Solutions Engineer

🔥 0 minutes ago

🌲 Oregon – Remote

🌲 Oregon – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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K1X

WebsiteLinkedInAll Job Openings

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.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

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