HubSync is a fast-growing SaaS company transforming the accounting industry through a fully integrated platform that enhances productivity and delivers a seamless experience for accounting firms and their customers. We are on a mission to change the paradigm of customer engagement and value delivery—and we’re looking for passionate individuals who want to be part of this journey.
About the Role
As a Customer 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 our PS organization during implementation and guide our clients to drive adoption, ensure business outcomes are met, identify opportunities for expansion and growth, and help customers realize the full value of HubSync.
The ideal candidate is a relationship builder, strategic thinker, and problem-solver who thrives in a dynamic, fast-paced environment. You’ll work cross-functionally with Sales, Product, Support, Professional Services, and Engineering to ensure our customers are successful and growing with HubSync.
Key Responsibilities
Execution – Deliver Speed to Value
Own the customer relationship and journey from post-deployment onboarding through full platform adoption, ensuring customer meet their business outcomes and goals through their use of HubSync.
Build strong, trusted relationships with key stakeholders at customer firms from project team leaders to executive sponsors.
Act as a strategic advisor to drive adoption, satisfaction, and customer ROI through 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-ins and 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 to identify gaps and help facilitate new 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, and GRR/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.
Experience & Qualifications
5+ years of experience in an Enterprise SaaS Customer Success role
Proven track record of managing multiple high-value enterprise accounts and driving customer adoption and satisfaction.
Strong client management and problem-solving skills; ability to manage complex customer situations and escalations, including change management and employee enablement.
Experience using platforms such as Jira, Confluence, and HubSpot to manage projects and customer relationships.
Familiarity with the software development lifecycle, product ownership, or product management is a plus.
Accounting industry experience strongly preferred.
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.
What You’ll Bring
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 without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Top Skills
What We Do
HubSync is a cutting-edge tax & accounting technology platform founded by a team of veteran professionals who are passionate about modernizing accounting technology. Frustrated with the limitations of traditional tax & accounting preparation systems, the HubSync team has reimagined the experience from the "outside in" for clients and the "inside out" to dramatically improve CPA productivity. By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems. The platform dynamically brings all your work to your fingertips in one fully customized view, providing a single place for everything you need. It is designed to be fully customizable to suit your firm's unique needs. Led by a team with decades of tax & accounting experience, HubSync is well-equipped to tackle the challenges in the current tax and accounting technology space. To learn more about how HubSync can revolutionize and automate your workflow, visit hubsync.com and book a demo today. Experience firsthand how this innovative solution can transform your processes and enhance productivity for your firm.
