Offer summary

Qualifications:

3-5 years of experience in Client Success, Account Management, or a similar role., Strong background in financial technology or enterprise-level tech companies., Experience with client success platforms such as Gainsight and HubSpot., Proven ability to drive product adoption and manage client relationships..

Key responsabilities:

Serve as the primary contact for a portfolio of clients, ensuring successful onboarding and product adoption.

Lead implementation efforts and configure solutions that align with client business goals.

Develop and execute tailored success plans to optimize client ROI and efficiency.

Collaborate with account management and sales to identify expansion opportunities and support cross-selling efforts.

Job description

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 seamless onboarding, successful adoption, and long-term optimization of our product. This role blends customer success management with implementation expertise, guiding clients through detailed onboarding and change management, ensuring they achieve maximum adoption, and driving long-term value from our software. You will work cross-functionally with account management, sales, product, and support teams to proactively address client needs, improve product usage, and enhance overall satisfaction.

Responsibilities:

Serve as the primary contact for a portfolio of clients, ensuring they successfully onboard, adopt, and maximize the value of our product.
Lead implementation efforts, working closely with clients to configure solutions that align with their business goals.
Proactively manage client relationships, enabling full product adoption, minimizing risk, and driving long-term engagement.
Develop and execute tailored success plans to optimize client ROI and efficiency.
Provide ongoing training, support, and best practices to drive client satisfaction and deep product utilization.
Collaborate with account management and sales to identify expansion opportunities and support cross-selling efforts.
Partner with product and engineering teams to advocate for clients’ needs and provide actionable feedback for platform improvements.
Monitor and analyze client data to ensure optimal usage, identify trends, and recommend strategies for increased adoption.
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 in a SaaS or startup environment is highly preferred.
Strong background in financial technology or enterprise-level tech companies.
Experience with client success platforms such as Gainsight and HubSpot.
Proven ability to drive product adoption, manage client relationships, and deliver value-based solutions.
Strong problem-solving skills and ability to provide data-driven insights.

Benefits