Teams at K1X, inc.

Lead client onboarding, training, and adoption for a tax-focused platform. Coordinate implementations, deliver tailored training, design adoption plans, monitor usage, advise on workflow transformation, and relay product feedback to cross-functional teams.

Sell and expand enterprise accounts for K1X's digital K-1 SaaS platform by managing pipelines, consulting with VP/C-level financial services buyers, closing complex deals, achieving $1.2M+ new revenue annually, coordinating with SDRs and cross-functional teams, and supporting events and partnerships.

Build and maintain AI-powered agent workflows and integrations across the GTM stack to automate the customer lifecycle (acquisition, onboarding, adoption, expansion, renewal). Own orchestration, data pipelines, reporting, and partner activation; translate playbooks into measurable systems and partner with revenue teams to reduce manual work and deliver executive-ready insights.