Customer Success Manager

The role

You will manage a portfolio of customers to drive adoption, retention, and expansion on an AI-powered platform. You will deliver onboarding, training, and business reviews to finance and AR teams while acting as a liaison to Product teams.

What you will do

• Manage a portfolio of customers as the primary point of contact for adoption, escalation, and renewal.
• Drive customer success outcomes including reducing DSO and increasing automation adoption.
• Deliver onboarding, training, and enablement to finance and AR teams.
• Create playbooks and best-practice guides.
• Identify and resolve product, process, and data issues.
• Coordinate with Support and Engineering to manage escalations.
• Gather and 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 finance, AR, and operations stakeholders.
• Lead executive business reviews, success planning, and renewal/expansion conversations.

Required qualifications

• 5+ years of experience in customer success, account management, or a closely related customer-facing role at a B2B SaaS company
• Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion
• Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows
• Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot)
• Experience using SQL, BI tools, and metrics

Nice to have

• experience supporting finance, AR, or operations personas

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.