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Customer Success Manager, Accounting Solutions

Tabs· Customer Success
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New York City, NY$120k - $165kFull-timePosted 6mo ago

About the role

Customer Success Manager for Tabs' Accounting Solutions, focusing on accounting and revenue optimization within an AI-native revenue platform. Responsible for owning key client relationships, driving adoption, resolving issues, and delivering data-driven insights to reduce DSO, automate ASC 606, and streamline AR operations.

Responsibilities

  • 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, translating technical detail into clear, actionable guidance.
  • 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.
  • 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.
  • Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams, with specific context on why an accounting nuance matters.
  • Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.
  • Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion.

Qualifications

  • 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant - with 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
  • Bilingual in accounting and technology: at home with ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems, and how they integrate in a complex tech stack; able to troubleshoot accounting/data issues end-to-end.
  • Consultative communicator with high customer EQ: translate complex accounting and technical concepts for controllers, CFOs, and engineers; drive consultative conversations with finance leaders.
  • Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion.
  • Commercially savvy and accountable: strong grasp of stakeholder management and commercial dynamics; thrive in fast-paced, ambiguous environments and partner closely with Product, Implementation, and Engineering.

Skills

Required:Accounting & Revenue WorkflowsERP / CRM / Billing SystemsData Analysis

Benefits

  • Competitive compensation and equity
  • Unlimited PTO
  • Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
  • Lunch provided via Sharebite, plus dinner for 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
Last updated Sep 23, 2026. Interested? Apply on the company site.

About Tabs

Revenue Automation for B2B: Streamline with Tabs | Tabs

Automate your B2B revenue process with Tabs - the AI-powered platform for contract-to-cash automation. Streamline invoicing, payments, reporting, and more. Get a demo now!

revenue automationcontract-to-cashAI platforminvoice automationrevenue recognitionreportingbotsAPIs
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