HubSpot

Account Manager

HubSpot • $80K — $110K *
Jacksonville, FL 32210In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, or related field
  • 7+ years of experience in the retirement services industry
  • 3+ years in Account Management or Client Relationship Management
  • Strong knowledge of retirement operations, particularly non-ERISA 403(b) and IRA products
  • Experience with recordkeeping systems and trust operations
  • Proven track record of managing large, complex client relationships
  • Leadership experience with direct team management

Responsibilities

  • Manage and nurture relationships with 3 key financial institution and insurance company partners
  • Serve as the primary point of contact for partner inquiries and strategic initiatives
  • Conduct regular business reviews and maintain communication with partner leadership
  • Collaborate on new product development and service enhancements
  • Ensure partner satisfaction through proactive issue resolution and excellent service delivery
  • Analyze operational workflows to identify process improvement opportunities
  • Monitor key performance indicators and service level agreements with partners
  • Lead cross-functional projects to enhance service delivery and operational effectiveness

Benefits

  • 100% remote work environment
  • Collaborative and continuous improvement-focused culture
  • Opportunities for professional development and training
  • Engagement with key financial partners and large asset management
Full Job Description
Position Overview:

We are seeking a Senior Account Manager to oversee strategic partner relationships for our outsourced recordkeeping services, focused on non-ERISA voluntary 403(b), 457, and IRA business. This role blends strategic relationship management with operational expertise, requiring someone who can both engage with financial institution partners at a high level and drive process improvements across internal teams. The ideal candidate will serve as the primary liaison for key partners, provide subject matter expertise in retirement operations, and help shape sustainable, scalable processes that ensure long-term partner satisfaction.

Responsibilities:
  • Manage and nurture relationships with 3 key financial institution and insurance company partners representing over $5B in assets under management
  • Serve as the primary point of contact for partner inquiries, escalations, and strategic initiatives
  • Conduct regular business reviews and maintain a strong communication cadence with partner leadership
  • Collaborate (not own) on new product development, service enhancements, and business growth opportunities
  • Ensure partner satisfaction through proactive issue resolution and service delivery excellence
  • Own analysis of operational workflows, identifying opportunities for process refinement and automation
  • Partner with operations leaders to influence and implement improvements that drive efficiency
  • Monitor key performance indicators and service level agreements with partners
  • Lead cross-functional projects to enhance service delivery and operational effectiveness
  • Serve as a subject matter expert on non-ERISA 403(b), 457, and IRA recordkeeping operations
  • Provide operational guidance and expertise to team members and the broader organization
  • Foster a collaborative environment focused on continuous improvement and client success
  • Use Relius Recordkeeping System, Schwab Trust, Matrix Trust, and OnBase by Hyland in daily operations
  • Identify system enhancement opportunities and collaborate with IT/technology teams for implementation (not direct ownership)
  • Ensure data integrity and compliance across all systems and processes
  • Support training of team members on system functionality and best practices

Qualifications & Skills:
  • Bachelor's degree in Business, Finance, or related field
  • 7+ years of experience in the retirement services industry
  • 3+ years in Account Management or Client Relationship Management, preferably transitioning from operations into relationship management
  • Strong knowledge of retirement operations, with expertise in non-ERISA 403(b) and IRA products and regulations
  • Experience with recordkeeping systems and trust operations
  • Proven track record of managing large, complex client or partner relationships
  • Leadership experience with direct team management
  • Familiarity with Relius, Schwab Trust, Matrix Trust, or OnBase systems
  • Experience working directly with financial institutions or insurance company partners

ADDITIONAL INFORMATION:
  • Compensation: $80k-$110k plus 3% Bonus
  • 100% Remote

About HubSpot

HubSpot is a leading growth platform. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 100,000 customers in more than 120 countries use HubSpot's award-winning software, services, and support to transform the way they attract, engage, and delight customers. The company is headquartered in Cambridge, MA with offices in Dublin, Ireland; Singapore; Sydney, Australia; Tokyo, Japan; Berlin, Germany; Bogotá, Colombia; and Portsmouth, NH.
Learn more about HubSpot
Size
6,404 employees
Market Cap
$13.4 billion
Industry
Consumer Technology
Net Income
-$85 million
Founded
2006
5 Year Trend
+36.9%
Revenue
$883 million
NASDAQ
HUBS
* Ladders Estimates

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