Account Manager (Hubspot & monday.com)

Position Overview:

As the Account Manager for HubSpot and monday.com, you will be the primary point of contact for all engagements related to these platforms. Your role is crucial in building and maintaining strong relationships with clients throughout the entire customer journey—from attract to delight. You will act as a mentor, trainer, and technical expert to internal teams while managing onboarding, training, and support for clients. Your contributions will ensure that our clients maximize their value from HubSpot and monday.com and continuously benefit from our innovative solutions.

Key Responsibilities (Tasks):

Platform Point of Contact (Internal and External)

• Serve as the primary POC for HubSpot and monday.com-related activities, ensuring all inquiries and issues are addressed promptly and effectively.
• Work with team members, promoting continuous learning and skill development to ensure team proficiency in HubSpot and monday.com.
• Lead internal training initiatives, ensuring that team members stay current on the latest features, best practices, and certifications for both platforms.
• Act as the onboarding project manager for new clients, guiding them smoothly from onboarding to the delight stage of the customer journey.
• Conduct regular portal audits for clients, recommending improvements or necessary upgrades to their subscriptions.

Pre-Sales & Support Functions

• Provide pre-sales support through technical assessments, product demonstrations, and tailored presentations to help the Sales team achieve revenue targets.
• Deliver customer onboarding, including requirements capture, scheduling, installation, configuration, and training to ensure seamless implementation.
• Use the HubSpot and monday.com ticketing systems to manage and track customer support issues, escalating to technical support as needed.
• Collaborate closely with the Sales, Marketing, and Support teams to ensure a smooth transition between pre- and post-sales activities.

Customer Success & Growth

• Own the entire relationship with assigned clients, including onboarding, training, adoption, retention, and ongoing satisfaction.
• Establish yourself as a trusted advisor, proactively identifying opportunities for clients to derive greater value from HubSpot and monday.com.
• Collaborate with the creative team to develop and maintain customer-success strategies, best practices, and customer-support materials.
• Regularly review the customer journey, using a consultative approach to help clients overcome challenges and achieve their goals.
• Monitor key success metrics, including CSAT and NPS, and implement strategies to continually improve customer satisfaction.

Qualifications:

• Bachelor’s degree in Marketing, IT, Communications, or a related field; or equivalent work experience.
• 3–5 years of experience in account management, customer success, sales, or communications, with hands-on experience in HubSpot and monday.com preferred.
• Proficient in Mac/PC and the HubSpot and monday.com platforms.
• Excellent verbal and written communication skills, with strong strategic thinking and project management abilities.
• A collaborative mindset, capable of working across multiple departments in a fast-paced environment.
• Highly organized, self-starter, able to adjust priorities to meet tight deadlines.