Job Description

Due to continuing growth, we are seeking a detail-oriented, tech-savvy specialist to lead the implementation and ongoing optimization of Karbon, our firm-wide practice management platform, and provide support across other key business applications. You will play a critical role in onboarding new firms onto our systems, ensuring accurate setup and seamless API functionality across systems. Your contributions will directly impact operational efficiency, data integrity, and user adoption across the organization.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 states with much more growth on the horizon. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

System Implementation & Optimization

• Lead end-to-end setup of systems for newly acquired firms, including configuring global settings, importing client data, activating integrations (especially with NetSuite), and creating standardized project templates.
• Collaborate with onboarding teams and firm leadership to understand each firm’s structure and ensure Karbon is tailored accordingly.
• Conduct post-implementation follow-ups to confirm adoption and resolve setup issues.

Ongoing Support

• Act as the internal go-to resource for workflow technical expertise, responding to user requests, resolving errors, and troubleshooting data discrepancies.
• Support the adoption of additional workflow modules and features by offering live guidance and assisting with data uploads/configurations.
• Partner with operations and analytics teams to maintain clean and actionable data.
• Monitor the custom-built API integration between systems. Track failures, identify root causes or recurring patterns, and work with our developers to resolve or enhance API performance.
• Provide regular updates on API health and recommend process or system improvements.

Systems Administration & License Management

• Help manage user licensing across SaaS platforms (e.g., NetSuite, Microsoft 365, Rightworks, etc.), ensuring efficient assignment and deactivation to avoid waste and maintain security.
• Collaborate with HR and IT during employee onboarding/offboarding to ensure timely access provisioning and deprovisioning.
• Maintain documentation for internal systems and processes to support continuity and transparency.

What we look for:

• 2–5 years of experience in systems administration, SaaS implementation, or business applications support
• Experience with workflow systems such as Karbon, NetSuite, or similar platforms (e.g. Asana, Click-Up, Monday) is strongly preferred
• Strong data handling skills (e.g., Excel, CSV imports, data mapping)
• Analytical mindset with the ability to detect patterns and propose solutions
• Excellent organizational skills and attention to detail
• Strong interpersonal communication and comfort supporting non-technical users
• Self-starter mindset with the ability to thrive in a remote-first environment

What we offer:

• Opportunity for advancement within a rapidly growing professional services firm
• Competitive compensation
• 401(k) and medical benefits

Where we work:

• This position allows you to work on a hybrid schedule but expect to be in-office more often than not (especially at the beginning.)