving product adoption.
  • Identify retention indicators and create proactive engagement playbooks.
  • Leverage AI tools to automate outreach and personalize communications.
  • Define and track metrics to report on program performance and customer health.
  • Collaborate cross-functionally with teams like Marketing and Product on customer messaging.
  • Run scalable webinar programs to educate customers and enhance product usage.

Benefits

  • Generous benefits package including health, dental, and vision coverage.
  • Opportunities for professional development and continuous learning.
  • Flexible working arrangements across various locations in the USA.
  • Participation in a mission-driven organization focused on transformational change.
  • Potential for competitive equity grants and target bonuses associated with performance.
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.


As we hire across various locations within the USA we are required by law to include a reasonable estimate of the compensation range for this role.

The range provided is broad and takes into consideration a wide range of factors that are reviewed when making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs.

It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The base salary is one component of the total compensation package, which for some roles may include a target bonus, for some roles very competitive equity grant, and very generous benefits. While we believe competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are!

The estimated base salary range for this role is:

$120,000-$150,000 USD

Please be aware that Karbon will only contact you via email from our domain, karbonhq.com. If you receive an email from any other domain, please do not click any of those links.

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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