HubSync · 6 days ago
Customer Success Manager (CST OR EST)
United States
Full-time
Remote
Mid, Senior Level
3+ years expHubSync is a fast-growing SaaS company transforming the accounting industry through a fully integrated platform. The Customer Success Manager is responsible for guiding customers through the onboarding process, driving adoption, and ensuring they realize the full value of HubSync's services.
AccountingFinancial ServicesSoftware
Responsibilities
Own the customer journey from onboarding through full platform adoption, ensuring on-time and on-budget delivery
Build strong, trusted relationships with key stakeholders at customer firms
Act as a strategic advisor to drive adoption, satisfaction, and customer ROI
Manage escalations and resolve customer issues using closed-loop feedback processes
Maintain and refine best-in-class tools, processes, and playbooks for scalable customer success
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 to track progress and keep customers aligned and engaged
Identify and proactively mitigate risks to ensure a smooth and successful customer experience
Understand customer goals, pain points, and platform usage to surface relevant solutions and expansion opportunities
Support account growth through upsell, cross-sell, and increased share of wallet
Collaborate with product teams to identify gaps and co-develop new solutions based on customer feedback
Maintain stakeholder maps and expand key relationships across customer accounts
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
Qualification
Required
3+ years of experience in a Customer Success role, with 5+ years in a SaaS environment
Proven track record of managing enterprise accounts and driving customer adoption and satisfaction
Strong project management and problem-solving skills; ability to manage complex implementations
Experience using platforms such as Jira, Confluence, and HubSpot to manage projects and customer relationships
Excellent communication, collaboration, and relationship-building skills
Bachelor's degree (B.A., B.S.) or higher required
Preferred
Accounting industry experience strongly preferred
Experience in a high-growth or early-stage company environment preferred
Familiarity with the software development lifecycle, product ownership, or product management is a plus
Company
HubSync
HubSync develops a tax integration platform that automates workflows related to tax preparation and consulting.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$101.2MKey Investors
Thoma BravoNashville Capital Network
2025-05-05Private Equity· $100M
2023-05-01Series A
2020-01-15Seed· $1.2M
Leadership Team
Paul Madarasz
COO/CRO
Elizabeth Weissman
Chief Marketing Officer
Recent News
2025-11-22
2025-05-09
Company data provided by crunchbase