Customer Success Manager

Responsibilities

• Act as a subject matter expert in accounting and revenue workflows, partnering with finance leaders to navigate AR, billing, and revenue recognition requirements
• Manage a portfolio of customers as the primary point of contact for adoption, escalation, and renewal
• Drive customer success outcomes including reduced DSO and increased automation adoption through regular business reviews
• Deliver onboarding, training, and enablement to finance and AR teams
• Proactively identify and resolve product, process, and data issues involving ERPs, CRMs, and payment systems
• Synthesize customer feedback and feature requests for Product and cross-functional teams
• Use data and analytics to monitor account health and identify expansion opportunities

Requirements

• 5+ years of experience as a controller, AR lead, revenue accountant, auditor, or Big Four/fintech/SaaS consultant
• OR 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS/fintech company
• Deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and the monthly close
• Proficiency with ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems
• Strong consultative communication skills and high customer EQ
• Project management mindset with ability to drive multi-stakeholder workstreams

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 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

About the Company

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