--- title: 'Customer Success Manager, Accounting Solutions at Tabs' canonical: 'https://feeny.ai/job/customer-success-manager-accounting-solutions-tabs-new-york-f3x8ta9h36br' type: 'job' last_seen: '2026-09-13' --- # Customer Success Manager, Accounting Solutions at Tabs - **Company:** Tabs - **Location:** New York, NY - **Compensation:** $120k–$165k - **Employment:** full-time - **Work type:** onsite - **Posted:** 2026-06-08 - **Last confirmed live:** 2026-09-13 - **Apply:** https://jobs.ashbyhq.com/Tabs/7306aa02-4416-4315-8bae-900e88655b79/application **Skills:** Accounting, Revenue Management, B2B Invoicing, Collections, Reconciliations, ASC 606, ERP Systems, NetSuite, QuickBooks, Sage, Salesforce, HubSpot, BI Tools, SQL, Data Analytics > The Customer Success Manager, Accounting Solutions owns key client relationships for Tabs' AI-native revenue platform, focusing on accounting and revenue workflows. This role involves managing a portfolio of customers, driving adoption of Tabs to optimize cash flow and reduce DSO, and serving as a liaison between fi... ## Job description 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](https://lsvp.com), [General Catalyst](https://www.generalcatalyst.com), and [Primary](https://www.primary.vc). 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 serve as a critical liaison to Product and cross-functional 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 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. ## Who You Are - 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant - with 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. - 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. - 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. Additional Information This role is based in New York City 5 days a week in our Soho office. ## Perks and Benefits (Full-time Employees) - Competitive compensation and equity - Unlimited PTO - Up to 100% employer covered monthly healthcare premium (medical, dental, vision) - Lunch provided via Sharebite, plus dinner for any later in office days. - Parental leave up to 12 weeks - Tax free commuter and parking benefits - Voluntary insurances (Life, Hospital, Critical Illness, Accident) - Employee Assistance Program (Rightway) - Free One Medical Membership - 401k Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves. ## About Tabs ## Core Business - **Primary industry/industries**: Revenue automation / Financial technology (FinTech) for B2B companies. - **Target customers**: B2B finance and accounting teams at scaling companies (mid-market to enterprise). - **Mission or purpose statement**: “Build the modern revenue stack” – replacing outdated finance systems with an AI-native platform that turns contracts into action, eliminates errors, and powers finance with speed and accuracy. [tabs.com/about](https://www.tabs.com/about) ## Products & Services - **Billing**: Auto-generate invoices for usage-based, recurring, and hybrid billing models. - **Contracts**: Every contract billed perfectly, every time, with automated interpretation. - **Collections**: Accelerate cash flow without chasing payments (AI-driven AR automation). - **Revenue Recognition**: Automate ASC 606-compliant RevRec. - **Reporting**: Real-time revenue reporting you can trust. - **Agents**: AI purpose-built for finance and accounting tasks. - **API**: Developer-friendly APIs to extend Tabs, connect systems, and embed billing into products. - **Integrations**: Works with QuickBooks, HubSpot, and other common business tools. All products are SaaS delivered via the Tabs platform. [tabs.com](https://www.tabs.com/) ## Market Standing - **Valuation/Market Cap**: Not publicly disclosed. - **Key Metric**: Total funding of **$92M** (as of October 2025). - **Notable Investors/Partners**: - Lightspeed Venture Partners (led Series B) - General Catalyst (led Series A) - Primary Venture Partners (led Pre-Seed) - Strategic partnership with CFGI (January 2025) - **Growth Signals**: - Headcount grew **141.9% YoY** to 151 employees (LinkedIn). - Raised **$55M Series B** in October 2025. - Operates in 5 countries (US, Ukraine, South Africa, Canada, Albania). - Claims results such as “5x less time spent on AR” and “scaled billing output 8x” for customers. [tabs.com/about](https://www.tabs.com/about) ## Competitive Advantages - **AI-native platform**: Purpose-built for finance and accounting, not a generic ERP add-on. - **Full revenue workflow**: Contracts → Billing → Collections → RevRec → Reporting in one place. - **Fast implementation**: “Live in weeks, not quarters” with a dedicated team. - **Enterprise-grade security**: SOC 2 compliant, encryption, audit-ready controls. - **Deep integrations**: Works with existing stacks (QuickBooks, HubSpot, etc.) and offers a robust API. ## Strategic Focus - Continue expanding the AI-powered revenue automation platform. - Grow headcount and sales teams (25 active job postings as of mid-2026). - Deepen partnerships (e.g., CFGI) and enter new verticals within B2B finance. - Maintain a customer-centric, fast-moving culture while scaling. ## Why Work Here - **Culture**: “Fast-moving, thoughtful team built around ownership, impact, and solving problems that matter.” Values include “respect the domain”, “build the best vision”, “grow from discomfort”, “innovate in-person”, and “do what you say”. [tabs.com/careers](https://www.tabs.com/careers) - **Work policy**: On-site/hybrid in New York City (HQ at 233 Spring St). Some roles are listed as on-site. - **Perks**: - Fully paid health insurance (medical, dental, vision) - Unlimited PTO (no guilt trips) - Generous parental leave - 401(k) plan - Commuter benefits (tax-free) - Free lunch and dinner in the office - **Engineering culture**: Strong emphasis on ownership, curiosity, and collaboration. Purpose-built AI and API-first approach appeal to engineers interested in fintech and AI. ## Sources 1. [tabs.com](https://www.tabs.com/) – Company product overview 2. [tabs.com/careers](https://www.tabs.com/careers) – Careers page with culture and perks 3. [tabs.com/about](https://www.tabs.com/about) – About page with mission, team, and results 4. [jobs.ashbyhq.com/Tabs](https://jobs.ashbyhq.com/Tabs) – Active job listings 5. [linkedin.com/company/teamtabs](https://www.linkedin.com/company/teamtabs) – LinkedIn company page with funding, headcount, and financial details ## Other roles at Tabs - [Product Specialist, Netsuite](https://feeny.ai/job/product-specialist-netsuite-tabs-new-york-1nbsfk6a6ged) — New York, NY - [Senior Software Engineer, Financial Sync](https://feeny.ai/job/senior-software-engineer-financial-sync-tabs-new-york-vtwvkyp3fjr5) — New York, NY - [Senior Software Engineer, Platform](https://feeny.ai/job/senior-software-engineer-platform-tabs-new-york-kwksr7pt0jd5) — New York, NY - [Senior Software Engineer, Frontend](https://feeny.ai/job/senior-software-engineer-frontend-tabs-new-york-hr43wpzygcmh) — New York, NY - [Sr. Growth Marketing Manager](https://feeny.ai/job/sr-growth-marketing-manager-tabs-new-york-mg1sghtrtygr) — New York, NY - [Senior Payments Operations Lead](https://feeny.ai/job/senior-payments-operations-lead-tabs-new-york-c35ak8217rwp) — New York, NY - [Technical Support Analyst](https://feeny.ai/job/technical-support-analyst-tabs-new-york-z05591kdxqbm) — New York, NY - [Software Engineer, Frontend](https://feeny.ai/job/software-engineer-frontend-tabs-new-york-m8kr7mcsecn3) — New York, NY - [Solution Architect](https://feeny.ai/job/solution-architect-tabs-new-york-2e39jc5f81tz) — New York, NY - [Senior Software Engineer, Payments](https://feeny.ai/job/senior-software-engineer-payments-tabs-new-york-ba6pf240apnc) — New York, NY