Customer Success Manager

Tabs; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive compensation and equity

Unlimited PTO

100% employer covered healthcare premium

Free lunch

Parental leave up to 12 weeks

Tax-free commuter benefits

Voluntary insurances

Employee Assistance Program

401k plan

Job summary

A leading finance software company is seeking a Customer Success Manager based in New York. This role involves managing client relationships and ensuring the successful adoption of their AI-powered platform. Candidates should have over 5 years of experience in customer success or accounting, alongside strong knowledge of accounts receivable processes. The position is full-time, requiring presence in the office five days a week.

Qualifications

• 5+ years of experience in customer success or closely related role.
• Experience with accounting/AR processes and software.
• Proficient in using SQL and BI tools for data-driven decision making.

Responsibilities

• Manage a portfolio of mid-market customers, ensuring their success and satisfaction.
• Drive outcomes to reduce DSO and increase automation use.
• Deliver onboarding and training to finance and AR teams.

Skills

Customer success experience

Accounts receivable expertise

B2B invoicing knowledge

SQL and BI tools proficiency

Excellent communication

Tools

QuickBooks

NetSuite

Salesforce

Hubspot

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 use deep accounting and AR expertise to elevate the customer experience for our AI-powered accounts receivable 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 mid‑market 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 — OR 5+ years of hands‑on accounting/AR experience (B2B invoicing, collections, reconciliations) with a strong desire to move into a customer‑facing SaaS role.
• Deep knowledge of accounts receivable, B2B invoicing, collections, and AR workflows is a plus.
• 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 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)
• 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.