---
title: 'Customer Success Manager at Tabs'
canonical: 'https://feeny.ai/job/customer-success-manager-tabs-new-york-c9zzb7nv6nsm'
type: 'job'
last_seen: '2026-10-18'
---

# Customer Success Manager at Tabs

- **Company:** Tabs
- **Location:** New York, NY
- **Compensation:** $120k–$165k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-06-08
- **Last confirmed live:** 2026-10-18
- **Apply:** https://jobs.ashbyhq.com/Tabs/ffd005a7-5f15-41be-b398-a25515defff1/application

**Skills:** B2B SaaS, Accounts Receivable, B2B Invoicing, Collections, Accounts Payable, QuickBooks, NetSuite, ERP Integrations, Salesforce, HubSpot, SQL, BI Tools, Data Analytics, Finance Persona Experience, AR Persona Experience

> The Customer Success Manager manages a portfolio of finance and AR clients, driving adoption, retention, and expansion of the Tabs AI-powered platform. This role involves proactive issue resolution, conducting business reviews, and collaborating with product teams to incorporate customer feedback.

## Job description

Tabs is the AI Operating System for Revenue, built for modern finance and accounting teams. It combines deep revenue and accounting expertise with the agents and applications needed to run revenue work end to end. Tabs understands customer and contract context, applies accounting logic, and executes critical workflows with built in controls, auditability, and human oversight. With Tabs, finance teams can move from manually managing revenue workflows to directing outcomes while the system executes the work.

## 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 liaison to Product and cross-functional teams—conveying customer feedback and helping shape product improvements.

## What You’ll Do

- Bring high EQ and 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 Engineering to manage escalations, staying calm and empathetic under pressure.
- 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.

## 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, success planning, and renewal/expansion conversations with finance and operations stakeholders.
- Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly.
- Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot), and comfort troubleshooting accounting/data issues.
- Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes.
- Organized, prioritizes effectively, and able to independently solve complex problems.
- Growth mindset, fast learner, and comfortable working in a high-growth startup environment.

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

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