Fully remote position
Preferred Locations: Central Time Zone or Eastern Time Zone
Who We Are:
We are K1X. Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, by bringing long- established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF based-process to an all-digital experience via our software solutions. Join us at the start of something exciting!
Your Role:
As an Enterprise Account Executive, you are responsible for engaging with our largest prospective and current customers. In this position you manage a book of current customers and look to expand with new customers within your territory. On a regular basis you will be responsible for consulting with VPs and C-Level Executives in the Financial Services Industry to help them solve their business challenges.
Requirements
Your Responsibilities:
- Closing Enterprise-level Deals
- Become an expert in the K1x platform and services offering
- Develop a strong understanding of key differentiators and the competitive landscape
- Build relationships and sell consultatively to VP and C-Level within targeted Financial Services accounts
- Bring in $1.2M+ of New Revenue in the year
- Act as a leader in our team selling environment. Enterprise Sales is a team sport and each team needs a leader. You’ll be expected to liaise well with members across departments at K1x
- Consistently manage pipeline data and info, sales activity and ability to accurately forecast
- Conferences, Events and Partnerships Support
- Engage with marketing and events team members to achieve goals outlined above
- Enterprise Sales Strategy
- Strategically drive complex transactions involving multiple executive level budget holders and decision makers to closure
- Engage in diligent prospecting by working with your SDR to develop a territory plan that ensures everyone in your region knows your name and how you can help them
- Help the organization understand how to better move upstream
Who You Are:
- Intelligent with a technical aptitude to position the benefits of our products
- Strong background, or a willingness to quickly learn, the ins and outs of the financial services and tax preparation and management industries
- Strategic mindset to drive and execute complex enterprise sales processes
- Proven success selling complex B2B SaaS solutions to C-level executives
- Selling in to Financial Services a plus
- Ability to navigate conversations around value, over features and functions
- 5+ years experience in SaaS sales
- Consultative sales style with the ability to thrive in a rapidly changing environment
- Extraordinary commitment to accurately tracking all customer engagement and activity through the use of Hubspot
- Strong project management and negotiation skills
- Extreme comfort as a self-starter
It's Truly a Match If You Have:
- 3+ years experience in Enterprise Sales
- Previous experience carrying and exceeded quotas of $1M+ (consistent earnings over-achievement in past roles)
- Consistent track record of success, closing complex and technical sales in highly competitive markets
Benefits
- Unlimited PTO
- Fully Remote Opportunity
- Benefits/401K
- Growing Startup Culture
- Stock Option Program
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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