Client Enablement Manager

🔥 4 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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K1X

WebsiteLinkedInAll Job Openings

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.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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