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Client Enablement Manager

K1X, Inc.

United States

Remote

USD 65,000 - 103,000

Full time

Yesterday
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Job summary

K1X, Inc. is seeking a Client Enablement Manager to lead client onboarding and training initiatives. This role focuses on ensuring clients realize the long-term value of our platform through structured onboarding and tailored training. Ideal candidates will have experience in tax technology and a strong understanding of complex tax workflows.

Benefits

Unlimited Vacation Policy
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits
401K
Growing Startup Culture

Qualifications

  • 3-5 years of experience in tax, tax technology, or client enablement.
  • Proven track record of leading onboarding and process improvement initiatives.
  • Strong understanding of complex tax workflows.

Responsibilities

  • Lead new client onboarding from kickoff through go-live.
  • Deliver targeted training to functional user groups.
  • Design and execute adoption plans to drive early usage.

Skills

Project Management
Client Enablement
Analytical Mindset
Effective Communication

Job description

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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.

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

Seniority level
  • Seniority level
    Mid-Senior level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Sales and Business Development
  • Industries
    IT Services and IT Consulting

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