Solution Engineer

Get AI-powered advice on this job and more exclusive features.Fully remote positionPreferred Locations: Central Time Zone or Eastern Time ZoneCompany BackgroundAt K1x, we are transforming the tax software landscape with cutting-edge technology designed to simplify and streamline complex tax processes. Our platform delivers intelligent, automated solutions for businesses and tax professionals, reducing administrative burdens and ensuring compliance with ease. As a SaaS company dedicated to innovation, we integrate AI and automation into every facet of our customer experience, ensuring our clients receive best-in-class support and enablement. Come join us in redefining how tax software companies engage with and support their clients!DescriptionAt K1x, we're redefining how accounting firms handle tax season—bringing automation, structure, and confidence to complex filing workflows. As a Solution Consultant, you play a critical role in helping firms get up and running, use the platform effectively, and maximize their value from day one.You bring a strong understanding of tax workflows, multi-entity operations, and the real-world constraints firms face. You thrive in moments of hands-on client interaction—whether leading demos during the sales process, guiding firms through onboarding milestones, or stepping into high-risk situations with clarity and empathy. You're not responsible for long-term relationship management—but you make sure each relationship starts off strong.Your mission is to deliver compelling, workflow-aligned demos that drive confidence in the sales process, then guide new clients through onboarding with clear, contextual training. You help lay the groundwork for retention by ensuring clients understand how the platform fits into their tax processes, trust it to meet critical deadlines, and achieve meaningful early wins.Success CriteriaTo be successful in this role, you will:Increase new client conversion through targeted demos and pre-sale supportImprove implementation success and reduce time to first value through structured onboarding executionDrive client confidence through effective training, improving filing readiness and satisfactionIdentify and surface early risks or enablement gaps to Account ManagementReduce escalations by proactively guiding clients through setup, training, and usage milestonesProvide Sales, Product & Account Management feedback to improve the onboarding experienceSales Enablement & Demo ExecutionDeliver demos tailored to client tax workflows, entity structure, and seasonality needsSupport Sales in objection handling and RFP responses with workflow-based consultationLead early-stage product webinars and education sessions for prospectsOnboarding Execution & EnablementCreate, execute, and adapt onboarding playbooks in coordination with implementation and support resources to address specific client requirementsTrain clients on system setup, filing workflows, and best practices for complex tax environmentsGuide firms through critical deadlines, ensuring confidence and platform familiarityProvide structured support to ensure a smooth launch and early client successEscalation Support & Risk MitigationStep into high-risk or stalled accounts to provide fresh perspectives and resolve roadblocksPartner with Account Managers to surface risks and recommend next stepsProvide targeted and proactive guidance during deadline periods and escalationsCross-Functional PartnershipLead the transition between Sales & Account Managers post-contract signing.Provide feedback to Product and Marketing based on real-world client interactionsKeep demo and training assets up to date with the latest feature enhancementsRequirementsQualifications5-8+ years of experience in tax technology, implementation, or solution consulting within a SaaS companyDeep familiarity with tax workflows, multi-entity structures, and client expectations around deadlinesStrong experience in live demo environments and delivering high-impact client trainingExcellent communication skills, particularly when teaching and simplifying complex systemsExperience supporting onboarding, managing escalations, and helping clients navigate changeKnowledge of CRM and project management tools like HubSpot, Asana, or similarExceptional attention to detail with an empathetic and proactive approach to client successDifference MakersBeyond experience and qualifications, what sets apart a great candidate?Workflow Whisperer - You know how firms operate and can speak their languageTraining Champion - You make people feel capable and ready, not overwhelmedSolution Provider - No problem is insurmountable and every puzzle has a solutionOnboarding Partner - You help clients implement the plan and stay on courseEscalation Ally - You jump in when needed and help stabilize key relationshipsProcess-Minded - You think in milestones, outcomes, and the client's perspectiveCollaborative by Nature - You work well with Sales and Account Managers, ensuring alignment from first call to renewalBenefitsUnlimited Vacation Policy+ Sick Time + HolidaysPaid Parental LeaveFully Remote OpportunityHealthcare Benefits and 401KGrowing Startup CultureSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionIndustriesIT Services and IT ConsultingReferrals increase your chances of interviewing at K1X, Inc. by 2xGet notified about new Solutions Engineer jobs in United States.United States $170,000 - $720,000 1 day agoUnited States $65,000 - $75,000 3 days agoUnited States $65,000 - $85,000 2 weeks agoWe’re unlocking community knowledge in a new way. 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