Strategic Client Account Manager, SaaS for Accounting

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

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.