Client Enablement Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the onboarding process for new clients from the initial kickoff to the go-live phase, ensuring a systematic and timely implementation experience.

• Customize onboarding strategies to fit each client's specific business structure, tax workflows, and resource limitations.

• Collaborate with technical teams to guarantee precise system configuration and seamless data integration.

• Provide specialized training to functional user groups (preparers, reviewers, centralized pooled teams), ensuring they feel competent in utilizing the platform.

• Develop enablement resources and conduct live working sessions to foster internal champions and self-reliance.

• Create and implement adoption strategies by practice area to promote early utilization and expedite time to value, monitoring utilization milestones and highlighting high-impact workflows.

• Track usage patterns and proactively identify accounts that are at risk or features that are underutilized.

• Work in partnership with account managers to encourage multi-practice adoption and ensure cross-functional alignment.

• Act as a trusted advisor during transformation initiatives, including suggesting adjustments to workflows, team structures, or offshore enablement.

• Assist clients in crafting internal playbooks and best practices to enable sustainable adoption.

• Collaborate with executive sponsors and practice leaders to establish and evaluate success criteria.

• Engage with Product to communicate insights from the client base and document potential enhancement opportunities.

• Coordinate with Sales and Strategic Accounts to facilitate expansion opportunities and ensure alignment with client objectives.

• Liaise with Support for post-implementation requirements, ensuring smooth transitions and effective issue resolution.

⛳️ Requirements

• 3–5 years of experience in tax, tax technology, client enablement, or transformation-oriented roles within public accounting or in-house tax departments.

• Proven success in leading onboarding processes, workflow transformation, or process improvement initiatives in tax settings.

• 3+ years of experience with tax e-filing platforms, tax automation tools, or tax compliance software.

• Strong comprehension of complex tax workflows, particularly for K-1 reporting or 990 filings.

• Demonstrated project management capabilities with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability among client and internal stakeholders.

• Effective communicator with a client-first approach and the ability to simplify complex concepts.

• Experience with K1x products (K1Aggregator or 990 Tracker) is a plus.

• Analytical thinker with the ability to extract insights from usage data, client feedback, and system trends to inform strategies and guide transformation.

🏝️ Benefits

• Unlimited Vacation Policy + Sick Time + Holidays

• Paid Parental Leave

• Fully Remote Opportunity

• Healthcare Benefits and 401K

• Growing Startup Culture