Solutions Engineer

🕒 il y a 3 jours

🌲 Oregon – Distant

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⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💻 Ingénieur Solutions

🦅 Parrain de Visa H1B

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👻 Score fantôme 12%

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🗣️🇺🇸🇬🇧 Anglais requis

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K1X

11 - 50 employés

💼 Conseil

🏥 Santé

⚖️ Juridique

Consulting • Healthcare • Legal

K1X est une plateforme alimentée par l'IA qui se spécialise dans la rationalisation de la conformité fiscale des investissements alternatifs pour les investisseurs et les conseillers. La plateforme propose diverses solutions automatisées, y compris K1 Aggregator pour automatiser la réception et l'analyse des données du formulaire K-1, K1 Creator pour la production numérique des formulaires K-1, et 990 Tracker pour automatiser le rapport et le dépôt des dossiers exemptés. K1X utilise une technologie IA brevetée pour garantir une haute précision et réduire le temps d'extraction manuelle des données. Elle est conçue pour améliorer l'efficacité, réduire les coûts et renforcer la transparence dans les processus fiscaux, en particulier en ce qui concerne les investissements alternatifs.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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

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