Tabs
Customer Success Manager
New York City, NY
Sponsorship not specifiedDetected 88 days ago
SQLHubSpotSalesforceAccount ManagementAccountingQuickBooksERPCustomer SuccessAR/VRAccounts PayableNetSuite
About the role
- As a Customer Success Manager at Tabs, you'll bring proven customer success expertise to elevate the experience of finance and AR leaders running their business on our AI-powered platform.
- You'll also serve as a critical liaison to Product and cross-functional teams-conveying customer feedback 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
- create playbooks and best-practice guides.
- coordinate with Support and Engineering to manage escalations.
- Build strong relationships with finance, AR, and operations stakeholders to drive long-term retention and expansion.
- Deliver onboarding, training, and enablement to finance and AR teams; create playbooks and best-practice guides.
- Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations.
- Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows-or a strong appetite to develop deep fluency quickly.
Requirements
- Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot), and comfort troubleshooting accounting/data issues.
Nice to have
- experience supporting finance, AR, or operations personas is a strong plus but not necessary.
- 5+ years of experience in customer success, account management, or a closely related customer-facing role at a B2B SaaS company
Benefits
- 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.
- Manage a portfolio of customers, acting as the primary point of contact for adoption, escalation, and renewal.
- Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention).
This listing is sourced directly from Tabs's careers page and normalized into a canonical job model.