Customer Success Manager

About the Company

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Founded in 2023, Tabs automates the entire contract-to-cash lifecycle, including billing, collections, and revenue recognition, helping high-growth companies like Cursor and Statsig optimize cash flow.

Responsibilities

• Manage a portfolio of customers as the primary point of contact for adoption, escalation, and renewal
• Drive success outcomes such as 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 in coordination with Support and Engineering
• Gather and communicate customer feedback and feature requests to Product teams
• Use SQL and BI tools to monitor account health and identify expansion opportunities

Requirements

• 5+ years of experience in customer success or account management at a B2B SaaS company
• Proven track record of driving NRR, GRR, and logo retention
• Experience leading executive business reviews and success planning
• Working knowledge of accounts receivable, B2B invoicing, or AR workflows
• Hands-on experience with financial systems (QuickBooks, NetSuite, ERP) and CRMs (Salesforce, HubSpot)
• Proficiency with SQL and BI tools for data-driven decision making
• Ability to work onsite in our Soho, New York City office 5 days a week