K1X

K1X is a pioneering data distribution platform focused on alternative investments, utilizing AI-driven SaaS solutions to streamline data digitization and distribution for investors, advisors, and various stakeholders, enhancing efficiency and transparency in financial processes.

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🔥 Data Scientist
Posted 2024-11-21

đź“Ť United States

🧭 Full-Time

🔍 Alternative investments

  • PhD or Master’s degree in a relevant quantitative field (data science, mathematics, statistics), or equivalent experience.
  • 6+ years of industry experience as a data scientist with a focus on NLP/NLU projects.
  • Demonstrated experience leading end-to-end data science project implementations.
  • Strong programming background in Python and a strong understanding of machine learning frameworks and libraries (e.g. scikit-learn, PyTorch, spaCy).
  • Excellent communication and collaboration skills, exceptional problem-solving skills.

  • Develop and optimize machine learning models for parsing, extracting, and categorizing data in PDF tax documents.
  • Collaborate with cross-functional teams to integrate machine learning solutions into our software products.
  • Apply statistical analysis to identify signals, trends, and insights that can inform product development.
  • Mentor and guide junior data scientists and team members, fostering a collaborative and innovative work environment.

PythonMachine LearningPyTorchProduct DevelopmentData scienceCollaborationAccounting

Posted 2024-11-21
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đź“Ť United States

🧭 Internship

🔍 Alternative investments

  • Currently enrolled in a Bachelor's or Master's degree program in Accounting, Finance, Information Systems, or a related field.
  • Strong interest in tax technology and a desire to learn about tax regulations and compliance.
  • Proficiency in Microsoft Excel and Adobe.
  • Familiarity with tax software and technology platforms such as SAP, Oracle, Vertex, Thomson Reuters, CCH is a plus.
  • Excellent analytical, problem-solving, and communication skills.

  • Assist in Tax Technology Implementation by collaborating with the tax team to implement tax technology solutions such as tax software, automation tools, and data analytics platforms.
  • Conduct Tax Compliance and Regulatory Research to ensure products remain compliant with changing tax laws and regulations.
  • Participate in Quality Assurance activities to ensure tax technology solutions are reliable and functional.
  • Provide Client Support by assisting clients with tax technology products, resolving issues, and developing user materials.
  • Work collaboratively with other departments like finance, IT, and legal to align tax technology initiatives with business goals.

Communication SkillsCollaborationMicrosoft Excel

Posted 2024-11-07
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đź“Ť United States

🔍 Financial technology

  • 3-5 years of experience in Client Success, Account Management, or a similar role.
  • Previous experience 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 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.

  • Serve as the primary contact for a portfolio of clients, ensuring they derive maximum value from our product.
  • Proactively manage client relationships, enabling maximum adoption, minimizing risk, securing retention and identifying areas for client growth.
  • Understand clients’ business goals and generate tailored success plans to optimize client ROI.
  • 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.
  • Collaborate with the product and engineering teams to advocate for clients’ needs and provide feedback on product enhancements.
  • Monitor and analyze client data to ensure optimal usage and additional product engagement, providing actionable insights.
  • Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.

LeadershipData AnalysisCross-functional Team LeadershipData analysisCommunication SkillsAnalytical SkillsCollaborationNegotiation

Posted 2024-11-07
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đź“Ť United States

🧭 Full-Time

🔍 SaaS and tax technology

  • 15+ years of experience in product management or tax transformation with software development.
  • Strong knowledge of tax laws and reporting requirements for partnerships.
  • Strategic mindset focused on business growth and measurable results.
  • Proven track record managing SaaS products from conception to launch.
  • Strong analytical and problem-solving skills.
  • Excellent communication and collaboration skills.
  • Experience in an Agile development environment.
  • Bachelor’s degree in accounting with a tax specialization or related field (MST/MBA preferred).
  • Detail-oriented mindset with a focus on tax reporting accuracy.

  • Report to the Chief Technology & Product Officer and lead the product development team, including product managers and analysts.
  • Lead the product development lifecycle for tax-related features and enhancements from ideation to launch.
  • Collaborate with senior leadership to establish vision and direction for products.
  • Connect with client leaders to validate product direction.
  • Define and prioritize product features based on customer feedback and market trends.
  • Collaborate with engineering, design, and marketing teams.
  • Ensure accuracy and compliance with tax regulations through team of tax analysts.
  • Maintain tax-related documentation and stay updated on tax laws.
  • Work with sales and support teams to address customer feedback.
  • Stay informed about industry trends and product management best practices.

LeadershipSoftware DevelopmentAgileData AnalysisMachine LearningProduct ManagementProduct DevelopmentData analysisCollaborationAgile methodologies

Posted 2024-11-07
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