Client Success Manager

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 their successful adoption, satisfaction, and growth with our product. You will work closely with cross-functional teams, particularly sales and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.

Responsibilities:

• 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 identify 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 of the platform and provide actionable insights.
• 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 working 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 working 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.

Benefits

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