Client Enablement
Who We Are :
K1X is the leading data distribution platform for alternative investments. 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.
Role Overview :
At K1X, the Client Enablement team is the strategic engine behind successful onboarding, adoption, and transformation. This department is purpose-built to ensure clients not only implement our platform but fully realize its long-term value across their organization. We focus on enablement - not just support - delivering structured onboarding, tailored training, and adoption frameworks that drive measurable outcomes.
Responsibilities :
Onboarding & Implementation :
- 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.
Training & Enablement :
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.Adoption Acceleration :
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.Client Transformation & Change Management :
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.Cross-Functional Collaboration :
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.