Client Success Manager

Job Description

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 a Client Success Manager, you will be the key point of contact for our clients, ensuring seamless onboarding, successful adoption, and long-term optimization of our product. This role blends customer success management with implementation expertise, guiding clients through detailed onboarding and change management, ensuring they achieve maximum adoption, and driving long-term value from our software. You will work cross-functionally with account management, sales, product, and support teams to proactively address client needs, improve product usage, and enhance overall satisfaction.

Responsibilities:

• Serve as the primary contact for a portfolio of clients, ensuring they successfully onboard, adopt, and maximize the value of our product.
• Lead implementation efforts, working closely with clients to configure solutions that align with their business goals.
• Proactively manage client relationships, enabling full product adoption, minimizing risk, and driving long-term engagement.
• Develop and execute tailored success plans to optimize client ROI and efficiency.
• Provide ongoing training, support, and best practices to drive client satisfaction and deep product utilization.
• Collaborate with account management and sales to identify expansion opportunities and support cross-selling efforts.
• Partner with product and engineering teams to advocate for clients’ needs and provide actionable feedback for platform improvements.
• Monitor and analyze client data to ensure optimal usage, identify trends, and recommend strategies for increased adoption.
• Solve complex business challenges by leveraging a deep understanding of both financial and technical systems.

Requirements

• 3-5 years of experience in Client Success, Account Management, or a similar role.
• Previous experience in a SaaS or startup environment is highly preferred.
• Strong background in financial technology or enterprise-level tech companies.
• Experience with client success platforms such as Gainsight and HubSpot.
• Proven ability to drive product adoption, manage client relationships, and deliver value-based solutions.
• Strong problem-solving skills and ability to provide data-driven insights.

Benefits

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