
11 - 50 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
Consulting • Healthcare • Legal
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.
🔥 0 minutes ago
🇺🇸 United States – Remote
⏰ Full Time
🟠 Senior
📈 Performance Marketing
🦅 H1B Visa Sponsor
👻 Ghost score 12%
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11 - 50 employees
💼 Consulting
🏥 Healthcare
⚖️ Legal
Consulting • Healthcare • Legal
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.
• Develop and own K1x's demand generation strategy end-to-end, including annual and quarterly plans, pipeline targets, channel mix, budget, and KPIs. • Align demand generation plans with company growth goals and bookings targets alongside marketing and sales leadership. • Lead, mentor, and grow a small team while remaining hands-on. • Test, measure, and evolve programs based on performance. • Build reporting and dashboards showing marketing's contribution to pipeline and revenue by channel, campaign, and funnel stage. • Partner with Sales and RevOps on pipeline health, forecasting, and lead-to-opportunity conversion. • Establish feedback loops with Business Development and Sales on lead quality, routing, SLAs, and follow-up. • Present results and recommendations to marketing and sales leadership. • Own digital strategy across paid search, paid social, AEO, display, and retargeting. • Manage agency and vendor partners and hold them accountable for performance and ROI. • Partner with marketing operations on landing pages, tracking, and conversion rate optimization. • Manage program budget and reallocate spend toward effective channels. • Design and run hosted webinars, roundtables, and in-person events, including concept, promotion, speakers, partners, logistics, follow-up, lead capture, routing, attribution, and ROI measurement. • Partner with Client Enablement and AM teams on customer events supporting cross-sell and upsell. • Build and scale 1:1 and 1:few account-based marketing strategies with Sales and Business Development. • Own lifecycle and nurture strategy across the prospect and customer journey through expansion. • Build automated nurture programs and lifecycle content with Product Marketing. • Optimize lifecycle programs using engagement, conversion, and retention data.
• 8+ years of experience in demand generation or growth marketing, with a track record of driving measurable pipeline and revenue impact at a B2B SaaS company. • Strong written and verbal communication, with experience presenting to exec teams • Experience owning a pipeline number, and confidence in reporting and forecasting the full funnel • Experience managing and developing a team, with the flexibility to stay hands-on as a true player-coach. • A track record of using hosted events (virtual and in-person) as a real pipeline driver, not just a brand exercise. • Deep understanding of lifecycle/nurture marketing and how to move buyers and customers through the funnel. • Experience managing agency relationships and digital budgets, with a sharp analytical eye for ROI. • Fluency with a modern marketing stack (HubSpot experience preferred) • Excellent collaboration skills — you build real partnership with Business Development, Sales, Product Marketing, and RevOps, not just alignment on paper. • Fintech, tax, accounting, or private markets experience is a strong plus, but not required — what matters most is demand gen chops and a hunger to build. • A high-energy, optimistic, get-it-done attitude, with the resourcefulness of someone who's built programs from scratch and the polish of someone who's scaled them.
• A remote-first culture built on trust, autonomy, and real flexibility — work from wherever you do your best work. • A front-row seat (and a big say) in building the demand gen engine for a company with huge potential growth • Competitive compensation and benefits, including health coverage and 401(k). • A collaborative, no-ego team that celebrates wins together and has each other's backs. • Real opportunity for growth as K1x scales — build the team and the function as we grow.
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