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.

Sales Development Representative

Product Manager

• Own the platform roadmap for shared infrastructure including APIs, authentication and authorization, data layer, multi-tenancy, and CI/CD pipelines
• Define platform investment priorities by balancing internal developer productivity with product-facing reliability and scalability needs
• Drive build-vs-buy decisions for infrastructure components and evaluate emerging technologies for platform adoption
• Coordinate with product-line PMs to identify shared needs, prevent duplicative work across modules, and sequence platform capabilities against product launch timelines
• Own the integration infrastructure strategy powering connections to tax preparation software including CCH Axcess, GoSystem, UltraTax, and ProSystem fx
• Define validation gating, primary key management, and data integrity standards for all outbound integrations
• Improve integration reliability by addressing known pain points
• Write clear PRDs, technical requirement outlines, and acceptance criteria for integration and platform initiatives
• Govern how structured and unstructured tax data flows through the platform, ensuring consistency and traceability across all product modules
• Partner with security and compliance teams to maintain SOC 2 Type II certification and enforce secure document handling across all platform services
• Define data access patterns, retention policies, and audit requirements that support both current products and future data monetization initiatives

Product Manager – Platform

Infrastructure Engineer

• - Design, build, and maintain Azure-based infrastructure, with a primary focus on Azure Kubernetes Service (AKS) for reliability, scalability, and developer experience.
• - Architect and operate infrastructure to support continuous availability — including zero-downtime deployments, automated rollouts, and the ability to scale capacity up and down in response to predictable demand peaks and quiet periods throughout the year.
• - Own system reliability and maintenance practices, including patching, upgrades, and configuration management across environments, ensuring infrastructure remains healthy, current, and audit-ready.
• - Develop and maintain disaster recovery and business continuity plans — including documented runbooks, tested recovery procedures, rollback strategies, and data recovery protocols that can be executed confidently when needed.
• - Develop and document reusable tools, networking patterns, and infrastructure templates for engineering teams to follow.
• - Collaborate cross-functionally with engineering teams when infrastructure changes are coming, or when working with them to understand what they need.
• - Own and improve CI/CD pipelines using GitHub Actions ensuring fast, reliable, and secure delivery of workflows.
• - Manage infrastructure-as-code using Terraform, enabling repeatable and auditable provisioning across environments.
• - Implement and maintain observability and monitoring solutions, including Grafana dashboards and alerting, to provide teams with clear visibility into system health.
• - Manage identity and access using Microsoft Entra ID, applying least-privilege principles across services and teams.
• - Approach all infrastructure work with a security-first mindset — proactively identifying risks, enforcing compliance patterns, and communicating deviations from standard operating procedures.
• - Communicate clearly with stakeholders and adjacent teams on infrastructure changes, timelines, and dependencies.
• - Contribute to the team's knowledge base by creating runbooks, architecture documentation, and onboarding guides.

Platform Infrastructure Engineer

Product Marketing

• Own go-to-market strategy and execution for new product launches, feature releases, and market expansion initiatives across the K1x platform
• Develop launch plans, messaging frameworks, release tiers, and cross-functional rollout timelines
• Build and manage the product marketing calendar aligned to tax filing cycles, renewal periods, and strategic business priorities
• Partner with Product leadership to communicate roadmap innovation and reinforce K1x’s category leadership
• Develop and evolve differentiated positioning and messaging for K1 Aggregator, K1 Creator, 990 Tracker, and K1xChange
• Conduct competitive analysis across tax workflow, extraction, and financial technology platforms
• Build and maintain competitive battle cards, objection-handling frameworks, and win/loss insights
• Translate K1x’s AI and extraction capabilities into clear value propositions for both technical and non-technical audiences
• Monitor industry trends, pricing movements, and emerging market opportunities to inform strategy
• Create and maintain sales enablement materials including pitch decks, one-pagers, case studies, ROI calculators, demo scripts, and competitive comparisons
• Partner closely with Sales leadership to understand buyer personas, sales cycles, and market dynamics across CPA firms, institutional investors, family offices, and enterprise accounts
• Develop segment-specific messaging and GTM playbooks for key verticals including Top 100 accounting firms, tax-exempt entities, and financial institutions
• Train revenue teams on new product capabilities, positioning updates, and competitive differentiation
• Establish K1x as a leading voice in private markets tax technology through original research, strategic content, and industry engagement
• Develop content strategies across whitepapers, webinars, blogs, customer stories, and conference presentations
• Support analyst relations, public relations, and executive thought leadership initiatives
• Identify opportunities to leverage K1x’s proprietary dataset and market insights for differentiated industry content
• Serve as the internal voice of the market by synthesizing customer feedback, buyer behavior, and industry trends into actionable recommendations
• Partner with Customer Success to develop customer advocacy programs including testimonials, references, and case studies
• Provide market intelligence that helps shape product strategy, packaging, and positioning decisions

Director of Product Marketing

Full-stack Engineer

• - Design, build, and maintain full-stack applications using C#, .NET, Angular, and Azure
• - Own features end-to-end (requirements → development → deployment → support)
• - Break down problems into scalable, maintainable solutions
• - Write clean, production-ready code
• - Participate in code reviews and contribute to engineering best practices
• - Collaborate closely with product and engineering teams
• - Contribute to feature-level design and architecture (not just implementation)
• - Improve CI/CD pipelines and development workflows
• - Troubleshoot and resolve issues across distributed systems

Senior Software Engineer

Client Services Representative

• Provide fast, professional, and empathetic customer support through messaging and ticketing channels
• Manage multiple client conversations simultaneously, ensuring timely responses and effective issue resolution
• Document and escalate complex cases to Product, Engineering, or Client Success teams when necessary
• Partner with the Client Success team to deliver seamless client experiences across support and account management
• Leverage AI tools to enhance client interactions and improve ticket resolution efficiency
• Analyze client inquiries to identify insights and recommend opportunities to optimize AI-powered chatbots, self-help resources, and automated workflows
• Expand and refine the knowledge base to address recurring questions and emerging product issues
• Monitor support trends and client feedback to proactively identify areas for improvement
• Collaborate with Product and Engineering teams to surface recurring issues and advocate for product enhancements
• Contribute to internal documentation and training materials to strengthen support processes

Client Support

Revenue Operations

• Evolve and run the revenue operating system that drives predictable performance
• Own the forecasting cadence, commercial governance, territory model, whitespace and renewal intelligence, Win/Loss program
• Operate as a senior power user of HubSpot, building dashboards, reports, and workflows
• Run a consistent monthly forecasting cadence across new business, upsell, and renewals
• Execute revenue planning modeling under the direction of the Head of Business Operations
• Own pricing validation and deal approval workflows through PandaDoc
• Maintain and grow whitespace and revenue under management reporting
• Own the recurring monthly executive reporting package, partnering with Head of Business Operations

K1X