Client Account Manager
HubSync · Nashville, TN · 3 wk ago
RemoteRemoteEducationFull-time
We need to output HTML fragment with sections only if content present. Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content.
The posting includes: About HubSync (company description) maybe not needed as heading? The instruction: use
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content.
The posting includes: About HubSync (company description) maybe not needed as heading? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should create sections like About the role (maybe summary), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we must only include sections when posting has real specific content.
We have:
- About HubSync (company overview) could be considered "About the role"? Actually "About the role" is position summary. We have "Position Summary". So we can put that under About the role.
- Key Responsibilities: list bullet points.
- Qualifications: list bullet points.
- What Success Looks Like: maybe could be considered Skills? Not exactly. Could be considered "Skills"? Might be better to treat as "Skills" or maybe not include if not matching headings. The instruction says prefer a few substantive sections over many thin ones. We could combine Qualifications and Skills? But we have Qualifications section already. Skills maybe not explicit. Could omit Skills if no explicit skills list.
- Benefits, Pay, Schedule: not mentioned. So we should not include those sections.
- Also there is "Why HubSync" which is company selling points; could be considered "About the role"? Already have position summary. Could add as part of About the role? Might be okay to include as a paragraph under About the role.
- Also there is EEO statement which we should remove (boilerplate). So drop that.
Thus sections:
About the role
with position summary paragraph.
Responsibilities
with - list of responsibilities.
Qualifications
with - list of qualifications.
Potentially also include "What Success Looks Like" as a section? Not in allowed headings list. Could treat as "Skills"? Not accurate. Better to omit.
We must preserve all substantive information; not invent or summarize away detail. So we need to include all bullet points from Responsibilities and Qualifications.
Let's extract Responsibilities bullet points:
From "Key Responsibilities" section:
- Account Ownership & Relationship Management
- 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.
- Retention, Growth & Commercial Execution
- 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.
- Delivery & Cross-Functional Collaboration
- 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.
We need to preserve all these bullet points. Could flatten into a single list under Responsibilities, preserving each bullet.
Qualifications bullet points:
- 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.
We need to keep each as
- .
Now About the role: position summary paragraph:
"HubSync is 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 escalate, and finding the places where HubSync can do more. They will be accountable for retention and expansion across that portfolio, partnering with Sales, Implementation, Support, and Product so every client sees measurable value from the platform. This is a quota-carrying, individual-contributor role reporting directly into the SVP of Sales."
Also we could include the "About HubSync" description? Might be considered company overview but not required. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The About HubSync paragraph is substantive about company. Should we include it? It could be placed under About the role as additional context. But the heading "About the role" is for role summary; we could still include company description as a paragraph before the position summary. That would preserve info. It's not boilerplate. So include it.
Thus About the role section will have two paragraphs: first about HubSync company, second position summary.
Now we must not include sections like Benefits, Pay, Schedule because no content.
We must not include duplicated lines, cookie/navigation/legal/EEO etc. Remove EEO statement at end.
Also remove "What Success Looks Like" and "Why HubSync"? Those are substantive but not under allowed headings. Could we incorporate them into About the role or Qualifications? "Why HubSync" is company selling points; could be added to About the role as another paragraph. "What Success Looks Like" could be considered as part of Responsibilities or Qualifications? It's about outcomes; maybe we could add as a paragraph under About the role as well. But we must not invent headings. So we can add those paragraphs under About the role.
Thus About the role will contain:
- HubSync company description.
- Position summary.
- Why HubSync (the paragraph about joining fast-growing etc.)
- What Success Looks Like (the bullet-like paragraph? Actually it's a paragraph with bullet-like sentences but not list). We'll keep as paragraph(s).
We must preserve all substantive information; we can keep them as paragraphs.
Now produce HTML fragment:
About the role
HubSync is 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 from Thoma Bravo and recognized on the Deloitte Technology Fast 500 for consecutive years, HubSync is scaling rapidly and investing in the client relationships that will fuel its next stage of growth.
HubSync is 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 escalate, and finding the places where HubSync can do more. They will be accountable for retention and expansion across that portfolio, partnering with Sales, Implementation, Support, and Product so every client sees measurable value from the platform. This is a quota-carrying, individual-contributor role reporting directly into the SVP of Sales.
Why HubSync: Join a fast-growing, AI-powered SaaS company backed by Thoma Bravo, 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 own the relationships at the center of the business and have a direct, visible impact on retention and growth.
What Success Looks Like: A consistent, growing contribution of expansion revenue sourced from existing accounts each quarter. Clients who describe HubSync as a partner in their practice rather than a piece of software they purchased. Client issues resolved quickly and visibly, with recurring themes routed into the product roadmap instead of solved one account at a time. A documented, repeatable account management motion that new team members can adopt as the function grows.
Then Responsibilities:
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.
Qualifications:
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, 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
About the role
with position summary paragraph.Responsibilities
with- list of responsibilities.
Qualifications
with- list of qualifications. Potentially also include "What Success Looks Like" as a section? Not in allowed headings list. Could treat as "Skills"? Not accurate. Better to omit. We must preserve all substantive information; not invent or summarize away detail. So we need to include all bullet points from Responsibilities and Qualifications. Let's extract Responsibilities bullet points: From "Key Responsibilities" section: - Account Ownership & Relationship Management - 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. - Retention, Growth & Commercial Execution - 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. - Delivery & Cross-Functional Collaboration - 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. We need to preserve all these bullet points. Could flatten into a single list under Responsibilities, preserving each bullet. Qualifications bullet points: - 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. We need to keep each as
- .
Now About the role: position summary paragraph:
"HubSync is 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 escalate, and finding the places where HubSync can do more. They will be accountable for retention and expansion across that portfolio, partnering with Sales, Implementation, Support, and Product so every client sees measurable value from the platform. This is a quota-carrying, individual-contributor role reporting directly into the SVP of Sales."
Also we could include the "About HubSync" description? Might be considered company overview but not required. The instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The About HubSync paragraph is substantive about company. Should we include it? It could be placed under About the role as additional context. But the heading "About the role" is for role summary; we could still include company description as a paragraph before the position summary. That would preserve info. It's not boilerplate. So include it.
Thus About the role section will have two paragraphs: first about HubSync company, second position summary.
Now we must not include sections like Benefits, Pay, Schedule because no content.
We must not include duplicated lines, cookie/navigation/legal/EEO etc. Remove EEO statement at end.
Also remove "What Success Looks Like" and "Why HubSync"? Those are substantive but not under allowed headings. Could we incorporate them into About the role or Qualifications? "Why HubSync" is company selling points; could be added to About the role as another paragraph. "What Success Looks Like" could be considered as part of Responsibilities or Qualifications? It's about outcomes; maybe we could add as a paragraph under About the role as well. But we must not invent headings. So we can add those paragraphs under About the role.
Thus About the role will contain:
- HubSync company description.
- Position summary.
- Why HubSync (the paragraph about joining fast-growing etc.)
- What Success Looks Like (the bullet-like paragraph? Actually it's a paragraph with bullet-like sentences but not list). We'll keep as paragraph(s).
We must preserve all substantive information; we can keep them as paragraphs.
Now produce HTML fragment:
About the role
HubSync is 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 from Thoma Bravo and recognized on the Deloitte Technology Fast 500 for consecutive years, HubSync is scaling rapidly and investing in the client relationships that will fuel its next stage of growth.
HubSync is 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 escalate, and finding the places where HubSync can do more. They will be accountable for retention and expansion across that portfolio, partnering with Sales, Implementation, Support, and Product so every client sees measurable value from the platform. This is a quota-carrying, individual-contributor role reporting directly into the SVP of Sales.
Why HubSync: Join a fast-growing, AI-powered SaaS company backed by Thoma Bravo, 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 own the relationships at the center of the business and have a direct, visible impact on retention and growth.
What Success Looks Like: A consistent, growing contribution of expansion revenue sourced from existing accounts each quarter. Clients who describe HubSync as a partner in their practice rather than a piece of software they purchased. Client issues resolved quickly and visibly, with recurring themes routed into the product roadmap instead of solved one account at a time. A documented, repeatable account management motion that new team members can adopt as the function grows.
Then Responsibilities: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.
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, 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