Job description
Who We Are:
K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we’re the first to produce a digital K-1. Learn more at www.k1x.io.
Role Overview:
As an Account Manager at K1X, you will serve as the primary point of contact for a portfolio of clients in the tax and financial services space. Your focus will be on driving retention, identifying opportunities for growth, and ensuring a high level of product engagement. This is a client-facing role that requires a deep understanding of tax workflows and the ability to build strong, consultative relationships. You’ll collaborate cross-functionally with Sales, Client Success, Product, and Finance to help clients realize the full value of our platform.
Own and manage a portfolio of client accounts, ensuring satisfaction, retention, and renewal.
Serve as a trusted advisor to clients by understanding their tax processes and aligning our solutions to meet their goals.
Monitor account health metrics and usage trends to proactively mitigate risks and uncover opportunities for upsell or expansion.
Partner with Sales to support cross-sell initiatives and close renewals.
Lead client negotiations and execute on renewals, scope changes, and upsell agreements.
Work alongside the Client Success and Product teams to analyze feedback and usage data, driving strategic product adoption and improved user experience.
Maintain accurate revenue forecasts and contribute to overall growth strategy.
3–5 years of experience in Account Management or Sales, ideally within a tax technology company or related SaaS platform.
Deep understanding of tax workflows, tax reporting (especially K-1 or similar), and the needs of tax professionals and their clients.
Proven track record of managing revenue-driving relationships, including deal-making and contract negotiations.
Experience working in a startup or fast-growth tech environment is highly preferred.
Background in financial technology or enterprise software with complex client requirements.
Strong proficiency with client success tools like Gainsight, Hubspot, and CRM systems.
Analytical and data-driven, with experience using tools for client reporting, forecasting, and health metrics.
Excellent communication and interpersonal skills with the ability to influence stakeholders and simplify complex concepts.
A growth mindset and eagerness to advance within a dynamic organization.
Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup Culture
