About the RoleAs 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. 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 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 at a B2B SaaS company; experience supporting finance, AR, or operations personas is a strong plus but not necessary.
- 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.
- 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 InformationThis 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
