Tabs is the AI Operating System for Revenue, built for modern finance and accounting teams. It combines deep revenue and accounting expertise with the agents and applications needed to run revenue work end to end. Tabs understands customer and contract context, applies accounting logic, and executes critical workflows with built in controls, auditability, and human oversight. With Tabs, finance teams can move from manually managing revenue workflows to directing outcomes while the system executes the work.
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. This role demands strong communication and relationship-building skills. You'll be the trusted voice customers turn to as they navigate change. 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
Bring high EQ and sharp communication skills to every interaction
— reading stakeholder needs, adapting your approach, and building genuine trust with finance and AR teams.
Manage a portfolio of 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, communicated clearly and persuasively to finance leadership.
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, staying calm and empathetic under pressure.
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 at a B2B SaaS company; experience supporting finance, AR, or operations personas is a strong plus but not necessary.
Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset.
Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention).
Comfortable leading executive business reviews, success planning, and renewal/expansion conversations with finance and operations stakeholders.
Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly.
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.
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 in 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)
Free One Medical Membership
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.
