Tabs
Customer Success Manager
$120K–$165K
New York City, NY · On-site · Manager · Full-time · Posted Jun 8, 2026
- Experience
- 5+ years; customer success, account management, or a closely related customer-facing role at a B2B SaaS company.
About the job
Manages customer relationships and adoption of Tabs’ AI-powered revenue platform, driving retention, expansion, and measurable finance and accounts receivable outcomes.
What you'll do
- Own a customer portfolio, including adoption, escalations, renewals, and success planning.
- Deliver onboarding, training, business reviews, and data-driven insights to improve outcomes such as DSO and automation adoption.
- Resolve customer issues and communicate feedback to Product and cross-functional teams.
What they ask for
- 5+ years of experience in customer success, account management, or a closely related customer-facing role at a B2B SaaS company.
- Track record of managing customers and driving measurable adoption, retention, and expansion outcomes.
- Hands-on experience with financial systems and CRMs, plus comfort troubleshooting accounting and data issues.
- Experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes.
Nice to have
- Experience supporting finance, AR, or operations personas.
- Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or appetite to develop fluency quickly.
Pay
$120K – $165K USD base salary
Tools
QuickBooks, NetSuite, ERP integrations, Salesforce, HubSpot, SQL, BI tools
AI focus
Customer success for an AI-powered platform that executes revenue workflows with built-in controls, auditability, and human oversight.
Model-written summary · the original posting is authoritative