Job Description
K1x is the leading data distribution platform for alternative investments and a Fast Company Most Innovative Companies 2025 honoree. Our mission is straightforward: digitize the K-1 ecosystem. Through patented, AI-powered automation, we connect investors, advisors, tax software, portals, accounting firms, and state and federal taxing authorities, turning weeks of painful manual K-1 processing into seconds of structured, validated data.
Trusted by more than 40,000 organizations, including 20 of the top 25 accounting firms, 44 of the 100 largest U.S. institutional investors, 45 of the largest university endowments, and 11 leading private foundations, K1x is the clear innovator in private market tax compliance. Backed by Edison Partners with $40M in total funding and 130% revenue growth, we are building the market-facing team to match our momentum.
The Role
As a Sales Development Representative at K1x, you are the first voice our prospects hear, and that voice matters. You will identify and engage Tax Partners, CFOs, Controllers, and Directors of Operations at accounting firms, hedge funds, private equity shops, university endowments, and wealth management platforms who are still wrestling with PDF K-1s, manual data entry, and missed filing deadlines.
This role is ideal for someone who is intellectually curious, commercially driven, and eager to challenge “why not” instead of defaulting to “cannot.” You will work directly with our Account Executive team to build pipeline and contribute to K1x revenue growth in an estimated $3.3 billion total addressable market.
What You’ll Do
Outbound Prospecting and Pipeline Generation
- Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn.
- Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations.
- Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences.
Lead Qualification and Handoff
- Qualify inbound and outbound leads against K1x’s Ideal Customer Profile, budget, authority, need, and timeline,[RA1] engaging prospects to uncover needs before scheduling discovery meetings for Account Executives.
- Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting.
- Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps.
CRM Discipline and Performance
- Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting.
- Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked.
- Review your own metrics regularly and refine your approach based on what the data tells you.
Market and Product Intelligence
- Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape.
- Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy.
To be successful in this role, you will:
Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets for the Account Executive team.
Book qualified discovery meetings at a rate that demonstrates strong conversion from outreach to call.
Maintain high outreach volume daily across phone, email, and LinkedIn while preserving quality and relevance at scale.
Develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days.
Keep CRM records clean and complete, ensuring every interaction is logged and every handoff is accurate.
Contribute market intelligence back to marketing and sales leadership to sharpen go-to-market strategy.
1 to 2 or more years of experience in an SDR, BDR, or inside sales role, ideally in B2B SaaS or fintech. Experience selling into accounting firms or the alternative investment space is a plus.
A track record of consistent quota or activity attainment. You run a disciplined process and take your numbers seriously.
Strong written and verbal communication skills. You write cold emails that get replies, open calls that earn conversations, and can speak intelligently about complex financial workflows.
Comfort navigating buying environments with multiple stakeholders across accounting, finance, and operations.
Proficiency with HubSpot or a comparable CRM, and outbound tools such as LinkedIn Sales Navigator, ZoomInfo, or 6Sense.
Genuine curiosity about the alternative investment and tax technology space. You do not need to be a CPA, but you are motivated to learn the domain and speak credibly about it.
A self-starter mentality: organized, resilient, and energized by outbound work. You take ownership of your pipeline and do not wait to be handed leads.
Collaborative spirit. You share insights with the team, celebrate wins together, and make the people around you better.
KPI’s
Sales Qualified Leads (SQLs) generated per month, on or above quarterly target
Qualified discovery meetings booked for the Account Executive team
Daily and weekly outreach activity across calls, emails, and LinkedIn
Inbound lead qualification and conversion rate above baseline
CRM data quality and pipeline accuracy
Competitive compensation and equity participation
Comprehensive medical, dental, and vision coverage
Flexible PTO and company-recognized holidays
Fully remote work environment
401(k) program
Paid parental leave
Why K1x
- Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate
- Opportunity to help define and lead a rapidly evolving category within private markets tax technology
- High-impact role with direct influence on company growth, market positioning, and product strategy
- Collaborative, execution-focused culture built for operators and builders
- Competitive compensation, equity participation, and comprehensive benefits package
