Offer summary

Qualifications:

3–5 years of experience in tax, tax technology, client enablement, or transformation-focused roles., Proven track record of leading onboarding and process improvement initiatives in tax environments., Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filings., Effective communicator with a client-first mindset and analytical skills..

Key responsibilities:

Lead new client onboarding from kickoff through go-live, ensuring a structured implementation experience.

Deliver targeted training to user groups and create enablement materials to build internal champions.

Design and execute adoption plans to drive early usage and monitor usage trends for at-risk accounts.

Collaborate with cross-functional teams to relay client feedback and support expansion opportunities.

Job description

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:

At K1x, 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
Experience using K1x products (K1Aggregator or 990 Tracker) is a plus
Analytical mindset with the ability to derive insights from usage data, client feedback, and system trends to inform strategies and guide transformation.

Benefits