
11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
💳 Fintech
Artificial Intelligence • Finance • Fintech
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.
🕒 May 11
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11 - 50 employees
🤖 Artificial Intelligence
💸 Finance
💳 Fintech
Artificial Intelligence • Finance • Fintech
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.
• Own go-to-market strategy and execution for new product launches, feature releases, and market expansion initiatives across the K1x platform • Develop launch plans, messaging frameworks, release tiers, and cross-functional rollout timelines • Build and manage the product marketing calendar aligned to tax filing cycles, renewal periods, and strategic business priorities • Partner with Product leadership to communicate roadmap innovation and reinforce K1x’s category leadership • Develop and evolve differentiated positioning and messaging for K1 Aggregator, K1 Creator, 990 Tracker, and K1xChange • Conduct competitive analysis across tax workflow, extraction, and financial technology platforms • Build and maintain competitive battle cards, objection-handling frameworks, and win/loss insights • Translate K1x’s AI and extraction capabilities into clear value propositions for both technical and non-technical audiences • Monitor industry trends, pricing movements, and emerging market opportunities to inform strategy • Create and maintain sales enablement materials including pitch decks, one-pagers, case studies, ROI calculators, demo scripts, and competitive comparisons • Partner closely with Sales leadership to understand buyer personas, sales cycles, and market dynamics across CPA firms, institutional investors, family offices, and enterprise accounts • Develop segment-specific messaging and GTM playbooks for key verticals including Top 100 accounting firms, tax-exempt entities, and financial institutions • Train revenue teams on new product capabilities, positioning updates, and competitive differentiation • Establish K1x as a leading voice in private markets tax technology through original research, strategic content, and industry engagement • Develop content strategies across whitepapers, webinars, blogs, customer stories, and conference presentations • Support analyst relations, public relations, and executive thought leadership initiatives • Identify opportunities to leverage K1x’s proprietary dataset and market insights for differentiated industry content • Serve as the internal voice of the market by synthesizing customer feedback, buyer behavior, and industry trends into actionable recommendations • Partner with Customer Success to develop customer advocacy programs including testimonials, references, and case studies • Provide market intelligence that helps shape product strategy, packaging, and positioning decisions
• 8+ years of product marketing experience within B2B SaaS environments • 3+ years of experience in financial services, tax technology, accounting software, compliance technology, or related industries • Proven success leading enterprise go-to-market launches from strategy through execution • Experience building sales enablement programs that positively impact pipeline generation and win rates • Strong ability to translate complex technical products into clear, compelling business value • Excellent written, verbal, and presentation communication skills with executive-level polish • Demonstrated success working cross-functionally across Product, Sales, Engineering, and Customer Success teams • Comfortable operating as a hands-on strategic leader in a fast-paced, high-growth environment
• Competitive compensation and equity participation • Comprehensive medical, dental, and vision coverage • Flexible PTO and company-recognized holidays • Fully remote work environment • 401(k) program • Paid parental leave
Apply Now🕒 May 11
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