Tabs
Customer Success Manager, Accounting Solutions
$120K–$165K
New York City, NY · On-site · Manager · Full-time · Posted Jun 8, 2026
- Experience
- 5+ years, with alternatives stated in the requirements.
About the job
Own customer relationships and help finance teams adopt Tabs’ AI revenue platform to improve accounting and accounts-receivable workflows, retention, and expansion.
What you'll do
- Manage customer portfolios, onboarding, training, adoption, escalations, and renewals; create success plans and demonstrate outcomes.
- Advise finance leaders on AR, billing, revenue recognition, and related workflows, coordinating resolution of product, integration, process, and data issues.
- Monitor account health and impact with analytics, and relay customer feedback and accounting requirements to Product and cross-functional teams.
What they ask for
- 5+ years in accounting/revenue roles (controller, AR lead, revenue accountant, auditor, or Big Four/fintech/SaaS consultant), or 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS/fintech company.
- Fluency in B2B invoicing, collections, reconciliations, ASC 606, and monthly close.
- Experience with ERPs, CRMs, and billing/payments systems and their integrations; able to troubleshoot accounting and data issues end-to-end.
- Strong consultative communication, stakeholder management, and project management skills.
Pay
$120K – $165K (base salary)
Tools
NetSuite, QuickBooks, Sage, Salesforce, HubSpot, SQL, BI tools
AI focus
Help customers adopt Tabs’ AI-native revenue platform to automate revenue workflows; no responsibility for developing AI is stated.
Model-written summary · the original posting is authoritative