Customer Success Manager

Who Are We?

K1x is the leading data distribution platform for alternative investments. Our AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility.

Who We're Looking For: 

K1X is looking for a Client Success Manager with a passion for delivering exceptional client experiences and leading with a conviction for client advocacy and problem-solving.

This individual will join our Client Success team and work closely with Product and Tech Support teams to drive customer adoption and strengthen client relationships.

We’re looking for a motivated team member who is an excellent communicator, possesses technical aptitude with data and software, and project management skills, and can be successful in a dynamic start-up environment. A background in Tax Accounting is strongly preferred.

Primary Responsibilities:

• Develop an extensive knowledge of the K1X solutions
• Build understanding of K1X’s client’s business lifecycle
• Become a client advocate to drive client engagement and product adoption through data driven insights of product usage and engagement.

• Monitor customer usage data, health indicators, renewal dates and growth opportunities and translate into strategies for success through client meetings
• Aid customer support in advocating for client concerns and be ready to intervene when necessary

• Execute a proactive client engagement strategy based on defined client business needs
• Manage interactions in a CRM/Ticketing software to ensure data integrity and sales process flow 
• Contribute to internal K1x projects and initiatives as assigned

Requirements

• Education and or/professional experience with Tax Accounting
• Proven ability to master new technology quickly, and effectively communicate technical information in non-technical terms.
• Experience with data manipulation and generating insights from data
• Familiarity with Hubspot, Asana, Zendesk, Pendo and PowerBi preferred
• Excellent verbal, written, and visual communication skills to work effectively with different personalities and across job functions
• Self-starter with the ability to work independently
• 3-5 years of Client Success Management experience in a SaaS environment

Benefits

• Unlimited Vacation Policy + Sick Time + Holidays
• Paid Parental Leave

• Fully Remote Opportunity
• Healthcare Benefits and 401K
• Growing Startup Culture