K1X

• 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. • 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. • 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. • 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. • 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.

Role Description 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. Qualifications - 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 - Unlimited Vacation Policy + Sick Time + Holidays - Paid Parental Leave - Fully Remote Opportunity - Healthcare Benefits and 401K - Growing Startup Culture

• Architect and build AI-powered automation that runs underneath our go-to-market engine. • Design and ship the agents, workflows, and integrations for customer lifecycle management. • Build intelligent orchestration connecting sales, marketing, partnerships, and customer success. • Engineer automation behind the customer lifecycle, ensuring measurable progression. • Translate behavior and health signals into automated nudges for commercial teams to act on. • Build operational infrastructure for partner activation, onboarding workflows, and performance dashboards. • Maintain integrations across business systems ensuring clean data flow and governance. • Proactively hunt for automation opportunities across customer and partner lifecycle.

• Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn. • Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations. • Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences. • Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline, engaging prospects to uncover needs before scheduling discovery meetings for Account Executives. • Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting. • Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps. • Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting. • Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked. • Review your own metrics regularly and refine your approach based on what the data tells you. • Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape. • Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy.

• Own the platform roadmap for shared infrastructure including APIs, authentication and authorization, data layer, multi-tenancy, and CI/CD pipelines • Define platform investment priorities by balancing internal developer productivity with product-facing reliability and scalability needs • Drive build-vs-buy decisions for infrastructure components and evaluate emerging technologies for platform adoption • Coordinate with product-line PMs to identify shared needs, prevent duplicative work across modules, and sequence platform capabilities against product launch timelines • Own the integration infrastructure strategy powering connections to tax preparation software including CCH Axcess, GoSystem, UltraTax, and ProSystem fx • Define validation gating, primary key management, and data integrity standards for all outbound integrations • Improve integration reliability by addressing known pain points • Write clear PRDs, technical requirement outlines, and acceptance criteria for integration and platform initiatives • Govern how structured and unstructured tax data flows through the platform, ensuring consistency and traceability across all product modules • Partner with security and compliance teams to maintain SOC 2 Type II certification and enforce secure document handling across all platform services • Define data access patterns, retention policies, and audit requirements that support both current products and future data monetization initiatives

- Own pipeline development across the four core k1xChange personas: GPs and fund managers (PE, VC, RE), LPs and institutional investors, tax and accounting firms, and fund administrators and custodians. - Build and maintain executive relationships across the alternatives ecosystem — becoming a trusted advisor, not a vendor, to senior decision-makers (CFOs, COOs, Heads of Tax, Tax Partners, CTOs, Heads of Operations). - Stand up a new industry consortium in partnership with the President: identify and recruit founding members, help shape the charter, and drive sustained participation. - Translate strategic value into economic narratives tailored for each persona — quantifying working-capital unlock, cycle-time compression, audit readiness, and risk reduction. - Run discovery and demand-generation campaigns that surface adoption blockers and feed product, partnerships, and marketing priorities. - Represent K1x in the field at industry conferences, working groups, and roundtables; convert presence into qualified pipeline and consortium engagement. - Maintain disciplined account plans, forecasts, and CRM hygiene so complex multi-stakeholder deals are legible to leadership and reproducible across the team.

Role Description We are hiring a Strategic Business Development Manager — k1xChange to build demand across every persona on the network and help shape the industry consortium that will define how K-1 data moves for years to come. You will work directly with the President of the group and a bench of industry veterans. We care less about a perfect résumé than about the candidate who shows up hungry, thinks strategically, learns fast, and refuses to lose. Prove that, and there is a clear path to grow into a senior leadership role. This is not a transactional sales seat. You will operate in white space — building relationships with GPs, LPs, tax and accounting firms, and fund administrators; articulating a vision they have not seen before; and helping us recruit, organize, and lead the consortium that will codify it. If you are energized by long-cycle, multi-stakeholder work where the prize is reshaping how an industry moves capital, this role is for you. What You Will Do - Own pipeline development across the four core k1xChange personas: GPs and fund managers (PE, VC, RE), LPs and institutional investors, tax and accounting firms, and fund administrators and custodians. - Build and maintain executive relationships across the alternatives ecosystem — becoming a trusted advisor, not a vendor, to senior decision-makers (CFOs, COOs, Heads of Tax, Tax Partners, CTOs, Heads of Operations). - Stand up a new industry consortium in partnership with the President: identify and recruit founding members, help shape the charter, and drive sustained participation. - Translate strategic value into economic narratives tailored for each persona — quantifying working-capital unlock, cycle-time compression, audit readiness, and risk reduction. - Run discovery and demand-generation campaigns that surface adoption blockers and feed product, partnerships, and marketing priorities. - Represent K1x in the field at industry conferences, working groups, and roundtables; convert presence into qualified pipeline and consortium engagement. - Maintain disciplined account plans, forecasts, and CRM hygiene so complex multi-stakeholder deals are legible to leadership and reproducible across the team. Qualifications - Relentless hunger and drive. You wake up wanting to be in front of customers and prospects. You move fast, follow up faster, and you do not need to be told twice. - Strategic thinking and structured curiosity. You can sit with a complex multi-party problem, find the leverage points, and turn them into an actionable plan — and you ask better questions than the people around you. - A learning posture. You genuinely want to be mentored by industry veterans, absorb their playbooks, and translate that wisdom into your own. Coachability is the trait we care about most. - Real ability to build trust with senior buyers. You have done it before — at any scale, in any industry where stakes are high — and you can show your work. What matters is that you can do it again, here. - Comfort with long, multi-stakeholder cycles — or a clear appetite to learn how to run them, fast, alongside people who have. - Strong written and verbal communication. Board-ready narrative or a one-pager — you tighten the message based on the room. - High ownership and low ego. Comfortable being the first BD voice in the room and the one taking notes when it matters. - Proven ability to build relationships and credibility with senior executives and external stakeholders. - Experience managing complex, long-cycle, multi-stakeholder opportunities. - Strong strategic thinking and problem-solving skills with the ability to navigate ambiguity and identify growth opportunities. - Excellent verbal, written, and presentation communication skills. - Highly organized with strong follow-through, attention to detail, and pipeline management capabilities. - Demonstrated ability to work independently in a fast-paced, high-growth environment. - Strong learning agility, coachability, and intellectual curiosity. - Willingness to travel as needed for client meetings, conferences, and consortium-related events. Preferred Qualifications - Experience within alternative investments, private equity, venture capital, real estate funds, fund administration, tax technology, accounting technology, or financial services. - Exposure to partnership tax, K-1 workflows, fund operations, or tax compliance processes. - Experience working within startup or high-growth SaaS environments. - Existing relationships across institutional investors, accounting firms, fund managers, or fund administrators. - Exposure to industry consortiums, standards organizations, or working groups. Benefits - Competitive compensation and equity participation. - Comprehensive medical, dental, and vision coverage. - Flexible PTO and company-recognized holidays. - Fully remote work environment. - 401(k) program. - Paid parental leave. Why K1x - Industry-leading AI platform trained on over one million K-1 documents and a proprietary data moat competitors cannot easily replicate. - Opportunity to help define and lead a rapidly evolving category within private markets tax technology. - High-impact role with direct influence on company growth, market positioning, and product strategy. - Collaborative, execution-focused culture built for operators and builders. - Competitive compensation, equity participation, and comprehensive benefits package.

• Own go-to-market strategy and execution for new product launches, feature releases, and market expansion initiatives across the K1x platform • Develop launch plans, messaging frameworks, release tiers, and cross-functional rollout timelines • Build and manage the product marketing calendar aligned to tax filing cycles, renewal periods, and strategic business priorities • Partner with Product leadership to communicate roadmap innovation and reinforce K1x’s category leadership • Develop and evolve differentiated positioning and messaging for K1 Aggregator, K1 Creator, 990 Tracker, and K1xChange • Conduct competitive analysis across tax workflow, extraction, and financial technology platforms • Build and maintain competitive battle cards, objection-handling frameworks, and win/loss insights • Translate K1x’s AI and extraction capabilities into clear value propositions for both technical and non-technical audiences • Monitor industry trends, pricing movements, and emerging market opportunities to inform strategy • Create and maintain sales enablement materials including pitch decks, one-pagers, case studies, ROI calculators, demo scripts, and competitive comparisons • Partner closely with Sales leadership to understand buyer personas, sales cycles, and market dynamics across CPA firms, institutional investors, family offices, and enterprise accounts • Develop segment-specific messaging and GTM playbooks for key verticals including Top 100 accounting firms, tax-exempt entities, and financial institutions • Train revenue teams on new product capabilities, positioning updates, and competitive differentiation • Establish K1x as a leading voice in private markets tax technology through original research, strategic content, and industry engagement • Develop content strategies across whitepapers, webinars, blogs, customer stories, and conference presentations • Support analyst relations, public relations, and executive thought leadership initiatives • Identify opportunities to leverage K1x’s proprietary dataset and market insights for differentiated industry content • Serve as the internal voice of the market by synthesizing customer feedback, buyer behavior, and industry trends into actionable recommendations • Partner with Customer Success to develop customer advocacy programs including testimonials, references, and case studies • Provide market intelligence that helps shape product strategy, packaging, and positioning decisions

• 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 • 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 • 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

Role Description 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. Qualifications - 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 Requirements - 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 - 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 - 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 Benefits - Unlimited Vacation Policy + Sick Time - Fully Remote Opportunity - Healthcare Benefits and 401K - Paid Parental Leave - Access competitive benefits, including unlimited PTO, holidays, healthcare, and 401K - Thrive in a growing startup culture that values innovation and problem-solving - 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