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NEW Roles! -Tax AI SaaS! - FIVE Client Enablement Managers Needed – $20M in New Series B Equity[...]

ScoutLab.io

Remote

USD 115,000 - 133,000

Full time

30+ days ago

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Job summary

A rapidly growing FinTech firm is seeking Client Enablement Managers to lead onboarding and transformation efforts for their innovative AI-driven K-1 financial solutions. This remote role requires strong project management skills and a background in tax technology. With a competitive salary of $115k, plus bonuses and equity, this position offers a chance to be part of a dynamic team revolutionizing the K-1 investment space.

Benefits

Unlimited Vacation Policy

Healthcare Benefits

401K

Growing Startup Culture

Qualifications

3-5 years of experience in tax or client enablement roles.
Proven track record in onboarding and process improvement.

Responsibilities

Lead client onboarding from kickoff through go-live.
Deliver targeted training to user groups.
Design and execute adoption plans.

Skills

Project Management

Client Enablement

Communication

Analytical Mindset

Tools

Tax Automation Tools

Tax Compliance Software

NEW Roles! -Tax AI SaaS! - FIVE Client Enablement Managers Needed – $20M in New Series B Equity - $115k Base, 10% bonus, 401k and Equity -Remote – EST and CST Only

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ScoutLab.io represents this Private Equity backed FinTech firm, that is rapidly disrupting the K-1 financial industry by transforming and digitizing the investor experience.

About the company

This 60-employee, Series B firm ($40 million in funding, with $20M just raised in September) is revolutionizing the K-1 investment space and is seeking multiple enablement managers to deliver structured onboarding, tailored training, and adoption frameworks that drive measurable outcomes. Creating an AI-driven technology that rapidly streamlines the K-1 production process for Producers, Recipients, and Tax-Exempt Organizations, K1x is now a trusted partner of over 6000 organizations.

The goal of our firm is to help a traditional legacy industry (with legacy technology) transform from a PDF-based process to an all-digital experience with our pioneering AI-driven software.

In a world of investments that demand lower cost, less complexity, and greater control, our firm has the AI technology to help transform your business. From Institutional Investors, accounting firms, and higher education, to wealth management firms, private foundations, health systems, and all points in between. We have the technology to replace yesterday’s cumbersome analog processes with a digital solution that will give you back your most important commodity: your time.

About the role

Client Enablement Manager, working from your home office. Fully remote but MUST live in the Eastern or Central time zone.

Compensation includes a $115k base salary, 10% bonus structure, 401k, and equity.

Minimum 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.
Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filing.
Partner with executive sponsors and practice leaders to define and measure success criteria.
Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability across client and internal stakeholders.

Official Job Description

Who We Are:

Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, bringing long-established solutions that create an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!

Your Role:

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
Analytical mindset with the ability to derive insights from usage data, client feedback, and system trends to inform strategies and guide transformation.
Unlimited Vacation Policy + Sick Time + Holidays
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup Culture

Seniority level