Why This Job is Featured on The SaaS Jobs
Tabs sits in a growing corner of B2B SaaS where automation meets the contract to cash workflow, serving finance and accounting stakeholders rather than traditional IT buyers. For the SaaS ecosystem, roles tied to billing, collections, and revenue recognition tend to be close to core value delivery because product adoption is directly reflected in cash flow outcomes and operational accuracy.
Customer Success in this category builds durable SaaS operating skills: translating product capabilities into measurable business results, navigating integrations with systems like ERPs and CRMs, and using account health signals to steer retention and expansion. The remit also creates proximity to product feedback loops, since recurring workflow friction, data quality issues, and compliance requirements often surface first through customer conversations.
This position is best suited to a CSM who prefers structured, outcome-led account management and is comfortable engaging finance and operations leaders in regular business reviews. It will likely appeal to professionals who enjoy combining relationship ownership with analytical problem solving, particularly when success depends on diagnosing process and data issues across multiple tools rather than providing lightweight enablement alone.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates 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 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. 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
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; create playbooks and best-practice guides.
Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations.
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.
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.
Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset.
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 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.
