[Hiring] Solutions Engineer @K1X

Role Description

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.

• Strong understanding of tax workflows, multi-entity operations, and real-world constraints firms face.
• Thrive in hands-on client interaction, leading demos, guiding onboarding, and addressing high-risk situations.
• Deliver compelling, workflow-aligned demos that drive confidence in the sales process.
• Guide new clients through onboarding with clear, contextual training.
• Lay the groundwork for retention by ensuring clients understand how the platform fits into their tax processes.

Qualifications

• 5–8+ years of experience in tax technology, implementation, or solution consulting within a SaaS company.
• Deep familiarity with tax workflows, multi-entity structures, and client expectations around deadlines.
• Strong experience in live demo environments and delivering high-impact client training.
• Excellent communication skills, particularly when teaching and simplifying complex systems.
• Experience supporting onboarding, managing escalations, and helping clients navigate change.
• Knowledge of CRM and project management tools like HubSpot, Asana, or similar.
• Exceptional attention to detail with an empathetic and proactive approach to client success.

Requirements

• Increase new client conversion through targeted demos and pre-sale support.
• Improve implementation success and reduce time to first value through structured onboarding execution.
• Drive client confidence through effective training, improving filing readiness and satisfaction.
• Identify and surface early risks or enablement gaps to Account Management.
• Reduce escalations by proactively guiding clients through setup, training, and usage milestones.
• Provide Sales, Product & Account Management feedback to improve the onboarding experience.

Benefits

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