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 at K1X, you will serve as the primary point of contact for a portfolio of clients in the tax and financial services space. Your focus will be on driving retention, identifying opportunities for growth, and ensuring a high level of product engagement. This is a client-facing role that requires a deep understanding of tax workflows and the ability to build strong, consultative relationships. You’ll collaborate cross-functionally with Sales, Client Success, Product, and Finance to help clients realize the full value of our platform.

• Own and manage a portfolio of client accounts, ensuring satisfaction, retention, and renewal.
• Serve as a trusted advisor to clients by understanding their tax processes and aligning our solutions to meet their goals.
• Monitor account health metrics and usage trends to proactively mitigate risks and uncover opportunities for upsell or expansion.
• Partner with Sales to support cross-sell initiatives and close renewals.
• Lead client negotiations and execute on renewals, scope changes, and upsell agreements.
• Work alongside the Client Success and Product teams to analyze feedback and usage data, driving strategic product adoption and improved user experience.
• Maintain accurate revenue forecasts and contribute to overall growth strategy.

Requirements

• 3–5 years of experience in Account Management or Sales, ideally within a tax technology company or related SaaS platform.
• Deep understanding of tax workflows, tax reporting (especially K-1 or similar), and the needs of tax professionals and their clients.
• Proven track record of managing revenue-driving relationships, including deal-making and contract negotiations.
• Experience working in a startup or fast-growth tech environment is highly preferred.
• Background in financial technology or enterprise software with complex client requirements.
• Strong proficiency with client success tools like Gainsight, Hubspot, and CRM systems.
• Analytical and data-driven, with experience using tools for client reporting, forecasting, and health metrics.
• Excellent communication and interpersonal skills with the ability to influence stakeholders and simplify complex concepts.
• A growth mindset and eagerness to advance within a dynamic organization.

Benefits

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