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HubSync

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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 By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems.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.

2 open rolesTeam 57Since 2019Latest: Feb 28, 2026, 12:40 PM UTC
Information TechnologyProfessional ServicesSoftwareFinancial Services
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2 Jobs

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Director of Sales

HubSync

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 By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems.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.

OtherRemoteTeam 57Since 2019

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 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 account Value hypotheses and quantified business cases Executive engagement strategy inside top firms Weekly pipeline inspection (not review — inspection) Account plans for each customer account 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) 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) 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 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 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

United States
Job Closed
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Tax Demo Engineer/Sales Engineer

HubSync

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.

Sales Engineer112 days ago
OtherRemoteMid LevelTeam 57Since 2019

Position Overview: We are seeking a skilled and enthusiastic Demo Engineer to join our team. The Demo Engineer will be responsible for delivering engaging and informative product demonstrations of our Workflow Automation AI SaaS platform to potential clients, especially within CPA firms, along with partners and internal teams. The ideal candidate will possess a strong technical background, excellent communication skills, and a passion for showcasing innovative solutions tailored to the needs of CPA firms. Key Responsibilities: Conduct compelling product demonstrations tailored to the specific needs of CPA firms, showcasing how our platform optimizes workflows and improves compliance. Collaborate with sales, marketing, and product teams to understand the unique requirements of CPA firms and highlight relevant features. Qualifications: Bachelor’s degree in Computer Science, Accounting, Business, or a related field. Proven experience in product demonstration, technical sales, or pre-sales engineering. Strong understanding of SaaS platforms, workflow automation, and AI technologies. Deep understanding of CPA firms’ workflows, compliance requirements, and pain points. Excellent communication, presentation, and interpersonal skills. Ability to troubleshoot technical issues and demonstrate solutions effectively. Experience with CRM and demo scheduling tools is a plus. Self-motivated with excellent organizational skills “We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, s ex, s exual orientation, gender identity, national origin, veteran or disability status.”

United States
Job Closed