Account Manager

K1X, Inc.; United States; Remote; USD 160,000 - 190,000; Full time

Benefits offered by this job

Unlimited vacation policy

Paid parental leave

Healthcare benefits

401(k)

Job summary

A leading tax technology firm in the United States is seeking an experienced Account Manager to manage client relationships and drive satisfaction. The role focuses on renewals, growth opportunities, and cross-functional collaboration. Ideal candidates will have over 5 years of experience in SaaS account management and a strong understanding of tax workflows. The position includes a fully remote work option and a comprehensive benefits package.

Qualifications

• 5+ years of experience in Account Management or Enterprise Sales within SaaS.
• Strong understanding of tax workflows and reporting.
• Experience presenting to senior decision-makers.

Responsibilities

• Manage client renewals and drive account expansion.
• Lead QBRs and client escalations with clarity.
• Collaborate with cross-functional teams to drive results.

Skills

Client engagement

Account management

Negotiation skills

Data analysis

Communication skills

Tools

CRM tools

Analytics tools

Job description

Base pay range

$160,000.00/yr - $190,000.00/yr

About K1x

At K1x, we are revolutionizing the tax software sector with innovative technology that brings clarity, efficiency, and control to intricate K‑1 and partnership reporting. Our platform empowers top firms and institutions by streamlining data management, automating compliance processes, and providing insights that enhance client results. As a rapidly growing Series B SaaS company, we have earned the trust of tax and accounting professionals who appreciate accuracy and collaboration. Each team member contributes directly to how clients engage with our technology and services, with Account Managers being pivotal to this goal.

Role Overview

As an Account Manager at K1x, you will be the main contact for a portfolio of clients within the tax and financial services industry. The role is dynamic and demands high levels of ownership, presenting new challenges and opportunities daily to address significant client issues. It is particularly well‑suited for individuals who excel in diverse, action‑oriented environments and prefer direct interaction with clients over extended enterprise processes.

Your responsibilities include managing renewals, promoting usage, and uncovering growth opportunities while cultivating long‑lasting relationships based on trust and measurable success. You will facilitate Quarterly Business Reviews (QBRs), oversee intricate renewals and upsell strategies, and work closely with the Product, Support, and Finance teams to ensure clients fully benefit from K1x's offerings.

Client Ownership and Retention

• Own a portfolio of clients, driving satisfaction, renewal, and growth
• Serve as a trusted advisor who understands client workflows, goals, and metrics
• Lead renewal and expansion discussions with insights and commercial positioning

Strategic Partnership and QBRs

• Lead business reviews with key stakeholders to reinforce ROI and identify growth areas
• Build annual and quarterly account plans aligned to client priorities and K1x objectives
• Translate usage and performance data into actionable recommendations for clients

Cross‑Functional Collaboration

• Partner with Product, Finance, and Commercial teams to drive results and timely resolution
• Surface client insights and product feedback to help shape roadmap priorities
• Partner with Sales on cross‑sell and expansion initiatives within assigned accounts

Adoption and Value Realization

• Monitor account health metrics and proactively address adoption gaps
• Coach clients on best practices and new features to drive ongoing platform engagement
• Use data storytelling to demonstrate impact and deepen client investment in K1x

Escalation Management

• Lead client escalations with clarity and composure
• Coordinate internal teams to deliver effective solutions quickly
• Maintain transparency and trust throughout the resolution process

Requirements

• Spend the majority of your time engaging directly with clients through meetings, QBRs, and strategic discussions
• Own client renewals while partnering with sales to drive additional account expansion
• Deliver compelling QBRs and executive updates that connect value to measurable business outcomes
• Use adoption data and client feedback to identify risk early, strengthen engagement, and lead cross‑functional resolution
• Build relationships of trust that position K1x as a long‑term partner rather than a vendor

What you Bring

• 5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields
• Proven ability to own renewals, manage complex accounts, and negotiate contracts
• Strong understanding of tax workflows and reporting such as K‑1, partnership, or fund structures
• Experience presenting to senior decision‑makers and running structured business reviews
• Data mindset with comfort using CRM and analytics tools to forecast and monitor client health
• Excellent communication and relationship skills with a consultative, solutions approach
• Experience in a startup or high‑growth environment, with a desire to shape how things are built and improved as the business scales

Benefits

• Unlimited vacation policy and sick time plus holidays
• Paid parental leave
• Fully remote opportunity
• Healthcare benefits and 401(k)
• Be part of a team redefining how tax professionals manage complex reporting through automation and insight
• Work directly with leading firms and institutions at the center of the tax and financial ecosystem
• Collaborate with smart, mission‑driven peers who take pride in solving hard problems together