Automate your B2B revenue process with Tabs - the AI-powered platform for contract-to-cash automation. Streamline invoicing, payments, reporting, and more. Get a demo now! Backed by General Catalyst and Lightspeed.
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.
What they're looking for
- 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
- 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
More about this role
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.
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...
Browse similar: Startup jobs