Customer Success Manager (Accounting Solutions)

• As a Customer Success Manager, Accounting Solutions at Tabs, you’ll bring deep accounting and revenue expertise to elevate the customer experience for our AI-native revenue platform
• You will own key client relationships, proactively resolve support and integration issues, and ensure customers adopt Tabs to optimize cash flow, reduce DSO, automate ASC 606, and streamline AR operations
• Working closely with CFOs, controllers, and AR teams, you’ll translate complex accounting concepts into tailored success plans and data-driven insights that drive retention and expansion
• You’ll also serve as a critical liaison to Product and cross-functional teams—conveying real-world accounting nuances and helping shape product improvements
• Be a subject matter expert in accounting and revenue workflows: partner with customers’ finance leaders to navigate complex AR, billing, and revenue recognition requirements, and map them cleanly to Tabs
• 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; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close)
• Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems
• Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams, with specific context on why an accounting nuance matters
• Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact
• Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion

Benefits

• Unlimited PTO: You decide when and how long to take time off
• Fully paid health insurance: Fully paid medical, dntal, and vision insurance
• Complimentary meals: Free lunch and dinner in the office
• Parental leave: Generous paid leave to new parents
• Commuter benefits: Tax-free commuter benefits
• Regular team events: We work hard and play hard

• Commercially savvy and accountable: strong grasp of stakeholder management and commercial dynamics; thrive in fast-paced, ambiguous environments and partner closely with Product, Implementation, and Engineering
• Consultative communicator with high customer EQ: genuinely curious about customers and their businesses; able to translate complex accounting and technical concepts for controllers, CFOs, and engineers alike, and drive consultative conversations with finance leaders
• Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion
• 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant — with deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and the monthly close or 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS / fintech company
• Bilingual in accounting and technology: at home with ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems, and how they integrate in a complex tech stack; able to troubleshoot accounting/data issues end-to-end