Account Manager

Summary

Join K1X, a leading data distribution platform for alternative investments, as an Account Manager. You will be the primary point of contact for clients in tax and financial services, focusing on retention, growth, and product engagement. This client-facing role demands a deep understanding of tax workflows and strong relationship-building skills. Collaborate with various teams to maximize client value and contribute to the company's growth. The position requires 3–5 years of experience in Account Management or Sales, ideally in tax technology or SaaS. A deep understanding of tax workflows and reporting is crucial. K1X offers unlimited vacation, paid parental leave, remote work, healthcare benefits, and a 401k.

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
• 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

Responsibilities

• 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

Preferred Qualifications

• Experience working in a startup or fast-growth tech environment is highly preferred
• Background in financial technology or enterprise software with complex client requirements

Benefits

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