Account Manager

5+ years of experience in Account Management or Enterprise Sales within SaaS, ideally in tax technology, financial software, or related fields Proven ability to own renewals, manage complex accounts, and negotiate contracts Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures Experience presenting to senior decision-makers and running structured business reviews Data mindset with comfort using CRM and analytics tools to forecast and monitor client health Excellent communication and relationship skills with a consultative, solutions approach Experience in a startup or high-growth environment

Own a portfolio of clients, driving satisfaction, renewal and growth Serve as a trusted advisor who understands client workflows, goals, and metrics Lead renewal and expansion discussions with insights and commercial positioning Lead business reviews with key stakeholders to reinforce ROI, identify growth areas Build annual and quarterly account plans aligned to client priorities and K1x objectives Translate usage and performance data into actionable recommendations for clients Partner with Product, Finance and Commercial teams to drive results, timely resolution Surface client insights and product feedback to help shape roadmap priorities Partner with Sales on cross-sell and expansion initiatives within assigned accounts Monitor account health metrics and proactively address adoption gaps Coach clients on best practices and new features to drive ongoing platform engagement Use data storytelling to demonstrate impact and deepen client investment in K1x Lead client escalations with clarity and composure Coordinate internal teams to deliver effective solutions quickly Maintain transparency and trust throughout the resolution process