5+ years of experience in accounting roles (controller, AR lead, revenue accountant) or in customer success/solutions consulting within B2B SaaS/fintech environments.
Fluency in B2B invoicing, collections, reconciliations, ASC 606, and monthly close processes.
Bilingual in accounting and technology with experience in ERPs (NetSuite, QuickBooks, Sage) and CRMs (Salesforce, HubSpot).
Strong consultative communicator with high emotional intelligence, capable of articulating complex concepts to diverse stakeholders.
Project management skills with the ability to create tailored success plans and coordinate among multiple teams.
Responsibilities
Serve as a subject matter expert in accounting workflows, guiding finance leaders through AR, billing, and revenue recognition.
Oversee a portfolio of clients, managing adoption, escalation, and renewal processes.
Facilitate customer success by reducing DSO and enhancing automation adoption through proactive business reviews.
Deliver effective onboarding and training tailored to finance and AR teams, based on best practices and accounting workflows.
Identify and troubleshoot product, process, and data issues, coordinating across various teams for resolutions.
Collect and relay customer feedback and feature requests to improve product alignment with real-world accounting needs.
Utilize data and analytics tools to monitor customer account health and identify opportunities for growth.
Benefits
Unlimited PTO for work-life balance.
Fully funded healthcare premiums for medical, dental, and vision.
Provided meals through Sharebite during office days.
Parental leave offering up to 12 weeks.
Tax-exempt commuter and parking benefits.
Access to voluntary insurance options for added financial security.
Employee assistance programs to support wellness and mental health.
Membership to One Medical for accessible healthcare services.
401k plan to prepare for retirement.
Full Job Description
About the Role
As a Customer Success Manager, Accounting Solutions at Tabs, you'll bring deep accounting and revenue expertise to elevate the customer experience for our AI-native revenue platform. You will own key client relationships, proactively resolve support and integration issues, and ensure customers adopt Tabs to optimize cash flow, reduce DSO, automate ASC 606, and streamline AR operations. Working closely with CFOs, controllers, and AR teams, you'll translate complex accounting concepts into tailored success plans and data-driven insights that drive retention and expansion. You'll also serve as a critical liaison to Product and cross-functional teams-conveying real-world accounting nuances and helping shape product improvements.
What You'll Do
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.
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.
Who You Are
5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant - with deep 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: genuinely curious about customers and their businesses; able to translate complex accounting and technical concepts for controllers, CFOs, and engineers alike, and 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.
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.
