Job Details

Client Enablement

Who We Are:

K1X is the leading data distribution platform for alternative investments. 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.

Role Overview:

At K1X, the Client Enablement team is the strategic engine behind successful onboarding, adoption, and transformation. This department is purpose-built to ensure clients not only implement our platform but fully realize its long-term value across their organization. We focus on enablement - not just support - delivering structured onboarding, tailored training, and adoption frameworks that drive measurable outcomes.

Responsibilities:

Onboarding & Implementation:

• 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.

Training & Enablement:

• 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.

Adoption Acceleration:

• 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.

Client Transformation & Change Management:

• 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.

Cross-Functional Collaboration:

• 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.