Client Success Manager

Who We Are:

K1X is the leading data distribution platform for alternative investments. Simply put, our mission is to digitize the K-1 ecosystem. Our AI-powered K-1 extraction technologies surpass all other competition, and we’re the first to produce a digital K-1. Learn more at www.k1x.io.

 

Role Overview:

As a Client Success Manager, you will be the key point of contact for our clients, ensuring their successful adoption, satisfaction, and growth with our product. You will work closely with cross-functional teams, particularly sales and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.

 

Responsibilities:

• Serve as the primary contact for a portfolio of clients, ensuring they derive maximum value from our product.
• Proactively manage client relationships, enabling maximum adoption, minimizing risk, securing retention and identify areas for client growth.
• Understand clients’ business goals and generate tailored success plans to optimize client ROI.
• Lead negotiations and support the close of renewals and upsell opportunities.
• Work closely with the sales team to identify and act on cross-selling opportunities.
• Collaborate with the product and engineering teams to advocate for clients’ needs and provide feedback on product enhancements.
• Monitor and analyze client data to ensure optimal usage and additional product engagement of the platform and provide actionable insights.
• Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.

Requirements

•  3-5 years of experience in Client Success, Account Management, or a similar role.

•  Previous experience working in a startup environment is highly preferred.

•  Strong background in financial technology or enterprise-level tech companies.

•  Strong experience with client success software such as Gainsight and Hubspot.

•  Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment.

•  Ability to solve complex problems and provide data-driven insights.

•  Experience working with data analytics tools, CRMs, or client reporting systems.

•   A growth mindset with a drive to advance in your career and adapt in a fast-growing company.

•   Excellent communication and interpersonal skills, with the ability to influence key stakeholders.

Benefits

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

K1x is the leading data distribution platform for alternative investments. Our AI-powered SaaS solution digitizes and distributes data seamlessly–connecting investors, advisors, tax software, portals, accounting firms, IRS and state taxing authorities–simplifying complex processes, accelerating filings, reducing costs, and delivering greater control, transparency, and accessibility.