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:
The Client Enablement Specialist plays a vital role in driving adoption and ensuring our clients fully leverage K1X's tools and solutions. This role is focused on onboarding, training, and providing ongoing support to our clients, thereby ensuring that users confidently navigate and utilize our platform. As a key ambassador of K1X, you will proactively engage with clients, deliver tailored training sessions, and foster seamless communication between client teams and our internal departments.
Responsibilities:
Onboarding & Implementation
- Own end-to-end onboarding for assigned client accounts, using standardized implementation framework.
- Execute repeatable onboarding plans aligned to defined service tiers.
- Coordinate with internal technical teams to support system and user configuration and data integration.
- Ensure onboarding milestones, timelines and deliverables are met consistently across accounts.
Training & Enablement
- Deliver standardized training sessions to functional user groups (preparers, reviewers, centralized teams) focused on core workflows & best practices.
- Facilitate group trainings, office hours, and working sessions designed for scale and repeatability.
Adoption Acceleration
- Monitor usage and adoption metrics across assigned accounts to ensure clients reach early and ongoing value milestones.
- Proactively identify underutilization trends and execute adoption interventions.
- Support standardized workflow adoption across practice areas within scope.
- Partner with Account Managers to maintain alignment on client health and service expectations.
Client Change Enablement
- Serve as the primary point of contact for enablement-related questions within the defined service scope.
- Guide clients through standardized workflow changes and reinforce best practices.
- Document common challenges, FAQs & repeatable solutions to continuously improve scaled enablement programming.
Cross-Functional Collaboration
- Partner with Product Support to ensure smooth go-live transitions and efficient issue resolution.
- Provide structured feedback to Product and Enablement teams based on trends observed across the client base.
- Escalate complex transformation, customization, or executive-level needs to SVP of Client Enablement when required.
Requirements
- 1-3 years of experience in tax, tax technology, client service, or enablement-focused roles within public accounting or in-house tax departments.
- Working knowledge of Schedule K-1 tax workflows
- Experience delivering onboarding, training, or client support in structured repeatable environment.
- Familiarity with tax software, tax automation tools or tax compliance platforms.
- Strong organizational and time-management skills with the ability to manage a high volume of accounts.
- Clear, confident communicator with the ability to simplify workflows and reinforce standard processes.
- Comfort working with adoption metrics, usage data, and client feedback to guide next steps.
- Experience using K1x’s K1Aggregator product is a plus
- Experience using modern CRM tools to track onboarding milestones, monitor adoption activity, and maintain accurate client records.
Benefits
- Unlimited Vacation Policy + Sick Time + Holidays
- Paid Parental Leave
- Fully Remote Opportunity
- Healthcare Benefits and 401K
- Growing Startup Culture
