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Leads and develops an Account Management team, setting quotas and managing pipeline, renewals, forecasts, and expansion strategy. Personally owns strategic accounts, conducts QBRs, manages executive relationships, and drives renewals and growth. Partners cross-functionally with Product, Support, Finance, Services, and Sales, while handling escalations and using customer adoption data to improve retention and identify whitespace opportunities.

Lead workflow-aligned product demonstrations and support sales through objection handling and RFP responses. Guide accounting firms through onboarding, system setup, tax filing workflows, training, and critical deadlines. Assist with escalations, identify client risks, coordinate transitions to Account Management, and provide feedback to Product and Marketing. The role requires deep tax workflow knowledge, strong client-facing communication, and experience in SaaS solution consulting or implementation.

Own budgeting, rolling forecasts, financial modeling, SaaS metric reporting, variance analysis, scenario planning, and FP&A process improvements. Partner with executives, department leaders, Accounting, investors, and the board on decision support, reporting, growth initiatives, resource allocation, and potential M&A activity. Ensure forecasts align with accounting actuals and support the scaling of a PE-backed SaaS finance function.

Own and relaunch K1x’s demand generation function, setting strategy, pipeline targets, budgets, KPIs, and channel mix. Lead a small marketing team and agencies while managing digital campaigns, ABM, hosted events, lifecycle nurture, and customer expansion programs. Build reporting and attribution, collaborate with Sales and RevOps on funnel performance, and optimize spending based on ROI. Present results to leadership and develop scalable programs for a rapidly growing B2B SaaS company.