Apply on Employer Site

K1X, Inc. · 1 day ago

Client Enablement Specialist

United States

Full-time

Remote

Entry, Mid Level

K1X, Inc. is the leading data distribution platform for alternative investments, aiming to digitize the K-1 ecosystem. The Client Enablement Specialist is responsible for onboarding, training, and supporting clients to ensure they effectively utilize K1X's tools and solutions.

Information Technology

Responsibilities

Own end-to-end onboarding for assigned client accounts, using standardized implementation framework

Execute repeatable onboarding plans aligned to defined service tiers

Coordinate with internal technical teams to support system and user configuration and data integration

Ensure onboarding milestones, timelines and deliverables are met consistently across accounts

Deliver standardized training sessions to functional user groups (preparers, reviewers, centralized teams) focused on core workflows & best practices

Facilitate group trainings, office hours, and working sessions designed for scale and repeatability

Monitor usage and adoption metrics across assigned accounts to ensure clients reach early and ongoing value milestones

Proactively identify underutilization trends and execute adoption interventions

Support standardized workflow adoption across practice areas within scope

Partner with Account Managers to maintain alignment on client health and service expectations

Serve as the primary point of contact for enablement-related questions within the defined service scope

Guide clients through standardized workflow changes and reinforce best practices

Document common challenges, FAQs & repeatable solutions to continuously improve scaled enablement programming

Partner with Product Support to ensure smooth go-live transitions and efficient issue resolution

Provide structured feedback to Product and Enablement teams based on trends observed across the client base

Escalate complex transformation, customization, or executive-level needs to SVP of Client Enablement when required

Qualification

Client onboardingTraining deliveryData integrationClient communicationCross-functional collaboration

Required

Experience in client onboarding and training

Strong communication and interpersonal skills

Ability to analyze usage and adoption metrics

Experience in facilitating group training sessions

Proven ability to manage multiple client accounts

Strong organizational skills and attention to detail

Ability to work collaboratively with cross-functional teams

Experience in documenting processes and solutions

Preferred

Experience in the financial services or alternative investments industry

Familiarity with data integration and system configuration

Knowledge of K-1 forms and the K-1 ecosystem

Experience with client relationship management tools

Company

K1X, Inc.

A Fast Company “Most Innovative Companies 2025” honoree, K1x is the leading data distribution platform for alternative investment tax compliance as well as the industry standard, IRS-certified solution for seamless tax-exempt filings.

Founded in 2022