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Customer Success Manager

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

About the role

Customer Success Manager at Tabs, responsible for managing a portfolio of finance/AR leaders using the AI-powered Tabs platform. Focus on adoption, renewal, and expansion, delivering onboarding, training, data-driven insights, and cross-functional collaboration with Product, Support, and Engineering.

Responsibilities

  • 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.

Qualifications

  • 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.

Skills

Required:Stakeholder managementCommunicationsOnboarding and enablementSQLBI tools

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 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
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
Company profileWebsite

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