Client Enablement Manager

13 hours ago
Full-time
Mid Level
Project and Program Management
K1x

K1x

K1X is a 'fintech' company specializing in AI automation software for K 1s, K 3s, and 990s. With a team of experts in the financial industry, we aim to revolutionize the K 1 experience by digitizing the traditionally analog process through our cutting-...

Internet Software & Services
51-250
Founded 2022
$15M raised

Description

  • Lead new client onboarding from kickoff through go-live to ensure a structured and timely implementation experience.
  • Tailor onboarding plans to 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 different functional user groups and build confidence in platform usage.
  • Create enablement materials and host live working sessions to build internal champions and self-sufficiency.
  • Design and execute adoption plans that accelerate time to value and track utilization milestones.
  • Monitor usage trends to identify at-risk accounts and underutilized features.
  • Collaborate with account managers to drive multi-practice adoption and cross-functional alignment.
  • Advise clients through transformation efforts, including workflow, team structure, and offshore enablement changes.
  • Partner with Product, Sales, Strategic Accounts, Support, executive sponsors, and practice leaders to align feedback, expansion, handoffs, and success criteria.

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 K-1 reporting or 990 filings.
  • Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability.
  • Effective communicator with a client-first mindset and the ability to simplify complexity.
  • Analytical mindset with the ability to derive insights from usage data, client feedback, and system trends.
  • Experience using K1X products such as K1Aggregator or 990 Tracker is a plus.

Benefits

  • Unlimited vacation policy, sick time, and holidays.
  • Paid parental leave.
  • Fully remote opportunity.
  • Healthcare benefits and 401(k).
  • Growing startup culture.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Pooled Customer Success Manager, SMB

Muck Rack 51-250 Internet Software & Services

Muck Rack is hiring a Pooled Customer Success Manager to support SMB customers through shared, task-driven lifecycle work that drives adoption, retention, satisfaction, and renewals in a fully distributed SaaS environment.

Agile Salesforce
12 hours ago

Customer Success Manager, NAM

Veracross 51-250 Internet Software & Services

Veracross is hiring an entry-level Level I Customer Success Manager to support North American K-12 school customers with adoption, retention, and account growth across its SaaS school information system platform.

CRM
12 hours, 15 minutes ago

Customer Success Manager (Australia)

peopleworth 1-10 Human Resources Services

peopleworth is hiring a Customer Success Manager / Student Success Manager to support learners throughout a digital education program, from onboarding to completion, with the goal of driving engagement, progress, and successful outcomes.

12 hours, 30 minutes ago

Customer Success Manager Senior

Orquest 11-50 Food Products

Orquest is hiring a Customer Success Manager to oversee client relationships in its AI and machine learning-powered retail software business, driving adoption, customer value, and renewals.

CRM HubSpot Machine Learning Power BI
12 hours, 30 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers