Account Manager
K1X, Inc.
- New York, New York, United States
- New York, New York, United States
Über
About K1x At K1x, we are revolutionizing the tax software sector with innovative technology that brings clarity, efficiency, and control to intricate K‑1 and partnership reporting. Our platform empowers top firms and institutions by streamlining data management, automating compliance processes, and providing insights that enhance client results. As a rapidly growing Series B SaaS company, we have earned the trust of tax and accounting professionals who appreciate accuracy and collaboration. Each team member contributes directly to how clients engage with our technology and services, with Account Managers being pivotal to this goal.
Role Overview As an Account Manager at K1x, you will be the main contact for a portfolio of clients within the tax and financial services industry. The role is dynamic and demands high levels of ownership, presenting new challenges and opportunities daily to address significant client issues. It is particularly well‑suited for individuals who excel in diverse, action‑oriented environments and prefer direct interaction with clients over extended enterprise processes.
Your responsibilities include managing renewals, promoting usage, and uncovering growth opportunities while cultivating long‑lasting relationships based on trust and measurable success. You will facilitate Quarterly Business Reviews (QBRs), oversee intricate renewals and upsell strategies, and work closely with the Product, Support, and Finance teams to ensure clients fully benefit from K1x's offerings.
Client Ownership and Retention
Own a portfolio of clients, driving satisfaction, renewal, and growth
Serve as a trusted advisor who understands client workflows, goals, and metrics
Lead renewal and expansion discussions with insights and commercial positioning
Strategic Partnership and QBRs
Lead business reviews with key stakeholders to reinforce ROI and identify growth areas
Build annual and quarterly account plans aligned to client priorities and K1x objectives
Translate usage and performance data into actionable recommendations for clients
Cross‑Functional Collaboration
Partner with Product, Finance, and Commercial teams to drive results and timely resolution
Surface client insights and product feedback to help shape roadmap priorities
Partner with Sales on cross‑sell and expansion initiatives within assigned accounts
Adoption and Value Realization
Monitor account health metrics and proactively address adoption gaps
Coach clients on best practices and new features to drive ongoing platform engagement
Use data storytelling to demonstrate impact and deepen client investment in K1x
Escalation Management
Lead client escalations with clarity and composure
Coordinate internal teams to deliver effective solutions quickly
Maintain transparency and trust throughout the resolution process
Requirements
Spend the majority of your time engaging directly with clients through meetings, QBRs, and strategic discussions
Own client renewals while partnering with sales to drive additional account expansion
Deliver compelling QBRs and executive updates that connect value to measurable business outcomes
Use adoption data and client feedback to identify risk early, strengthen engagement, and lead cross‑functional resolution
Build relationships of trust that position K1x as a long‑term partner rather than a vendor
What you Bring
5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields
Proven ability to own renewals, manage complex accounts, and negotiate contracts
Strong understanding of tax workflows and reporting such as K‑1, partnership, or fund structures
Experience presenting to senior decision‑makers and running structured business reviews
Data mindset with comfort using CRM and analytics tools to forecast and monitor client health
Excellent communication and relationship skills with a consultative, solutions approach
Experience in a startup or high‑growth environment, with a desire to shape how things are built and improved as the business scales
Benefits
Unlimited vacation policy and sick time plus holidays
Paid parental leave
Fully remote opportunity
Healthcare benefits and 401(k)
Be part of a team redefining how tax professionals manage complex reporting through automation and insight
Work directly with leading firms and institutions at the center of the tax and financial ecosystem
Collaborate with smart, mission‑driven peers who take pride in solving hard problems together
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Sprachkenntnisse
- English
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