Head of Account Management

🕒 September 19

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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K1X

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

K1X is an AI-powered platform that specializes in streamlining alternative investment tax compliance for investors and advisors. The platform offers various automated solutions, including K1 Aggregator for automating the receipt and analysis of K-1 Form data, K1 Creator for digital production of K-1 forms, and 990 Tracker for automating exempt reporting and filing. K1X utilizes patented AI technology to ensure high accuracy and reduce manual data extraction time. It is designed to improve efficiency, reduce costs, and enhance transparency in tax processes, particularly where alternative investments are concerned.

📋 Description

• Lead, coach, and develop a team of Account Managers • Set individual and team quotas and hold the team accountable to hitting them • Run regular pipeline, renewal, and forecast calls • Recruit, hire, and ramp new Account Managers • Personally own and manage a small portfolio of strategic accounts • Directly manage account renewals and growth • Model renewal execution, QBRs, and sponsor relationship management • Identify whitespace and build expansion pipeline across existing accounts • Build account segmentation and coverage plans • Translate usage and performance data into growth and retention strategies • Ensure Account Managers deliver high-quality QBRs • Build annual and quarterly account planning processes • Represent Account Management in cross-functional planning with Product, Services, Finance, and Commercial teams • Surface client insights and product feedback to help shape roadmap priorities • Partner with Sales leadership on cross-sell and expansion strategy • Serve as the senior escalation point for complex client issues • Coordinate internal teams to deliver timely resolutions

🎯 Requirements

• 10+ years of experience in Account Management or Customer Success within SaaS, including at least 3+ years directly leading or managing a team, ideally in tax technology, financial software, or related fields • Required: Experience working at a startup or small company, with a demonstrated ability to operate with autonomy, wear multiple hats, and build process as the business scales • Preferred: Experience in or exposure to private equity, working with PE-backed portfolio companies, or supporting PE/finance clients • Proven ability to set and hit team quotas, run pipeline and forecast reviews, and hold a team accountable to renewal and growth targets • A player/coach mindset: willing to own accounts directly while building and leading a team • Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures, or the ability to ramp quickly • Experience coaching a team on executive relationship-building, renewal negotiation, and structured business reviews • Data mindset with comfort using CRM and analytics tools to forecast, monitor account health, and identify whitespace • Excellent communication and relationship skills with a consultative, solutions approach

🏖️ Benefits

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