Solutions Engineer

About the role

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, partnering 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 thrive in front of prospects, running discovery alongside the AE, uncovering the pain behind the process, and translating 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, owning the technical win so the AE can own the commercial one.

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

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, removing 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 and support, and AE feedback

Deliver clean, well-documented handoffs so every new client starts with accurate expectations

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, and define the technical path to a close

Lead technical discovery to understand each firm's tax workflows, entity structures, tech stack, and seasonal pressures

Qualify technical fit early and flag risks or gaps 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

Sales Process Support

Serve as the technical subject matter expert throughout the sales cycle, answering product, workflow, and integrations with tax and accounting platforms with credibility

Handle technical objections and help AEs navigate competitive situations

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

Cross-Functional Partnership

Ensure a smooth, well-documented handoff from Sales to Implementation and Account Management after contract signing

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

Deep familiarity with tax workflows, multi-entity structures, and the operational realities of accounting firms

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

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

Unlimited Vacation Policy + Sick Time + Holidays

Paid Parental Leave

Fully Remote Opportunity

Healthcare Benefits and 401(K)

Growing Startup Culture

Posting text as published by K1x.

The evidence behind this listing

Workplace

Remote Matched in posting text

Seniority

Not established

Employment type

Not established

Location as listed

Remote, United States

Pay and work authorization

Stated pay

Not stated

Visa sponsorship

Not stated

Security clearance

Not established

Citizenship

Not established