Account Manager

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November 5

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K1X

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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.

11 - 50 employees

🤖 Artificial Intelligence

💸 Finance

💳 Fintech

📋 Description

• Own a portfolio of clients, driving satisfaction, renewal and growth • Serve as a trusted advisor who understands client workflows, goals, and metrics • Lead renewal and expansion discussions with insights and commercial positioning • Lead business reviews with key stakeholders to reinforce ROI, identify growth areas • Build annual and quarterly account plans aligned to client priorities and K1x objectives • Translate usage and performance data into actionable recommendations for clients • Partner with Product, Finance and Commercial teams to drive results, timely resolution • Surface client insights and product feedback to help shape roadmap priorities • Partner with Sales on cross-sell and expansion initiatives within assigned accounts • Monitor account health metrics and proactively address adoption gaps • Coach clients on best practices and new features to drive ongoing platform engagement • Use data storytelling to demonstrate impact and deepen client investment in K1x • Lead client escalations with clarity and composure • Coordinate internal teams to deliver effective solutions quickly • Maintain transparency and trust throughout the resolution process

🎯 Requirements

• 5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields • Proven ability to own renewals, manage complex accounts, and negotiate contracts • Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures • Experience presenting to senior decision-makers and running structured business reviews • Data mindset with comfort using CRM and analytics tools to forecast and monitor client health • Excellent communication and relationship skills with a consultative, solutions approach • Experience in a startup or high-growth environment, with a desire to shape how things are built and improved as the business scales

🏖️ Benefits

• Unlimited Vacation Policy + Sick Time + Holidays • Paid Parental Leave • Fully Remote Opportunity • Healthcare Benefits and 401K • Be part of a team redefining how tax professionals manage complex reporting through automation and insight • Work directly with leading firms and institutions at the center of the tax and financial ecosystem • Collaborate with smart, mission-driven peers who take pride in solving hard problems together