Job Opportunities API

K1x is the leading data distribution platform for alternative investments and a Fast Company Most Innovative Companies 2025 honoree. Our mission is straightforward: digitize the K-1 ecosystem. Through patented, AI-powered automation, we connect investors, advisors, tax software, portals, accounting firms, and state and federal taxing authorities, turning weeks of painful manual K-1 processing into seconds of structured, validated data. Trusted by more than 40,000 organizations, including 20 of the top 25 accounting firms, 44 of the 100 largest U.S. institutional investors, 45 of the largest university endowments, and 11 leading private foundations, K1x is the clear innovator in private market tax compliance. Backed by Edison Partners with $40M in total funding and 130% revenue growth, we are building the market-facing team to match our momentum. The Role As a Sales Development Representative at K1x, you are the first voice our prospects hear, and that voice matters. You will identify and engage Tax Partners, CFOs, Controllers, and Directors of Operations at accounting firms, hedge funds, private equity shops, university endowments, and wealth management platforms who are still wrestling with PDF K-1s, manual data entry, and missed filing deadlines. This role is ideal for someone who is intellectually curious, commercially driven, and eager to challenge "why not" instead of defaulting to "cannot." You will work directly with our Account Executive team to build pipeline and contribute to K1x revenue growth in an estimated $3.3 billion total addressable market. What You'll Do Outbound Prospecting and Pipeline Generation Execute high-volume, high-quality outbound prospecting across phone, email, and LinkedIn. Conduct deep account research using AI and tools such as Clay and Gong to identify key decision-makers and buying committees at accounting firms, institutional investors, university endowments, family offices, and private foundations. Leverage intent data tools (LinkedIn Sales Navigator, 6Sense, ZoomInfo) to prioritize accounts with active buying signals and design tailored engagement sequences. Lead Qualification and Handoff Qualify inbound and outbound leads against K1x's Ideal Customer Profile, budget, authority, need, and timeline , [RA1]   engaging prospects to uncover needs before scheduling discovery meetings for Account Executives. Nurture inbound leads in a timely and strategic manner, ensuring a seamless transition from initial interest to a qualified meeting. Deliver complete, accurate context to Account Executives on every handoff: prospect pain points, stakeholder map, and next steps. CRM Discipline and Performance Manage all activity, notes, and pipeline data in HubSpot with rigor, ensuring clean records and accurate forecasting. Meet and exceed weekly and monthly KPIs for outreach volume, Sales Qualified Lead generation, and qualified meetings booked. Review your own metrics regularly and refine your approach based on what the data tells you. Market and Product Intelligence Stay current on alternative investment industry trends, regulatory changes affecting K-1 and 990 reporting, and the competitive landscape. Collaborate with marketing and sales leadership to share field insights and contribute to targeting and positioning strategy. To be successful in this role, you will: Generate qualified pipeline consistently, meeting or exceeding quarterly SQL targets for the Account Executive team. Book qualified discovery meetings at a rate that demonstrates strong conversion from outreach to call. Maintain high outreach volume daily across phone, email, and LinkedIn while preserving quality and relevance at scale. Develop working fluency in K-1 and 990 tax workflows, alternative investment structures, and the K1x product suite within 90 days. Keep CRM records clean and complete, ensuring every interaction is logged and every handoff is accurate. Contribute ma