Client Enablement Manager

Role Overview

• Lead new client onboarding from kickoff through go-live, ensuring a structured and timely implementation experience.
• Tailor onboarding plans to align with each client's business structure, tax workflows, and resource constraints.
• Coordinate with technical teams to ensure accurate system configuration and data integration.
• Deliver targeted training to functional user groups (preparers, reviewers, centralized pooled teams), ensuring they are confident in using the platform.
• Create enablement materials and host live working sessions to build internal champions and self-sufficiency.
• Design and execute adoption plans by practice area to drive early usage and accelerated time to value, tracking utilization milestones and surfacing high-impact workflows.
• Monitor usage trends and proactively identify at-risk accounts or underutilized features.
• Collaborate with account managers to drive multi-practice adoption and cross-functional alignment.
• Serve as a trusted advisor during transformation efforts, including recommended modifications to workflow, team structuring, or offshore enablement.
• Support clients in developing internal playbooks and best practices that scale adoption sustainably.
• Partner with executive sponsors and practice leaders to define and measure success criteria.
• Work with Product to relay feedback from the client base and document opportunities for enhancements.
• Align with Sales and Strategic Accounts to support expansion opportunities and maintain alignment with client goals.
• Interface with Support for post-implementation needs, ensuring smooth handoffs and issue resolution.

Requirements

• 3–5 years of experience in tax, tax technology, client enablement, or transformation-focused roles within public accounting or in-house tax departments.
• Proven track record of leading onboarding, workflow transformation, or process improvement initiatives in tax environments.
• 3+ years working with tax e-filing platforms, tax automation tools, or tax compliance software
• Strong understanding of complex tax workflows, especially for K-1 reporting or 990 filings
• Demonstrated project management skills with the ability to coordinate cross-functional teams, manage timelines, and ensure accountability across client and internal stakeholders.
• Effective communicator with a client-first mindset and the ability to simplify complexity
• Experience using K1x products (K1Aggregator or 990 Tracker) is a plus
• Analytical mindset with the ability to derive 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