Customer Success Manager

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. 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 bring proven customer success expertise to elevate the experience of finance and AR leaders running their business on our AI-powered platform. This role demands strong communication and relationship-building skills. You'll be the trusted voice customers turn to as they navigate change. 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 liai [... source excerpt omitted ...] d sharp communication skills to every interaction — reading stakeholder needs, adapting your approach, and building genuine trust with finance and AR teams. 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, communicated clearly and persuasively to finance leadership. 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 [... source excerpt omitted ...] , 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 at a B2B SaaS company; experience supporting finance, AR, or operations personas is a strong plus but not necessary. Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset. Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention). Comfortable leading executive business reviews,