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 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.
What they're looking for
- 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
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 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...
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