At K1x, we are transforming the tax software landscape with cutting-edge technology designed to simplify and streamline complex tax processes. Our AI-powered solutions help businesses and tax professionals reduce administrative burdens and ensure compliance with ease. We are committed to delivering a world-class customer experience through innovative, AI-driven support, helping our clients resolve issues quickly and efficiently.
As a GTM Operations Engineer at K1x, you will architect and build the AI-powered automation that runs underneath our entire go-to-market engine. This is a builder’s role with a commercial mandate. You will design and ship the agents, workflows, and integrations that carry a customer from first touch through onboarding, adoption, expansion, and renewal, and you will make that motion measurable for the teams who own revenue.
It sits at the intersection of AI engineering, business operations, and customer value. Your center of gravity is the post-sale lifecycle: the adoption, engagement, and value realization motions that turn a new customer into a growing one, with some of the automation reaching up-funnel into marketing operations where the systems connect. You own the technical architecture for the automated workflows, agent orchestration, and cross-functional process automation that let K1x’s commercial teams run at scale.
This is ideal for someone technically sophisticated and process-oriented who would rather remove a manual process than document it. You will work across AI orchestration tools, workflow platforms, and data systems to take real work off the table, measured by business outcomes rather than features shipped.
** AI Workflow Architecture and Agent Development**
Design, build, and maintain AI agent workflows using Claude API, n8n orchestration, and Lovable to automate complex go-to-market processes as part of the broader orchestration architecture.
Deploy autonomous agents for sales intelligence, customer health scoring, partner activation, and renewal and expansion.
Build intelligent orchestration that connects sales, marketing, partnerships, and customer success into one set of automated workflows rather than disconnected point solutions.
** Customer Lifecycle Operations**
Translate the customer lifecycle and client success playbooks into working systems, implemented across HubSpot, EverAfter, Pendo and the AI stack.
Engineer the automation behind the full customer lifecycle, from acquisition and onboarding through adoption, expansion, and renewal, so progression is consistent and measurable.
Translate customer behavior and health signals into automated nudges, escalations, and plays the commercial teams can act on.
Design and enhance the tools that turn adoption, value, and ROI data into client-facing storytelling for business strategy reviews and customer meetings, delivered through platforms like EverAfter.
Build the operational infrastructure for partner activation, including onboarding workflows, milestone tracking, attribution, and performance dashboards.
Stand up marketing attribution and funnel reporting so the team can see which programs create pipeline, not just activity.
Build and maintain integrations across HubSpot, Gong, Pendo, EverAfter, Snowflake, and the rest of the GTM stack so data flows cleanly between systems.
Design APIs and data pipelines that let AI agents read from and write to multiple business systems reliably.
Hold the line on data quality, security, and governance across every automated workflow.
** Strategic Execution and Process Optimization**
Proactively hunt automation opportunities across the customer and partner lifecycle, mapping multi-team workflows to find and reduce manual touchpoints, then building what replaces them.
Stand up automated reporting and alerting that gives leadership real-time visibility into revenue, customer health, and partner performance.
Partner with Revenue Operations to extend their pipeline, forecasting, and reporting into the lifecycle, partner, and marketing motions, so the commercial engine runs as one connected system rather than separate stacks.
Lead the internal documentation, training materials, and process playbooks that strengthen the operational infrastructure and let it scale beyond any single person.
** Success Criteria**
To be successful in this role, you will:
Ship production-ready AI workflows that measurably cut manual effort across go-to-market functions.
Stand up lifecycle automation that improves adoption, maturity, and time-to-value, with progression the business can see.
Deliver reporting and dashboards from multiple sources that leadership relies on for decisions, not just status checks.
Keep the data clean: accurate, governed, and consistent across every automated process.
Build integration architecture that holds up as the GTM stack and the company scale, moving fast without breaking trust.
Translate complex engineering into clear business impact when you present to executive leadership.
** What You Bring**
4 to 6 years in technical operations, automation engineering, revenue operations, or software development with a focus on business process.
Hands-on experience with AI and workflow orchestration tools (n8n, Zapier, Make, or custom builds) and with language model APIs (Claude, OpenAI, or similar) in business applications.
A commercial instinct for how go-to-market actually works. You understand the customer lifecycle, revenue operations, and where automation creates leverage across sales, customer success, and partnerships.
Proficiency with CRM systems (HubSpot, Salesforce) and the ability to build custom integrations and automated workflows on top of them.
Comfort with data platforms (Snowflake, Databricks) and API integration patterns across complex business systems.
Strong analytical skills and the ability to break a messy cross-functional process down into components you can automate.
Clear communication with non-technical stakeholders across sales, marketing, partnerships, and operations.
Be part of a company building the infrastructure behind AI-driven tax software at a key stage
Work on high-visibility programs with real ownership from day one
Report directly to a senior leader with broad organizational context and strong strategic vision
Work 100% remotely with a collaborative, growth-oriented team
Gain hands-on experience across support, partnerships, client experience, and revenue as the function scales
Competitive benefits, including unlimited PTO, holidays, healthcare, and 401K
Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401K
Growing Startup to Scale Up Culture
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K1X is a fintech software company providing an AI-powered platform that digitizes and distributes private market tax data from documents like K-1s, 1099s, W-2s, and 990s. It serves investors, accounting firms, and tax-exempt organizations.
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