Customer Success Manager, Accounting Solutions

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, Accounting Solution at Tabs, you’ll bring deep accounting and revenue expertise to elevate the customer experience for our AI-native revenue 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, 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 se [... source excerpt omitted ...] teams—conveying real-world accounting nuances and helping shape product improvements. What You’ll Do 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, translating technical detail into clear, actionable guidance. 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 a [... source excerpt omitted ...] ss, 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. Who You Are 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four /