Remote Solutions Engineer — Tax Workflow Demos & Onboarding

K1x, Inc.; Northern (KY); Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

Unlimited vacation

Paid parental leave

Fully remote

Healthcare benefits and 401(k)

Growing startup culture

Job summary

K1x, Inc. is redefining tax technology with a SaaS platform that automates complex tax workflows for accounting firms. As a Solution Consultant, you’ll lead demos, support onboarding, and ensure clients realize value from day one.

You’ll bring deep knowledge of tax processes, multi-entity structures, and hands-on client interaction, guiding firms through setup, training, and early milestones while minimizing risk and driving adoption.

Qualifications

• 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company.
• Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines.
• Strong experience in live demo environments and delivering high-impact client training.
• Excellent communication skills, particularly when teaching and simplifying complex systems.
• Experience supporting onboarding, managing escalations, and helping clients navigate change.
• Knowledge of CRM and project management tools like HubSpot, Asana, or similar.
• Exceptional attention to detail with an empathetic and proactive approach to client success.

Responsibilities

• Deliver demos tailored to client tax workflows, entity structure, and seasonality needs.
• Support Sales in objection handling and RFP responses with workflow-based consultation.
• Lead early-stage product webinars and education sessions for prospects.
• Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements.
• Train clients on system setup, filing workflows, and best practices for complex tax environments.
• Guide firms through critical deadlines, ensuring confidence and platform familiarity.
• Provide structured support to ensure a smooth launch and early client success.
• Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks.
• Partner with Account Managers to surface risks and recommend next steps.
• Provide targeted and proactive guidance during deadline periods and escalations.
• Lead the transition between Sales & Account Managers post-contract signing.
• Provide feedback to Product and Marketing based on real-world client interactions.
• Keep demo and training assets up to date with the latest feature enhancements.

Skills

Tax knowledge

Live demos

Client training

Onboarding

CRM tools

Communication

Tools

HubSpot

Asana

Job description

K1x, Inc. is redefining tax technology with a SaaS platform that automates complex tax workflows for accounting firms. As a Solution Consultant, you’ll lead demos, support onboarding, and ensure clients realize value from day one.

You’ll bring deep knowledge of tax processes, multi-entity structures, and hands-on client interaction, guiding firms through setup, training, and early milestones while minimizing risk and driving adoption.