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 an Account Manager, you will be the key point of contact for our clients, managing and growing a portfolio of existing customer accounts, with a primary focus on securing renewals and identifying revenue expansion opportunities. You will work closely with cross-functional teams, particularly sales, client success, and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.

• Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1x products

• Develop and maintain accurate revenue forecasts, working closely with finance, sales, client success, and operations teams

• Monitor account health metrics and revenue indicators to predict and prevent potential churn

• Lead negotiations and support the close of renewals and upsell opportunities.

• Work closely with the sales team to identify and act on cross-selling opportunities.

• Monitor and analyze client data in collaboration with the client success team to ensure optimal usage and additional product engagement of the platform.

• 3-5 years of experience in Account Management or Sales roles.

• Previous experience working in a startup environment is highly preferred.

• Strong background in financial technology or enterprise-level tech companies.

• Strong experience with client success software such as Gainsight and Hubspot.

• Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment.

• Ability to solve complex problems and provide data-driven insights.

• Experience working with data analytics tools, CRMs, or client reporting systems.

• A growth mindset with a drive to advance in your career and adapt in a fast-growing company.

• Excellent communication and interpersonal skills, with the ability to influence key stakeholders.

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