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K1XKX

Enterprise Account Executive

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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Fully remote position

Preferred Locations: Central Time Zone or Eastern Time Zone

Who We Are:

We are K1X. Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, by bringing long- established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF based-process to an all-digital experience via our software solutions. Join us at the start of something exciting!

Your Role:

As an Enterprise Account Executive, you are responsible for engaging with our largest prospective and current customers. In this position you manage a book of current customers and look to expand with new customers within your territory. On a regular basis you will be responsible for consulting with VPs and C-Level Executives in the Financial Services Industry to help them solve their business challenges.

Requirements

Your Responsibilities:

  • Closing Enterprise-level Deals
    • Become an expert in the K1x platform and services offering
    • Develop a strong understanding of key differentiators and the competitive landscape
    • Build relationships and sell consultatively to VP and C-Level within targeted Financial Services accounts
    • Bring in $1.2M+ of New Revenue in the year
    • Act as a leader in our team selling environment. Enterprise Sales is a team sport and each team needs a leader. You’ll be expected to liaise well with members across departments at K1x
    • Consistently manage pipeline data and info, sales activity and ability to accurately forecast
  • Conferences, Events and Partnerships Support
    • Engage with marketing and events team members to achieve goals outlined above
  • Enterprise Sales Strategy
    • Strategically drive complex transactions involving multiple executive level budget holders and decision makers to closure
    • Engage in diligent prospecting by working with your SDR to develop a territory plan that ensures everyone in your region knows your name and how you can help them
    • Help the organization understand how to better move upstream

Who You Are:

  • Intelligent with a technical aptitude to position the benefits of our products
  • Strong background, or a willingness to quickly learn, the ins and outs of the financial services and tax preparation and management industries
  • Strategic mindset to drive and execute complex enterprise sales processes
  • Proven success selling complex B2B SaaS solutions to C-level executives
    • Selling in to Financial Services a plus
  • Ability to navigate conversations around value, over features and functions
  • 5+ years experience in SaaS sales
  • Consultative sales style with the ability to thrive in a rapidly changing environment
  • Extraordinary commitment to accurately tracking all customer engagement and activity through the use of Hubspot
  • Strong project management and negotiation skills
  • Extreme comfort as a self-starter

It's Truly a Match If You Have:

  • 3+ years experience in Enterprise Sales
  • Previous experience carrying and exceeded quotas of $1M+ (consistent earnings over-achievement in past roles)
  • Consistent track record of success, closing complex and technical sales in highly competitive markets

Benefits

  • Unlimited PTO
  • Fully Remote Opportunity
  • Benefits/401K
  • Growing Startup Culture
  • Stock Option Program

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Experience

5 years minimum

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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