Client Enablement Manager

🕒 vor 24 Tagen

🇺🇸 Vereinigte Staaten – Remote

⏰ Vollzeit

🟡 Mittelstufe

🟠 Senior

👔 Manager

🦅 H1B-Visum-Sponsor

Dieses Unternehmen hat in der Vergangenheit H1B-Visa gesponsert.

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K1X

WebsiteLinkedInAlle Stellen

11 - 50 Mitarbeiter

💼 Beratung

🏥 Gesundheitswesen

⚖️ Rechtswesen

Consulting • Healthcare • Legal

K1X ist eine KI-gestützte Plattform, die sich auf die Optimierung der Steuerkonformität von alternativen Investments für Investoren und Berater spezialisiert hat. Die Plattform bietet verschiedene automatisierte Lösungen, darunter K1 Aggregator zur Automatisierung des Empfangs und der Analyse von K-1 Formulardaten, K1 Creator zur digitalen Erstellung von K-1 Formularen und 990 Tracker zur Automatisierung der Freistellungsmeldung und -einreichung. K1X nutzt patentierte KI-Technologie, um hohe Genauigkeit zu gewährleisten und die manuelle Datenerfassungszeit zu reduzieren. Sie ist darauf ausgelegt, die Effizienz zu steigern, Kosten zu senken und die Transparenz in Steuerprozessen zu verbessern, insbesondere im Bereich der alternativen Investments.

Beschreibung

• Lead new client onboarding from kickoff through go-live, ensuring a structured and timely implementation experience. • Tailor onboarding plans to align with each client's business structure, tax workflows, and resource constraints. • Coordinate with technical teams to ensure accurate system configuration and data integration. • Deliver targeted training to functional user groups (preparers, reviewers, centralized pooled teams), ensuring they are confident in using the platform. • Create enablement materials and host live working sessions to build internal champions and self-sufficiency. • Design and execute adoption plans by practice area to drive early usage and accelerated time to value, tracking utilization milestones and surfacing high-impact workflows. • Monitor usage trends and proactively identify at-risk accounts or underutilized features. • Collaborate with account managers to drive multi-practice adoption and cross-functional alignment. • Serve as a trusted advisor during transformation efforts, including recommended modifications to workflow, team structuring, or offshore enablement. • Support clients in developing internal playbooks and best practices that scale adoption sustainably. • Partner with executive sponsors and practice leaders to define and measure success criteria. • Work with Product to relay feedback from the client base and document opportunities for enhancements. • Align with Sales and Strategic Accounts to support expansion opportunities and maintain alignment with client goals. • Interface with Support for post-implementation needs, ensuring smooth handoffs and issue resolution.

🎯 Anforderungen

• 3–5 years of experience in tax, tax technology, client enablement, or transformation-focused roles within public accounting or in-house tax departments. • Proven track record of leading onboarding, workflow transformation, or process improvement initiatives in tax environments. • 3+ years working with tax e-filing platforms, tax automation tools, or tax compliance software • Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filings • Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability across client and internal stakeholders. • Effective communicator with a client-first mindset and the ability to simplify complexity • Experience using K1x products (K1Aggregator or 990 Tracker) is a plus • Analytical mindset with the ability to derive insights from usage data, client feedback, and system trends to inform strategies and guide transformation.

🏖️ Vorteile

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