Customer Success Manager, Accounting Solutions

The role

You will manage a portfolio of customers to drive adoption and retention of an AI-native revenue platform. You will act as a subject matter expert in accounting and revenue workflows to help finance leaders optimize cash flow and automate processes.

What you will do

• Partner with finance leaders to navigate AR, billing, and revenue recognition requirements.
• Manage a portfolio of customers as the primary point of contact for adoption, escalation, and renewal.
• Drive customer success outcomes like reducing DSO and increasing automation adoption.
• Deliver onboarding, training, and enablement to finance and AR teams.
• Build playbooks and best-practice guides grounded in accounting workflows.
• Identify and resolve product, process, and data issues.
• Coordinate with Support, Implementation, and Engineering on escalations.
• Communicate customer feedback and feature requests to Product and cross-functional teams.
• Use data and analytics to monitor account health and identify expansion opportunities.
• Build relationships with CFOs, controllers, AR leaders, and systems administrators.

Required qualifications

• 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
• Fluency in ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems
• Ability to troubleshoot accounting/data issues end-to-end
• Ability to translate complex accounting and technical concepts for controllers, CFOs, and engineers
• Ability to diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams
• Strong grasp of stakeholder management and commercial dynamics

Benefits

• 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

About the company

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.