Who We Are:
At K1x, we are revolutionizing the tax software sector with innovative technology that brings clarity, efficiency, and control to intricate K-1 and partnership reporting. Our platform empowers top firms and institutions by streamlining data management, automating compliance processes, and providing insights that enhance client results. As a rapidly growing Series B SaaS company, we have earned the trust of tax and accounting professionals who appreciate accuracy and collaboration. Each team member contributes directly to how clients engage with our technology and services, with Account Managers being pivotal to this goal.
Role Overview:
This role is dynamic and demands high levels of ownership, presenting new challenges and opportunities daily to address significant client issues. It is particularly well-suited for individuals who excel in diverse, action-oriented environments and prefer direct interaction with clients over extended enterprise processes. As an Account Manager at K1x, you will be the main contact for a portfolio of clients within the tax and financial services industry.
Your responsibilities will include managing renewals, promoting usage, and uncovering growth opportunities while cultivating long-lasting relationships based on trust and measurable success. This position merges commercial accountability, client collaboration, and strategic communication. You will facilitate Quarterly Business Reviews (QBRs), oversee intricate renewals and upsell strategies, and work closely with the Product, Support, and Finance teams to ensure clients fully benefit from K1x's offerings.
This role is perfect for someone who thrives in a fast-paced setting, is comfortable engaging with executives, and adopts a proactive, data-driven strategy for enhancing client satisfaction and growth.
What You’ll Do:
Client Ownership and Retention
- Own a portfolio of clients, driving satisfaction, renewal and growth
- Serve as a trusted advisor who understands client workflows, goals, and metrics
- Lead renewal and expansion discussions with insights and commercial positioning
Strategic Partnership and QBRs
- Lead business reviews with key stakeholders to reinforce ROI, identify growth areas
- Build annual and quarterly account plans aligned to client priorities and K1x objectives
- Translate usage and performance data into actionable recommendations for clients
Cross-Functional Collaboration
- Partner with Product, Finance and Commercial teams to drive results, timely resolution
- Surface client insights and product feedback to help shape roadmap priorities
- Partner with Sales on cross-sell and expansion initiatives within assigned accounts
Adoption and Value Realization
- Monitor account health metrics and proactively address adoption gaps
- Coach clients on best practices and new features to drive ongoing platform engagement
- Use data storytelling to demonstrate impact and deepen client investment in K1x
Escalation Management
- Lead client escalations with clarity and composure
- Coordinate internal teams to deliver eSective solutions quickly
- Maintain transparency and trust throughout the resolution process
Requirements
To be successful in this role, you will:
- Spend the majority of your time engaging directly with clients through meetings, QBRs, and strategic discussions
- Own client renewals while partnering with sales to drive additional account expansion
- Deliver compelling QBRs and executive updates that connect value to measurable business outcomes
- Use adoption data and client feedback to identify risk early, strengthen engagement, and lead cross-functional resolution
- Build relationships of trust that position K1x as a long-term partner rather than a vendor
What you Bring:
- 5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields
- Proven ability to own renewals, manage complex accounts, and negotiate contracts
- Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures
- Experience presenting to senior decision-makers and running structured business reviews
- Data mindset with comfort using CRM and analytics tools to forecast and monitor client health
- Excellent communication and relationship skills with a consultative, solutions approach
- Experience in a startup or high-growth environment, with a desire to shape how things are built and improved as the business scales
Benefits
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401K
- Be part of a team redefining how tax professionals manage complex reporting through automation and insight
- Work directly with leading firms and institutions at the center of the tax and financial ecosystem
- Collaborate with smart, mission-driven peers who take pride in solving hard problems together
Top Skills
What We Do
K1X is transforming the K-1 tax process by digitizing and streamlining how alternative investment data is delivered, accessed, and managed. We provide AI-powered solutions that extract, structure, and distribute K-1 information—replacing PDFs with a seamless digital experience trusted by the nation’s leading funds, investors, and accounting firms.
Why Work With Us
K1X is redefining the K-1 tax process with AI-powered technology that turns PDFs into a seamless digital experience. We’re a fast-growing, remote-first team building the future of tax tech—where innovation, ownership, and impact are core to everything we do.
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