Client Partner

• 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.
• 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.
• 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.
• 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.
• 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.

Client Enablement Manager

Account Executive

• As an Enterprise Account Executive, you are responsible for engaging with our largest prospective and current customers.
• In this position you manage a book of current customers and look to expand with new customers within your territory.
• On a regular basis you will be responsible for consulting with VPs and C-Level Executives in the Financial Services Industry to help them solve their business challenges.

Enterprise Account Executive

Full-stack Engineer

• Architect and build AI-powered automation that runs underneath our go-to-market engine.
• Design and ship the agents, workflows, and integrations for customer lifecycle management.
• Build intelligent orchestration connecting sales, marketing, partnerships, and customer success.
• Engineer automation behind the customer lifecycle, ensuring measurable progression.
• Translate behavior and health signals into automated nudges for commercial teams to act on.
• Build operational infrastructure for partner activation, onboarding workflows, and performance dashboards.
• Maintain integrations across business systems ensuring clean data flow and governance.
• Proactively hunt for automation opportunities across customer and partner lifecycle.

GTM Operations Engineer

QA Engineer

• Develop comprehensive understanding of the Next Platform application, its architecture, and business workflows
• Master K-1 partnership and S-corporation tax forms, tax processing rules, and related financial documents
• Understand and articulate complex tax domain concepts to guide testing strategy and prioritization
• Serve as the quality authority for application functionality, user workflows, and business requirements
• Collaborate with Product Management to ensure requirements are testable and complete
• Identify gaps in requirements and advocate for clarity before development begins
• Perform sophisticated manual testing for complex scenarios, new features, and critical business workflows
• Design and execute exploratory testing sessions to uncover edge cases and usability issues
• Conduct deep-dive testing of integrations with external tax systems and data sources
• Validate document processing accuracy, including PDF generation and tax form calculations
• Test complex user journeys end-to-end to ensure seamless experience
• Design, architect, and implement comprehensive test automation frameworks using Playwright as the primary E2E and API testing framework
• Leverage Claude Code (AI-assisted development) to accelerate test case generation, maintain test suites, and improve overall automation output
• Lead the integration of Playwright-based automated tests into CI/CD pipelines, ensuring seamless deployment validation
• Establish Playwright and Claude Code best practices, coding standards, and reusable patterns for the QA team
• Drive the adoption of shift-left testing practices across development teams, using Claude Code to generate and validate tests early in the SDLC
• Build reusable Playwright test libraries, page object models, and utilities to accelerate automation development
• Evaluate and integrate additional testing tools and technologies as needed to complement the Playwright + Claude Code foundation
• Define and implement QA strategies aligned with Next Platform goals and timelines
• Conduct risk-based regression analysis and establish testing priorities for releases
• Develop comprehensive test plans and strategies for functional, regression, integration, API, and security testing
• Leverage AI tools and techniques for requirements analysis, test case generation, and quality validation
• Establish quality metrics and KPIs to measure testing effectiveness
• Lead testing efforts for complex features and system integrations
• Provide technical guidance on test architecture, design patterns, and best practices
• Drive continuous improvement in QA processes, tools, and methodologies
• Champion quality throughout the software development lifecycle (SDLC)
• Influence engineering decisions with a quality-first perspective
• Design and execute sophisticated test scenarios for end-to-end (E2E), API, and integration testing
• Balance automation and manual testing based on feature complexity, risk, and return on investment
• Identify, document, and track defects using Jira, ensuring timely resolution and thorough root cause analysis
• Collaborate with development teams to reproduce complex issues and validate fixes
• Work with Production Support to improve bug response times and establish proactive monitoring strategies
• Apply application knowledge to assess defect severity and business impact accurately
• Mentor and guide QA team members in automation development, manual testing techniques, and domain knowledge acquisition
• Lead technical discussions and code reviews for test automation
• Share expertise across the team through documentation, training sessions, and pair testing/programming
• Act as a QA representative in cross-functional meetings, providing insights on quality metrics and risk mitigation
• Foster a whole-team approach to quality across the organization
• Build and maintain comprehensive test case repositories for the Next Platform
• Organize test cases systematically to support efficient regression testing and release planning
• Ensure test documentation is current, comprehensive, and accessible to the team
• Establish traceability between requirements, test cases, and defects
• Generate detailed test reports and communicate results, risks, and recommendations to stakeholders
• Monitor and analyze testing metrics to identify trends, bottlenecks, and improvement opportunities
• Provide visibility into quality status and testing progress through dashboards and regular updates

Senior Quality Assurance Engineer

Sales Development Rep

• Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn.
• Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations.
• Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences.
• Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline, engaging prospects to uncover needs before scheduling discovery meetings for Account Executives.
• Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting.
• Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps.
• Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting.
• Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked.
• Review your own metrics regularly and refine your approach based on what the data tells you.
• Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape.
• Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy.

K1X

Client Enablement Manager

Enterprise Account Executive

GTM Operations Engineer

Senior Quality Assurance Engineer

Sales Development Representative