Client Account Manager

Location: Nashville, TN; Remote

Company

AI-powered SaaS platform for CPA firms and accounting practices, combining client portals, engagement management, document collection, e-signature, workpapers, and payments.

What you will do

• Own relationships across a portfolio of 8–12 critical client accounts from implementation handoff through renewal.
• Build trusted relationships with partners, firm administrators, and operational leaders, serving as a strategic advisor.
• Lead business reviews connecting platform usage with cycle time, staff capacity, and client experience outcomes.
• Own renewal and expansion results, including additional modules, seats, and adjacent workflows.
• Negotiate renewals, contract amendments, and expansion agreements with Legal and Finance.
• Coordinate with Sales, Implementation, Support, and Product to resolve issues and turn client feedback into product improvements.

Requirements

• 3+ years of experience in account management, customer success, or client-facing sales within B2B SaaS.
• Experience managing retention, renewal, or expansion targets across a defined book of business.
• Experience negotiating contracts and agreements while balancing client relationships and commercial outcomes.
• Strong executive presence, listening, negotiation, presentation, verbal, and written communication skills.
• Ability to influence stakeholders at all organizational levels, including executive and C-level contacts.
• Experience with HubSpot and other CRM tools; a bachelor’s degree in Business, Sales, Economics, Marketing, or a related field.

Nice to have

• Experience serving accounting, tax, or professional services firms.
• Experience working with or selling into private equity-backed portfolio companies.

Culture & Benefits

• Work in a fast-growing, AI-powered SaaS company backed by Thoma Bravo.
• Have direct, visible impact on client retention and business growth.
• Help establish repeatable account management standards, playbooks, and onboarding materials.
• Collaborate across Sales, Implementation, Support, Product, Legal, and Finance.