Account Manager

Who We Are: 

At K1x, we are transforming the tax software landscape with technology that brings clarity, efficiency,

and control to complex K-1 and partnership reporting. Our platform powers leading firms and

institutions by simplifying data management, automating compliance, and delivering insights that

strengthen client outcomes.

We are a Series B SaaS company scaling rapidly, trusted by tax and accounting professionals who value

precision and partnership. Every member of our team plays a direct role in shaping how clients

experience our technology and our service, and Account Managers are at the center of that mission.

Role Overview: 

This is a fast-paced, high-ownership role where each day brings new challenges and opportunities to

solve meaningful client problems. It is best suited for someone who thrives on variety, action, and

direct client engagement rather than long enterprise cycles

As an Account Manager at K1x, you will serve as the primary point of contact for a portfolio of clients in

the tax and financial services sector.

You will own renewals, drive adoption, and identify expansion opportunities while building long-term

relationships grounded in trust and measurable outcomes.

This role combines commercial ownership, client partnership, and strategic communication. You will

lead QBRs, manage complex renewals and upsells, and collaborate closely with Product, Support, and

Finance to ensure clients realize the full value of K1x.

This position is ideal for someone who thrives in a fast-paced environment, is confident in executive-

facing conversations, and takes a proactive, data-driven approach to client health and growth.

What You’ll Do:

Client Ownership and Retention

• o Own a portfolio of clients, driving satisfaction, renewal and growth
• o Serve as a trusted advisor who understands client workflows, goals, and metrics
• o Lead renewal and expansion discussions with insights and commercial positioning

Strategic Partnership and QBRs

• o Lead business reviews with key stakeholders to reinforce ROI, identify growth areas
• o Build annual and quarterly account plans aligned to client priorities and K1x objectives
• o Translate usage and performance data into actionable recommendations for clients

Cross-Functional Collaboration

• o Partner with Product, Finance and Commercial teams to drive results, timely resolution
• o Surface client insights and product feedback to help shape roadmap priorities
• o Partner with Sales on cross-sell and expansion initiatives within assigned accounts

Adoption and Value Realization

• o Monitor account health metrics and proactively address adoption gaps
• o Coach clients on best practices and new features to drive ongoing platform engagement
• o Use data storytelling to demonstrate impact and deepen client investment in K1x

Escalation Management

• o Lead client escalations with clarity and composure
• o Coordinate internal teams to deliver eSective solutions quickly
• o Maintain transparency and trust throughout the resolution process

To be successful in this role, you will:

• Spend the majority of your time engaging directly with clients through meetings, QBRs, and

strategic discussions

• Own client renewals while partnering with sales to drive additional account expansion

• Deliver compelling QBRs and executive updates that connect value to measurable business

outcomes

• Use adoption data and client feedback to identify risk early, strengthen engagement, and lead

cross-functional resolution

• Build relationships of trust that position K1x as a long-term partner rather than a vendor

What you Bring:

• 5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields
• Proven ability to own renewals, manage complex accounts, and negotiate contracts
• Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures
• Experience presenting to senior decision-makers and running structured business reviews
• Data mindset with comfort using CRM and analytics tools to forecast and monitor client health
• Excellent communication and relationship skills with a consultative, solutions approach
• Experience in a startup or high-growth environment, with a desire to shape how things are built and improved as the business scales

• Unlimited Vacation Policy + Sick Time + Holidays
• Paid Parental Leave
• Fully Remote Opportunity
• Healthcare Benefits and 401K
• Be part of a team redefining how tax professionals manage complex reporting through automation and insight
• Work directly with leading firms and institutions at the center of the tax and financial ecosystem
• Collaborate with smart, mission-driven peers who take pride in solving hard problems togethe