Account Manager

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: 

As an Account Manager, you will be the key point of contact for our clients, managing and growing a portfolio of existing customer accounts, with a primary focus on securing renewals and identifying revenue expansion opportunities. You will work closely with cross-functional teams, particularly sales, client success, and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.  

• Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1x products 

• Develop and maintain accurate revenue forecasts, working closely with finance, sales, client success, and operations teams 

• Monitor account health metrics and revenue indicators to predict and prevent potential churn 

• Lead negotiations and support the close of renewals and upsell opportunities. 

• Work closely with the sales team to identify and act on cross-selling opportunities. 

• Monitor and analyze client data in collaboration with the client success team to ensure optimal usage and additional product engagement of the platform.  

Requirements

• 3-5 years of experience in Account Management or Sales roles. 

• Previous experience working in a startup environment is highly preferred. 

• Strong background in financial technology or enterprise-level tech companies. 

• Strong experience with client success software such as Gainsight and Hubspot. 

• Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment. 

• Ability to solve complex problems and provide data-driven insights. 

• Experience working with data analytics tools, CRMs, or client reporting systems. 

• A growth mindset with a drive to advance in your career and adapt in a fast-growing company. 

• Excellent communication and interpersonal skills, with the ability to influence key stakeholders. 

Benefits

• Unlimited Vacation Policy + Sick Time + Holidays
• Paid Parental Leave
• Fully Remote Opportunity
• Healthcare Benefits and 401K
• Growing Startup Culture