About the job
Join our innovative team in a fully remote position!
Preferred Locations: Central Time Zone or Eastern Time Zone
About Us:
K1X is at the forefront of transforming the K-1 industry. We leverage cutting-edge technology to provide the nation’s largest institutional investors, funds, and accounting firms with an all-digital K-1 experience. Our mission is to modernize a traditionally PDF-based process and create seamless software solutions for our clients. Be a part of this exciting journey with us!
Your Role:
As an Enterprise Account Executive, you will play a pivotal role in engaging our largest prospective and current clients. You will manage a portfolio of existing customers while actively pursuing new opportunities within your designated territory. This position requires regular consultation with VPs and C-Level Executives in the Financial Services sector to address their business needs effectively.
Key Responsibilities:
- Successfully close enterprise-level sales deals.
- Gain in-depth knowledge of the K1X platform and our service offerings.
- Understand and articulate the unique advantages of our solutions within the competitive landscape.
- Develop strong relationships with VP and C-Level executives in targeted Financial Services accounts.
- Generate over $1.2M in new revenue annually.
- Act as a leader within our collaborative sales environment, effectively communicating across various departments at K1X.
- Maintain accurate pipeline data, manage sales activities, and provide reliable forecasts.
Support for Conferences, Events, and Partnerships:
- Collaborate with the marketing and events teams to achieve sales goals.
Enterprise Sales Strategy:
- Drive complex transactions to closure by engaging multiple executive-level stakeholders.
- Work closely with your Sales Development Representative (SDR) to develop a strategic territory plan that enhances your visibility and effectiveness in the region.
- Contribute to organizational strategies for moving upstream in the market.
Who You Are:
- You possess the intelligence and technical aptitude to effectively communicate the benefits of our products.
- A background in financial services and tax preparation is advantageous, but a strong willingness to learn is equally valued.
- You have a strategic mindset that enables you to navigate complex sales processes.
- Demonstrated success in selling B2B SaaS solutions to C-level executives is essential.
- Experience in Financial Services is a significant plus.

