Solution Engineer

Summary

Join K1x, a SaaS company transforming tax software, as a fully remote Solution Consultant. You will play a critical role in helping accounting firms implement and effectively utilize our platform. Responsibilities include delivering compelling demos, guiding clients through onboarding, providing training, and mitigating risks. Success hinges on increasing client conversion, improving implementation success, and driving client confidence. You will collaborate with sales and account management teams, providing feedback to enhance the onboarding experience. This role requires strong tax workflow knowledge, experience in client training and demo environments, and excellent communication skills.

Requirements

• 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company
• Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines
• Strong experience in live demo environments and delivering high-impact client training
• Excellent communication skills, particularly when teaching and simplifying complex systems
• Experience supporting onboarding, managing escalations, and helping clients navigate change
• Knowledge of CRM and project management tools like HubSpot, Asana, or similar
• Exceptional attention to detail with an empathetic and proactive approach to client success

Responsibilities

• Increase new client conversion through targeted demos and pre-sale support
• Improve implementation success and reduce time to first value through structured onboarding execution
• Drive client confidence through effective training, improving filing readiness and satisfaction
• Identify and surface early risks or enablement gaps to Account Management
• Reduce escalations by proactively guiding clients through setup, training, and usage milestones
• Provide Sales, Product & Account Management feedback to improve the onboarding experience
• Deliver demos tailored to client tax workflows, entity structure, and seasonality needs
• Support Sales in objection handling and RFP responses with workflow-based consultation
• Lead early-stage product webinars and education sessions for prospects
• Create, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirements
• Train clients on system setup, filing workflows, and best practices for complex tax environments
• Guide firms through critical deadlines, ensuring confidence and platform familiarity
• Provide structured support to ensure a smooth launch and early client success
• Step into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocks
• Partner with Account Managers to surface risks and recommend next steps
• Provide targeted and proactive guidance during deadline periods and escalations
• Lead the transition between Sales & Account Managers post-contract signing
• Provide feedback to Product and Marketing based on real-world client interactions
• Keep demo and training assets up to date with the latest feature enhancements

Preferred Qualifications

• Workflow Whisperer – You know how firms operate and can speak their language
• Training Champion – You make people feel capable and ready, not overwhelmed
• Solution Provider – No problem is insurmountable and every puzzle has a solution
• Onboarding Partner – You help clients implement the plan and stay on course
• Escalation Ally – You jump in when needed and help stabilize key relationships
• Process-Minded – You think in milestones, outcomes, and the client’s perspective
• Collaborative by Nature – You work well with Sales and Account Managers, ensuring alignment from first call to renewal

Benefits

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