Solutions Engineer

About the Company

At 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. Come join us in redefining how tax professionals work!

About the Role

We're redefining how accounting firms handle tax season, bringing automation, structure, and confidence to complex filing workflows. As a Solutions Engineer, you are the technical and workflow expert on every deal. You partner closely with our Account Executives to show prospects exactly how K1x solves their problems and why it's the right choice.

You bring a strong understanding of tax workflows, multi-entity operations, and the real-world constraints firms face. You also have the technical depth to explain how K1x fits into a firm's systems and data. You thrive in front of prospects: running discovery alongside the AE, uncovering the pain behind the process, and turning it into a demo that makes the value of the platform obvious. You are the AE's trusted partner from first call to signed contract and beyond, owning the technical win so the AE can own the commercial one.

Your mission is to win deals. You do that by delivering compelling demos tailored to each prospect's workflows, handling technical questions and objections with credibility, and building the confidence buyers need to move forward.

Where This Role Fits

Every K1x client moves through a connected journey: Sales, Onboarding & Implementation, Adoption, and Account Management. As a Solutions Engineer, you own the front of that journey alongside the AE. Before the contract is signed, you prove that K1x fits each firm's workflows and technical environment. Dedicated teams own implementation, adoption, and complex post-sale technical builds, including our Forward Deployed Engineers on our most complex accounts. That keeps your focus on winning the right deals and setting up a clean, well-scoped handoff. As clients grow and their workflows evolve, you stay involved as a solutioning partner to Account Management, helping firms extend K1x to new entities, workflows, and use cases.

What Success Looks Like

• Increase win rates and new client conversion through tailored, high-impact demos
• Secure the technical win on every opportunity you support, clearing technical and workflow blockers before they stall a deal
• Shorten sales cycles by running efficient discovery and delivering the right demo to the right audience the first time
• Become a trusted partner to the AE team, measured by deal influence, pipeline support, and AE feedback
• Deliver clean, well-scoped handoffs so every new client starts with accurate expectations and documented technical requirements
• Drive expansion revenue and deeper platform use by helping existing clients extend K1x as their workflows evolve
• Provide Sales, Product & Marketing with field insights that sharpen positioning and improve the product

Responsibilities

Discovery & Deal Strategy

• Partner with Account Executives to plan deal strategy, map stakeholders (including IT and technical decision-makers), and define the technical path to a close
• Lead technical discovery into each firm's tax workflows, entity structures, tech stack, data sources, and seasonal pressures
• Qualify technical fit early and flag risks, gaps, or custom requirements so the team can focus on winnable opportunities

Demo Excellence

• Design and deliver tailored demonstrations that tie platform capabilities directly to the pain points uncovered in discovery
• Adapt demos to the audience, from tax partners and firm leadership to IT, operations, and hands-on preparers
• Build and maintain a demo environment, scenarios, and data sets that tell a realistic, compelling story
• Continuously refine demo narratives based on win/loss insights and prospect feedback

Technical Validation & Sales Support

• Serve as the technical subject matter expert throughout the sales cycle, answering product, workflow, integration, data, and security questions with credibility
• Explain how K1x connects to a firm's existing systems, including APIs, data imports and exports, and integrations with tax and accounting platforms
• Scope and run proofs of concept, pilots, or sandbox evaluations when a deal requires hands-on validation
• Handle technical objections and help AEs win competitive deals
• Lead product webinars and education sessions for prospects to build pipeline and buyer confidence

Post-Sale Solutioning & Expansion

• Partner with Account Managers when clients take on new entities, service lines, or workflows, designing how K1x adapts to support them
• Lead solution design and demos for expansion, upsell, and cross-sell opportunities within existing accounts
• Run periodic workflow and technical reviews with key clients to find opportunities for deeper adoption and value
• Scope evolving technical requirements and bring in Implementation or Forward Deployed Engineering when a build is needed

Cross-Functional Partnership

• Ensure a smooth handoff from Sales to Implementation, Account Management, and Forward Deployed Engineering, with technical requirements clearly scoped and documented
• Share field feedback, feature requests, and competitive intelligence with Product and Marketing
• Keep demo assets, technical collateral, and sales content current with the latest feature enhancements
• Help AEs sharpen their product knowledge so they can confidently handle early-stage conversations

Requirements

Qualifications

• 3-5+ years of experience in solutions engineering, sales engineering, pre-sales, or solution consulting within a SaaS company; tax technology experience strongly preferred
• Hands-on understanding of how accounting firms run tax season, including multi-entity structures, K-1 and partnership data, and the deadlines that drive every decision
• Working technical fluency in APIs, data integrations, file formats, and SaaS security concepts such as SSO and data access controls, with the judgment to know when to bring in a specialist
• A proven track record of delivering live demos that influence buying decisions and win deals
• Experience partnering with Account Executives through complex, multi-stakeholder sales cycles
• Excellent communication and presentation skills, with the ability to simplify complex systems for both technical and non-technical audiences
• Comfort handling objections, RFPs, and technical and security questions in real time
• Working knowledge of CRM and sales tools such as HubSpot or similar
• Exceptional attention to detail with a curious, consultative, and proactive approach

Nice to Have

• Experience with SQL, API tools such as Postman, or light scripting
• Background in public accounting or as a tax preparer or reviewer
• Familiarity with the tax preparation and practice management platforms accounting firms use

What Sets Great Candidates Apart

• Workflow Whisperer: You know how firms operate and can speak their language
• Technically Curious: You want to know how things work under the hood and can explain it in plain English
• Demo Storyteller: You turn features into a story prospects see themselves in
• Deal Partner: You think like an AE and know how your work moves an opportunity forward
• Discovery Expert: You ask the questions that uncover the real problem
• Objection Handler: You meet tough questions with calm, credible answers
• Collaborative by Nature: You work seamlessly with Sales, Product, Account Management, and Engineering, ensuring alignment from first call through every stage of growth

Benefits

Benefits

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