Client Enablement Manager

Accountabilities

• Lead new client onboarding initiatives from kickoff through implementation and go-live, ensuring a structured and successful transition.
• Develop customized onboarding plans based on client business structures, workflows, operational needs, and resource availability.
• Collaborate with technical teams to support accurate platform configuration, integrations, and implementation requirements.
• Deliver tailored training sessions for different user groups, helping clients confidently adopt and utilize the platform.
• Create enablement resources, documentation, and working sessions that promote self-sufficiency and internal client champions.
• Design and execute adoption strategies to accelerate usage, improve engagement, and increase time to value.
• Track client utilization trends, identify adoption challenges, and proactively address opportunities for improvement.
• Partner with account teams to support broader adoption across multiple departments and user groups.
• Advise clients through workflow transformations, process improvements, and organizational changes.
• Help clients develop scalable internal playbooks and best practices to support long-term success.
• Collaborate with executive sponsors and business leaders to define success metrics and measure outcomes.
• Gather client feedback and partner with product teams to identify improvement opportunities.
• Work closely with sales, strategic accounts, and support teams to ensure alignment and seamless client experiences.
• Analyze usage data, client feedback, and system trends to provide insights and guide enablement strategies.

Requirements

• Experience in client enablement, tax technology, workflow transformation, or related operational roles.
• Proven experience leading client onboarding, workflow optimization, implementation, or process improvement initiatives.
• Experience working with tax automation platforms, tax compliance software, or electronic filing solutions.
• Strong understanding of complex tax workflows, including K-1 reporting, tax reporting processes, or related compliance activities.
• Strong project management skills with the ability to coordinate cross-functional teams, manage timelines, and drive accountability.
• Strong client-facing communication skills with the ability to explain complex concepts clearly and effectively.
• The ability to build trusted relationships with clients, executives, and internal stakeholders.
• An analytical mindset with the ability to interpret usage data, identify trends, and develop actionable recommendations.
• Experience supporting technology adoption and organizational change initiatives.
• Familiarity with relevant tax technology platforms is a plus.
• Self-motivated, organized, and comfortable working in a fast-paced, evolving environment.

Benefits

• Full-time remote work opportunity.
• Unlimited vacation policy, plus sick time and company holidays.
• Paid parental leave.
• Healthcare benefits.
• 401(k) program.
• Opportunity to work within a growing startup environment.
• Exposure to innovative technology solutions transforming financial and tax workflows.
• A collaborative culture focused on learning, impact, and professional growth.