Customer Success Manager

tabs platform inc; New York (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation and equity

Unlimited PTO

100% employer covered healthcare premium

Lunch provided via Sharebite

Parental leave up to 12 weeks

Tax-free commuter benefits

Voluntary insurances

Employee Assistance Program

Free One Medical Membership

401k

Job summary

Tabs platform inc is looking for a Customer Success Manager to enhance the experience of finance and accounts receivable leaders. This role involves managing client relationships, resolving issues, and ensuring the optimization of Tabs' AI-powered platform. The ideal candidate should have over 5 years of experience in customer success at a B2B SaaS company, with a focus on data-driven outcomes. Offering competitive compensation, unlimited PTO, and comprehensive health benefits, the position is based in New York City.

Qualifications

• 5+ years of experience in customer success or related role at a B2B SaaS company.
• Experience supporting finance or operations personas is a strong plus.
• Hands-on experience with financial systems and CRMs.

Responsibilities

• Manage a portfolio of customers and act as the primary point of contact.
• Monitor account health and identify risks and expansion opportunities.
• Drive outcomes like reducing DSO and increasing automation adoption.

Skills

Customer success expertise

Account management

Data-driven decision making

Communication skills

Problem-solving

Collaboration skills

Tools

QuickBooks

Salesforce

BI tools

SQL

Job description

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.

High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.

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. 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 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.