Tabs
Customer Success Manager, Accounting Solution
New York City, NY · Full-time
Sponsorship not specifiedDetected 88 days ago
SQLProject ManagementStakeholder ManagementHubSpotSalesforceAccountingQuickBooksCustomer SuccessAR/VRNetSuite
About the role
- As a Customer Success Manager, Accounting Solution at Tabs, you'll bring deep accounting and revenue expertise to elevate the customer experience for our AI-native revenue platform.
- You'll also serve as a critical liaison to Product and cross-functional teams-conveying real-world accounting nuances and helping shape product improvements.
Responsibilities
- Drive customer success outcomes: reduce DSO, increase automation adoption, and demonstrate ROI through regular business reviews and success plans.
- Deliver onboarding, training, and enablement to finance and AR teams
- build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).
- coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.
- Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion.
- 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant - with deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and the monthly close or 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS / fintech company.
- Deliver onboarding, training, and enablement to finance and AR teams; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).
- Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.
Nice to have
- Lunch provided via Sharebite, plus dinner for any later in office days.
Compensation
- Competitive compensation and equity
Benefits
- Competitive compensation and equity
- Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
- Parental leave up to 12 weeks
- Tax free commuter and parking benefits
- Free One Medical Membership
- Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.
Company info
- Tabs is the leading AI-native revenue platform for modern finance and accounting teams.
- Tabs agents automate the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.
- High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.
- Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners https://lsvp.com, General Catalyst https://www.generalcatalyst.com, and Primary https://www.primary.vc.
- The team is headquartered in New York and brings deep expertise in finance and AI.
- Be a subject matter expert in accounting and revenue workflows: partner with customers' finance leaders to navigate complex AR, billing, and revenue recognition requirements, and map them cleanly to Tabs.
- Manage a portfolio of customers, acting as the primary point of contact for adoption, escalation, and renewal.
Equal opportunity
- Tabs is an equal opportunity employer.
This listing is sourced directly from Tabs's careers page and normalized into a canonical job model.