K1X
Tara McWhite is a seasoned professional with extensive experience in customer success and product support. Currently serving as a Senior Product Support Specialist at K1X, Inc. since April 2023, Tara previously held the role of Manager of Customer Success at Cliently from March 2018 to April 2024, where responsibilities included enhancing customer relationships and achieving revenue goals. Tara also contributed to the success of PandaDoc, first as Manager of Customer Success, building a Professional Services channel that resulted in a 35% reduction in churn, and later as Sales Enablement Manager, optimizing onboarding and sales processes. Early in Tara's career, roles at T-Mobile included Channel Account Manager and Sales Support Manager, focusing on partner accounts and B2B sales support.
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K1X
K1X is a 'fintech' company with long-established tax technology backed by experts with decades of experience in the Financial Industry. Their goal is to transform the K-1 experience by moving a traditionally analog based-process to an all-digital experience via their software solutions.