Client Success Manager

Who Are We?

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.

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 would combine their extensive tax background with a client-centric view to build strong relationships, drive customer adoption and assist in the client’s overall tax transformation. 

We’re looking for a motivated team member who is an excellent communicator, possesses technical aptitude with tax, technology, project management skills and can be successful in a dynamic start-up environment.  

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

• 2-5 years tax experience; Senior Staff/Manager level achieved at a Top 50 accounting firm preferred 
• 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

Benefits

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

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