Customer Success Manager

About Hub Sync

Hub Syncis a fast-growing SaaS company transforming the accounting industry through a fully integrated platform that enhances productivity and deliversa seamless experience for accounting firms and their customers. We are on a mission to change the paradigm of customer engagement and value delivery-andwerelooking for passionate individuals who want to be part of this journey.

As aCustomer Success Manager (CSM), you are the primary point of contact for our customers-responsible for delivering an exceptional experience to ensure long-term success, drive business outcomes,which results in happy and reference-able customers with strong renewals.

You'll collaborate with ourPS organization during implementation andguide our clients todrive adoption,ensure business outcomes are met,identify opportunities for expansion and growth, and help customers realize the full value ofHubSync.

The ideal candidate is a relationship builder, strategic thinker, and problem-solver who thrives in a dynamic, fast-paced environment.

You'llwork cross-functionally with Sales, Product, Support,Professional Services,and Engineering to ensure our customers are successful and growing with

HubSync.

Execution
- Deliver Speed to Value

• Own the customer relationship and journey frompost-deployment onboarding through full platform adoption, ensuringcustomermeet their business outcomes and goals through their use ofHubSync.

• Build strong, trusted relationships with key stakeholders at customer firmsfrom project team leaders to executive sponsors.

• Act as a strategic advisor to drive adoption, satisfaction, and customer ROIthrough best practices and thought leadership engagement.

• Manage escalations and resolve customer issues using closed-loop feedback processes and close coordination with Support.

• Maintain and refine best-in-class tools, processes, and playbooks for scalable customer success.

Customer Engagement

• Serve as the internal champion for your customers, coordinating cross-functional teams (e.g., Sales, Product, Support) to align with customer goals.

• Lead regular touchpoints and executive check-insand Quarterly Business Reviews (QBRs) to track progress and keep customers aligned and engaged.

• Identify and proactively mitigate risks to ensure a smooth and successful customer experience.

Growth
- Drive Strategic Expansion

• Understand customer goals, pain points, and platform usage to surface relevant solutions and expansion opportunities and collaborate closely with the Account Managers (Sales) to support the upsell and cross-sell motion..

• Collaborate with product teams toidentifygaps andhelpfacilitatenew solution discovery sessions via customer input.

• Maintain stakeholder maps and expand key relationships across customer accounts.

Reporting & Metrics

• Develop and maintain
  30/60/90-day customer success plans tied to measurable outcomes.

• Track and report on health scores,adoption metrics, renewal forecasting, and customer satisfaction (CSAT/NPS).

• Drive continuous improvement through data insights and customer feedback.

Success Metrics

• Customer Outcomes:
  
  Business Outcomes, Product Adoption, ROI, time to value,andGRR/NRR.

• Customer Satisfaction:
  
  Measured performance at best-in-class levels.

• Revenue Impact:
  
  Expansion opportunities, pipeline growth, and account-level wins.

• Operational Excellence:
  
  Clear cadence of communication, internal alignment, and high-impact reporting.

• 5+ years of experience in an Enterprise SaaSCustomer Success role

• Proven track recordof managing multiple high-value enterprise accounts and driving customer adoption and satisfaction.

• Strongclientmanagement and problem-solving skills; ability to manage complex customer situations and escalations, including change management and employee enablement.

• Experience using platforms such asJira, Confluence, and Hub Spotto manage projects and customer relationships.

• Familiarity with the software development lifecycle, product ownership, or product management is a plus.

• Accounting industry experiencestronglypreferred.

• Excellent communication, collaboration, and relationship-building skills.

• Experience in a high-growth or early-stage company environment preferred.

• Bachelor's degree (B.A., B.S.) or higher required.

• Passion for delivering exceptional customer experiences.

• A proactive, resourceful, and ownership-driven mindset.

• Ability to balance strategic thinking with hands-on execution.

We're an equal opportunity employer. All applicants will be considered for employment…