Tabs

3 months ago

Customer Success Manager, Accounting Solution

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Customer Success Manager for Tabs' Accounting Solutions leads client relationships with CFOs and AR teams, translating complex accounting concepts into tailored success plans. You’ll drive retention and expansion, reduce DSO, automate ASC 606, coordinate with Product and Engineering on integrations, and deliver onboarding and data-driven insights to finance leaders in a fast-growing fintech/SaaS environment.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Be a subject matter expert in accounting and revenue workflows: partner with customers’ finance leaders to navigate complex AR, billing, and revenue recognition requirements, and map them cleanly to Tabs.
•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; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).
•Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.

Pay and Benefits

Salary: USD 120,000 - 165,000 annually

Equity and Bonus:Equity

Perks:Paid Leave401kHealth InsuranceEquity

Key Requirements

•5+ years in accounting leadership (controller, AR lead, revenue accountant, auditor) or 5+ years in customer success/solutions consulting at a B2B SaaS/fintech company
•deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and monthly close
•bilingual in accounting and technology; proficient with ERPs (NetSuite, QuickBooks, Sage) and CRMs (Salesforce, HubSpot)
•strong consultative communication and ability to translate accounting/technical concepts for finance leaders and engineers
•project-management mindset with ability to own milestones, drive multi-stakeholder workstreams, and coordinate with Product/Implementation/Engineering

Experience:5+ yearsFintechSaaSAccountingFinance

Skills:CommunicationRelationship buildingProblem-solvingCollaborationEmpathy

Tech Stack:NetSuiteQuickBooksSageSalesforceHubSpotSQLBI dashboards

Company Brief

Tabs

Tabs offers a cloud-based software platform that helps teams organize, track, and manage workstreams and data through a simple, collaborative interface for improving operational visibility and cross-functional coordination.

Industry: SaaS

Website

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Tabs

3 months ago

Customer Success Manager, Accounting Solution

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Be a subject matter expert in accounting and revenue workflows: partner with customers’ finance leaders to navigate complex AR, billing, and revenue recognition requirements, and map them cleanly to Tabs.
•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; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).
•Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.

Pay and Benefits

Salary: USD 120,000 - 165,000 annually

Equity and Bonus:Equity

Perks:Paid Leave401kHealth InsuranceEquity

Key Requirements

•5+ years in accounting leadership (controller, AR lead, revenue accountant, auditor) or 5+ years in customer success/solutions consulting at a B2B SaaS/fintech company
•deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and monthly close
•bilingual in accounting and technology; proficient with ERPs (NetSuite, QuickBooks, Sage) and CRMs (Salesforce, HubSpot)
•strong consultative communication and ability to translate accounting/technical concepts for finance leaders and engineers
•project-management mindset with ability to own milestones, drive multi-stakeholder workstreams, and coordinate with Product/Implementation/Engineering

Experience:5+ yearsFintechSaaSAccountingFinance

Skills:CommunicationRelationship buildingProblem-solvingCollaborationEmpathy

Tech Stack:NetSuiteQuickBooksSageSalesforceHubSpotSQLBI dashboards

Company Brief

Tabs

Industry: SaaS

Website