Client Enablement Manager

K1X

Client Enablement Manager leading client onboarding and training processes at K1X for tax technology. Focusing on execution and supporting clients in maximizing value from the platform.

Posted 7/13/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding and transformation within tax environments, with a strong focus on process improvement, project management, and effective communication. Capable of leveraging tax technology and analytics to drive adoption and enhance client success.

Highest-signal resume keywords

Client OnboardingTax TechnologyProject ManagementWorkflow TransformationTax Compliance Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax E-Filing PlatformsTax Automation ToolsK-1 Reporting990 FilingsData IntegrationUtilization TrackingProcess ImprovementClient EnablementAnalytical SkillsCross-Functional Coordination

Soft Skills

Effective CommunicationClient-First MindsetSimplifying Complexity

Tools & Technologies

K1Aggregator990 Tracker

Industry Keywords

Public AccountingIn-House Tax DepartmentsOnboarding PlansAdoption PlansInternal Playbooks

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

3–5 years of experience in tax, tax technology, client enablement, or transformation-focused roles within public accounting or in-house tax departments.
Proven track record of leading onboarding, workflow transformation, or process improvement initiatives in tax environments.
3+ years working with tax e-filing platforms, tax automation tools, or tax compliance software
Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filings
Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability across client and internal stakeholders.
Effective communicator with a client-first mindset and the ability to simplify complexity
Experience using K1x products (K1Aggregator or 990 Tracker) is a plus
Analytical mindset with the ability to derive insights from usage data, client feedback, and system trends to inform strategies and guide transformation.

Benefits

Comp & perks

Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup Culture