Client Account Manager

Summary

HubSync is an AI-powered, end-to-end workflow automation platform for CPA firms and accounting practices. The Client Account Manager will own a portfolio of critical client accounts, driving relationship management, retention, renewals, expansion, issue resolution, and cross-functional delivery.

Responsibilities

• Operate as the lead relationship owner for a portfolio of HubSync’s most 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 a vendor contact
• Serve as the first point of contact for client questions, issues, and escalations; drive each to resolution with clear ownership and timely follow-through
• Lead regular business reviews that connect platform usage to the outcomes each firm cares about: cycle time, staff capacity, and client experience
• Maintain accurate account records, activity history, and health indicators in our CRM so the business has a reliable view of every relationship
• Own renewal and expansion outcomes across the assigned portfolio; forecast both with accuracy and discipline
• Identify and develop new business opportunities within existing accounts: additional modules, added seats, and adjacent workflows
• Negotiate renewals, contract amendments, and expansion agreements that protect HubSync’s economics, 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
• Facilitate the timely and successful delivery of solutions according to each client’s needs and objectives
• Work closely with Implementation, Support, and Product to turn client feedback into prioritized improvements
• Represent the voice of the client internally; escalate 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

Skills

• 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, or a related field
• 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 with Hubspot, and other CRM tools
• Experience working with, or selling into, private equity-backed portfolio companies is a plus

Qualifications

Must Haves

• 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, or a related field
• 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 with Hubspot, and other CRM tools

Nice to Haves

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