Solutions Engineer

🕒 6 dias atrás

🌲 Oregon – Remoto

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⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💻 Engenheiro de Soluções

🦅 Patrocina Visto H1B

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👻 Score fantasma 12%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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K1X

11 - 50 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

Consulting • Healthcare • Legal

K1X é uma plataforma impulsionada por IA que se especializa na simplificação da conformidade tributária para investimentos alternativos, tanto para investidores quanto para consultores. A plataforma oferece várias soluções automatizadas, incluindo o K1 Aggregator para automatizar o recebimento e a análise de dados do Formulário K-1, o K1 Creator para produção digital dos formulários K-1, e o 990 Tracker para automação de relatórios e arquivamentos isentos. A K1X utiliza tecnologia de IA patenteada para garantir alta precisão e reduzir o tempo de extração manual de dados. Ela é projetada para melhorar a eficiência, reduzir custos e aumentar a transparência nos processos tributários, especialmente no que diz respeito aos investimentos alternativos.

Descrição

• Increase new client conversion through targeted demos and pre-sale support • Improve implementation success and reduce time to first value through structured onboarding execution • Drive client confidence through effective training, improving filing readiness and satisfaction • Identify and surface early risks or enablement gaps to Account Management • Reduce escalations by proactively guiding clients through setup, training, and usage milestones • Provide Sales, Product & Account Management feedback to improve the onboarding experience • Deliver demos tailored to client tax workflows, entity structure, and seasonality needs • Support Sales in objection handling and RFP responses with workflow-based consultation • Lead early-stage product webinars and education sessions for prospects • Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements • Train clients on system setup, filing workflows, and best practices for complex tax environments • Guide firms through critical deadlines, ensuring confidence and platform familiarity • Provide structured support to ensure a smooth launch and early client success • Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks • Partner with Account Managers to surface risks and recommend next steps • Provide targeted and proactive guidance during deadline periods and escalations • Lead the transition between Sales & Account Managers post-contract signing • Provide feedback to Product and Marketing based on real-world client interactions • Keep demo and training assets up to date with the latest feature enhancements

🎯 Requisitos

• 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company • Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines • Strong experience in live demo environments and delivering high-impact client training • Excellent communication skills, particularly when teaching and simplifying complex systems • Experience supporting onboarding, managing escalations, and helping clients navigate change • Knowledge of CRM and project management tools like HubSpot, Asana, or similar • Exceptional attention to detail with an empathetic and proactive approach to client success

🏖️ Benefícios

• Unlimited Vacation Policy + Sick Time + Holidays • Paid Parental Leave • Fully Remote Opportunity • Healthcare Benefits and 401(K) • Growing Startup Culture

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