Client Enablement Manager

Summary

Join K1x, a leading data distribution platform for alternative investments, as a Client Enablement Manager. You will lead new client onboarding, deliver targeted training, and design adoption plans to drive early usage and accelerated time to value. Responsibilities include coordinating with technical teams, creating enablement materials, monitoring usage trends, and serving as a trusted advisor during transformation efforts. You will collaborate with cross-functional teams, including Product, Sales, Strategic Accounts, and Support. The ideal candidate has 3-5 years of experience in tax, tax technology, or client enablement, a strong understanding of complex tax workflows, and proven project management skills. K1x offers a fully remote opportunity, unlimited vacation, paid parental leave, healthcare benefits, and a 401k.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

• 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