Customer Success Manager at Tabs

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates 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 [Upgrade to PRO to see link] General Catalyst [Upgrade to PRO to see link] and Primary [Upgrade to PRO to see link] The team is headquartered in New York and brings deep expertise in finance and AI. ABOUT THE ROLE As a Customer Success Manager at Tabs, you’ll use deep accounting and AR expertise to elevate the customer experience for our AI-powered accounts receivable platform. You will own key client relationships, proactively resolve support and integration issues, and ensure customers adopt Tabs to optimize cash flow, reduce DSO, and streamline AR operations. Working closely with finance and AR teams, you’ll deliver tailored success plans, regular check-ins, and data-driven insights that drive satisfaction, retention, and expansion. You’ll also serve as a critical liaison to Product and cross-functional teams—conveying customer feedback and helping shape product improvements. WHAT YOU’LL DO - Manage a portfolio of mid-market customers, acting as the primary point of contact for adoption, escalation, and renewal. - 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. - Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations. - Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams. - Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact. - Build strong relationships with finance, AR, and operations stakeholders to drive long-term retention and expansion. WHO YOU ARE - 5+ years of experience in customer success, account management, or a closely related customer-facing role — OR 5+ years of hands-on accounting/AR experience (B2B invoicing, collections, reconciliations) with a strong desire to move into a customer-facing SaaS role. - Deep knowledge of accounts receivable, B2B invoicing, collections, and AR workflows is a plus. - Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, Hubspot), and comfort troubleshooting accounting/data issues. - Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes. - Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset. - Organized, prioritizes effectively, and able to independently solve complex problems. - Growth mindset, fast learner, and comfortable working in a high-growth startup environment. ADDITIONAL INFORMATION This role is based in New York City 5 days a week in our Soho office. PERKS AND BENEFITS (FULL-TIME EMPLOYEES) - Competitive compensation and equity - Unlimited PTO - Up to 100% employer covered monthly healthcare premium (medical, dental, vision) - Lunch provided via Sharebite, plus dinner for any later office days. - Parental leave up to 12 weeks - Tax free commuter and parking benefits - Voluntary insurances (Life, Hospital, Critical Illness, Accident) - Employee Assistance Program (Rightway) - 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.