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K1XKX

Client Support

K1x is a fintech company providing a leading AI-powered SaaS platform for alternative investment tax compliance, digitizing and distributing data to simplify processes for investors, advisors, and accounting firms.

K1X

Employee count: 51-200

United States only

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Who We Are

At K1x, we are transforming the tax software landscape with cutting-edge technology that simplifies and streamlines complex tax processes. Our AI-powered solutions help businesses and tax professionals reduce administrative burdens, ensure compliance, and deliver an exceptional client experience.

We are committed to providing world-class, AI-driven support that helps clients resolve issues quickly and efficiently.

As a Client Support Specialist, you will be the first point of contact for customer inquiries, delivering responsive, high-quality support through messaging, ticketing, and AI-powered self-service solutions. You’ll manage multiple client conversations at once, resolve issues, and escalate more complex concerns when needed.

This role is perfect for someone who is curious, solution-oriented, and eager to challenge “why not” instead of defaulting to “cannot.” You’ll also play a critical role in optimizing our AI and automation tools to reduce ticket volume, improve response times, and empower clients to self-serve whenever possible.

What You’ll Do

Client Support & Problem Solving

  • Provide fast, professional, and empathetic customer support through messaging and ticketing channels
  • Manage multiple client conversations simultaneously, ensuring timely responses and effective issue resolution
  • Document and escalate complex cases to Product, Engineering, or Client Success teams when necessary
  • Partner with the Client Success team to deliver seamless client experiences across support and account management

AI & Self-Service Optimization

  • Leverage AI tools to enhance client interactions and improve ticket resolution efficiency
  • Analyze client inquiries to identify insights and recommend opportunities to optimize AI-powered chatbots, self-help resources, and automated workflows
  • Expand and refine the knowledge base to address recurring questions and emerging product issues

Continuous Improvement & Collaboration

  • Monitor support trends and client feedback to proactively identify areas for improvement
  • Collaborate with Product and Engineering teams to surface recurring issues and advocate for product enhancements
  • Contribute to internal documentation and training materials to strengthen support processes

Success Criteria

To be successful in this role, you will:

  • Resolve client inquiries efficiently, maintaining a high volume of tickets while ensuring accuracy and quality
  • Respond quickly to client messages, achieving strong first-response times and delivering a seamless support experience
  • Manage multiple, rapid-fire conversations, shifting seamlessly between varying levels of complexity, urgency, and client needs
  • Drive timely issue resolution, minimizing delays and streamlining workflows for faster outcomes
  • Maintain high customer satisfaction, consistently achieving strong CSAT scores through clear, effective communication and support
  • Optimize AI and self-service solutions, proactively improving automation tools to enhance the client experience and reduce ticket volume
  • Effectively manage escalations, resolving most cases at the first level while properly elevating complex concerns
  • Stay composed under pressure, remaining adaptable and solution-oriented in a fast-paced environment

Requirements

  • 5-7 years of experience in client support or technical customer service, ideally in a B2B SaaS
  • environment
  • Experience managing messaging-based customer interactions and handling multiple
  • conversations at once
  • Familiarity with Zendesk, HubSpot, or other service hub platforms – experience with AI-driven
  • support tools is a plus
  • Strong problem-solving skills and a curiosity-driven mindset – you’re always looking for better
  • ways to support clients
  • Ability to communicate with mid-market and enterprise clients in a professional, brand-aligned
  • manner
  • Comfort working in a fast-paced, evolving environment with a willingness to adapt and optimize

Why Us?

  • Be part of a company pioneering AI-driven client support in tax software
  • Work in a 100% remote environment with a collaborative, supportive team
  • Gain exposure to cutting-edge AI, automation, and self-service technologies
  • Within one year, grow into senior support or client success roles with clear career progression
  • Thrive in a growing startup culture that values innovation and problem-solving
  • Access competitive benefits, including unlimited PTO, holidays, healthcare, and 401K

Benefits

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

About the job

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Posted on

Job type

Full Time

Experience level

Senior

Location requirements

Hiring timezones

United States +/- 0 hours

About K1X

Learn more about K1X and their company culture.

View company profile

At K1x, we are dedicated to transforming the landscape of alternative investment tax compliance. We understand the complexities and challenges tax professionals, investors, and accounting firms face, especially with the burdensome K-1 and 990 workflows. That's why we've developed a leading data distribution platform, powered by our patented, AI-driven SaaS solution. Our mission is to digitize and streamline the entire process, seamlessly connecting all stakeholders – from investors and advisors to tax software providers, portals, accounting firms, and even the IRS and state taxing authorities. We're here to simplify these intricate processes, accelerate filings, significantly reduce costs, and provide unparalleled control, transparency, and accessibility to critical tax data.

We're proud that our innovative approach has been battle-tested and earned the trust of over 8,000 organizations. This includes a significant number of the largest institutional investors in the US, top accounting firms, leading private foundations, major university endowments, and prominent health systems. Our technology is designed not just to automate tasks but to empower tax professionals. By eliminating inefficiencies and the drudgery of manual data extraction, we help our clients shift their focus towards higher-value activities like strategic insights, client advisory, and revenue expansion. We're constantly innovating, as evidenced by our record-breaking K-1 processing volumes and the development of cutting-edge, patented technology. We launched trust.k1x.io to offer a centralized hub for security and procurement information, underscoring our commitment to transparency and reliability. We believe we are doing something extraordinary by modernizing tax compliance for alternative investments, an industry historically challenged by outdated technology and processes. We're excited about the future and our role in eliminating friction within the US capital markets.

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K1X

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K1X hiring Client Support • Remote (Work from Home) | Himalayas