Client Account Manager

Hub Syncis 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, work papers, and payments into a single system of record. Backed by a growth investment from

Thoma

Bravo and recognized on the Deloitte Technology Fast 500 for consecutive years,Hub Syncis scaling rapidly and investing in the client relationships that will fuel its next stage of growth.

Hub Syncis 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 where

HubSynccan 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.

• Operate as the lead relationship owner for aportfolioof
  
  HubSync’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.

• 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’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.

• Facilitate thetimelyand 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; 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.

• 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 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…