Customer Success Manager

• 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
• 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

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- Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly
• Comfortable leading executive business reviews, success planning, and renewal/expansion conversations with finance and operations stakeholders
• Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot), and comfort troubleshooting accounting/data issues
• Organized, prioritizes effectively, and able to independently solve complex problems
• Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention)
• Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset
• 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
• Growth mindset, fast learner, and comfortable working in a high-growth startup environment
• Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes