Client Account Manager

HubSync Co.; Nashville (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

HubSync is seeking a Client Account Manager to own relationships with our top CPA firm clients, ensuring engagement and growth on the platform. You will manage a portfolio of accounts, resolve issues, and identify expansion opportunities while collaborating with Sales, Implementation, Support, and Product to deliver measurable value.

You will lead quarterly business reviews, maintain CRM records, and advocate for clients inside HubSync to drive retention and successful outcomes for each firm.

Qualifications

• 3+ years in account management, customer success, or client-facing sales within B2B SaaS.
• Bachelor’s degree in Business, Sales, Economics, Marketing, or a related field.
• Proven ability to negotiate contracts balancing client relationships with commercial outcomes.

Responsibilities

• Operate as the lead relationship owner for a portfolio of HubSync’s key accounts—from implementation to renewal and beyond.
• Build trusted relationships with partners and executives inside each account; act as a trusted advisor.
• Lead regular business reviews linking platform usage to outcomes like cycle time and client experience.

Skills

Account management

Customer success

Negotiation

Communication

Sales

CRM (HubSpot)

Education

Bachelor's degree

Tools

HubSpot

CRM software

Job description

AboutHubSync

HubSyncis the AI-powered, end-to-end workflow automation platform built for CPA firms and accounting practices, unifying client portals, engagement management, document collection, e-signature, workpapers, and payments into a single system of record. Backed by a growth investment fromThomaBravo and recognized on the Deloitte Technology Fast 500 for consecutive years,HubSyncis scaling rapidly and investing in the client relationships that will fuel its next stage of growth.

Position Summary

HubSyncis hiring a Client Account Manager to own the relationships that keep our most important client firms successful, engaged, and growing. This person will operate as the lead on a portfolio of critical accounts: learning how each firm actually works, resolving issues before they escal, and finding the places whereHubSynccan do more. They will be accountable for retention and expansion across that portfolio, partnering with Sales, Implementation, Support, and Productso every client sees measurable value from the platform. This is a quota-carrying, individual-contributor role reporting directly into the SVP of Sales.

Key Responsibilities

Account Ownership & Relationship Management

• Operate as the lead relationship owner for aportfolioofHubSync’smost critical accounts, from implementation handoff through renewal and beyond (8-12 accounts).

• Build trusted working relationships with partners, firm administrators, and operational leaders inside each account; earn standing as an advisor rather than avendorcontact.

• Serve as the first point of contact for client questions, issues, and escalations; drive each to resolution with clear ownership andtimelyfollow-through.

• Lead regular business reviews that connect platform usage to the outcomes each firm cares about: cycle time, staff capacity, and client experience.

• Maintainaccurateaccount records, activity history, and health indicators inourCRMso the business has a reliable view of every relationship.

Retention, Growth & Commercial Execution

• Own renewal and expansion outcomes across the assigned portfolio; forecast both with accuracy and discipline.

• Identifyand develop new business opportunities within existing accounts:additionalmodules, added seats, and adjacent workflows.

• Negotiate renewals, contract amendments, and expansion agreements that protectHubSync’seconomics, working closely with Legal and Finance on terms and approvals.

• Monitor account health signals and act early on risk; build and execute save plans wherever churn indicators appear.

• Partner with the sales team on quota attainment, supporting new business efforts with references, case studies, and warm introductions.

Delivery & Cross-Functional Collaboration

• Facilitate thetimelyand successful delivery of solutions according to each client’s needs andobjectives.

• Work closely with Implementation, Support, and Product to turn client feedback into prioritized improvements.

• Represent the voice of the client internally; escape recurring themes so they are solved at the product level rather than one account at a time.

• Contribute to onboarding materials, playbooks, and account management standards as the function scales.

Qualifications

• 3+ years in account management, customer success, or client-facing sales within B2B SaaS, ideally serving the accounting, tax, or professional services industry.

• Bachelor’s degree in Business, Sales, Economics, Marketing, ora relatedfield.

• Demonstrated ownership of retention, renewal, or expansion targets across a defined book of business.

• Proven ability to negotiate contracts and agreements that balance the client relationship against commercial outcomes.

• Excellent executive presence, listening, negotiation, and presentation abilities, supported by strong verbal and written communication skills.

• Demonstrable ability to communicate, present, and influence key stakeholders at every level of an organization, including executive and C-level.

• Proven ability to juggle multiple account management projects at a time while maintaining sharp attention to detail.

• Experience withHubspot, and other CRM tools.

• Experience working with, or selling into, private equity-backed portfolio companies is a plus.

What Success Looks Like

• A consistent, growing contribution of expansion revenue sourced from existing accounts each quarter.

• Clients who describeHubSyncas a partner in their practice rather than a piece of software theypurchased.

• Client issues resolved quickly and visibly, with recurring themes routed into the product roadmap insteadofsolvedone account at a time.

• A documented, repeatable account management motion that new team members can adopt as the function grows.

WhyHubSync

Join a fast-growing, AI-powered SaaS company backed byThomaBravo, recognized among North America’s fastest-growing technology companies, and trusted by leading CPA firms to modernize their tax and accounting workflows. This is an opportunity to ownthe relationshipsat the center of the business and have a direct, visible impact on retention and growth.

We’rean equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin,veteranor disability status.