
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.
🔥 13 hours ago
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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.
• Architect and build AI-powered automation that runs underneath our go-to-market engine. • Design and ship the agents, workflows, and integrations for customer lifecycle management. • Build intelligent orchestration connecting sales, marketing, partnerships, and customer success. • Engineer automation behind the customer lifecycle, ensuring measurable progression. • Translate behavior and health signals into automated nudges for commercial teams to act on. • Build operational infrastructure for partner activation, onboarding workflows, and performance dashboards. • Maintain integrations across business systems ensuring clean data flow and governance. • Proactively hunt for automation opportunities across customer and partner lifecycle.
• 4 to 6 years in technical operations, automation engineering, revenue operations, or software development with a focus on business process. • Hands-on experience with AI and workflow orchestration tools (n8n, Zapier, Make, or custom builds) and with language model APIs (Claude, OpenAI, or similar) in business applications. • A commercial instinct for how go-to-market actually works. You understand the customer lifecycle, revenue operations, and where automation creates leverage across sales, customer success, and partnerships. • Proficiency with CRM systems (HubSpot, Salesforce) and the ability to build custom integrations and automated workflows on top of them. • Comfort with data platforms (Snowflake, Databricks) and API integration patterns across complex business systems. • Strong analytical skills and the ability to break a messy cross-functional process down into components you can automate. • Clear communication with non-technical stakeholders across sales, marketing, partnerships, and operations.
• Unlimited Vacation Policy + Sick Time + Holidays • Paid Parental Leave • Fully Remote Opportunity • Healthcare Benefits and 401K • Growing Startup to Scale Up Culture
Apply Now🔥 13 hours ago
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