HubSync is seeking a Director of Sales to lead our Account Management organization, responsible for cross-sell, upsell, and expansion revenue across our customer base within the Top 400 CPA firms
This leader will own expansion ARR, build pipeline discipline inside the install base, and elevate the team from reactive account coverage to proactive, value-driven revenue generation.
This is not a customer support or renewal management role. This is a revenue leadership position responsible for driving measurable expansion within complex, multi-office CPA firms.
What You Will Own
Revenue & Pipeline
Annual expansion ARR target
4x+ pipeline coverage within the install base
Forecast accuracy and deal execution rigor
Multi-product penetration across accounts
Operating Cadence
Weekly pipeline inspection (not review — inspection)
Account plans for each customer accounts
Value hypotheses and quantified business cases
Executive engagement strategy inside top firms
Strategic Account Growth
Expansion into new business units
Cross-sell of AI modules and new products
Multi-year expansion strategies
Executive-level relationship mapping (Managing Partner, CEO, CIO, COO, CTO)
Responsibilities
Lead and coach a team of Account Managers responsible for expansion revenue
Execute a structured expansion playbook (segmentation, whitespace mapping, MAPs)
Partner closely with Customer Success on health scoring and timing of expansion
Implement disciplined opportunity management (MEDDPICC or similar)
Create expansion forecasting framework
Elevate team from order-takers to strategic advisors
Drive executive-level expansion conversations
Build expansion metrics dashboard (coverage, attach rate, product penetration)
Ideal Candidate Profile
Experience
7+ years in SaaS sales
3+ years leading expansion / customer sales teams
Sold and managed $100K–$1M+ ACV accounts
Experience with multi-product SaaS platforms
Exposure to CPA, financial services, compliance, or workflow automation strongly preferred
Skills
Can build pipeline inside an existing customer base
Strong value-based selling discipline
Comfortable driving executive-level conversations
Data-driven and operationally rigorous
Builds process without killing momentum
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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.









