Lead client onboarding, training, and adoption for a tax-focused platform. Coordinate implementations, deliver tailored training, design adoption plans, monitor usage, advise on workflow transformation, and relay product feedback to cross-functional teams.
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:
At K1x, the Client Enablement team is the strategic engine behind successful onboarding, adoption, and transformation. This department is purpose-built to ensure clients not only implement our platform, but fully realize its long-term value across their organization. We focus on enablement - not just support - delivering structured onboarding, tailored training, and adoption frameworks that drive measurable outcomes.
Responsibilities:
Onboarding & Implementation
- 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.
Training & Enablement
- 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.
Adoption Acceleration
- 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.
Client Transformation & Change Management
- 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.
Cross-Functional Collaboration
- 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
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