Client Enablement Specialist
Company:K1X
Location:United States
Languages:English
Seniority level:Junior, 1-3 years
Experience:1-3 years
Skills:
Project ManagementData AnalysisMicrosoft ExcelCustomer serviceAccountingOrganizational skillsTime ManagementWritten communicationTrainingCRM
Requirements:
1-3 years of experience in tax, tax technology, client service, or enablement-focused roles. Working knowledge of Schedule K-1 tax workflows. Experience delivering onboarding, training, or client support. Familiarity with tax software, tax automation tools or tax compliance platforms. Strong organizational and time-management skills. Clear, confident communicator. Comfort working with adoption metrics, usage data, and client feedback. Experience using K1x’s K1Aggregator product is a plus. Experience using modern CRM tools.
Responsibilities:
Own end-to-end onboarding for assigned client accounts. Deliver standardized training sessions to functional user groups. Monitor usage and adoption metrics to ensure clients reach value milestones. Serve as the primary point of contact for enablement-related questions. Partner with Product Support for smooth go-live transitions. Provide structured feedback to Product and Enablement teams.
