Tabs

3 months ago

Customer Success Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Customer Success Manager for a fast-growing AI-native revenue platform, owning relationships with finance and AR leaders. Drive adoption, reduce DSO, and optimize cash flow by delivering tailored onboarding, success plans, and data-driven insights. Partner with Product and Engineering to resolve issues and relay customer feedback, shaping product improvements and ensuring renewal and expansion in a high-growth SaaS environment.

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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; create playbooks and best-practice guides
•Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations
•Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams

Pay and Benefits

Salary: USD 120,000 - 165,000 annually

Equity and Bonus:Equity

Perks:Paid LeaveHealth Insurance401kParking BenefitsParental Leave

Key Requirements

•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 is a plus
•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/operations stakeholders
•Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows; ability to develop fluency quickly
•Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot); comfortable troubleshooting accounting/data issues

Experience:5+ yearsSaaSFinanceARAccountingERPCRMInvoicingCollections

Skills:CommunicationRelationship-buildingProblem-solvingData-drivenCross-functional collaboration

Languages:English

Tech Stack:SQLBIERPSalesforceHubSpotQuickBooksNetSuite

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

Loading job details...

Preparing the role view and application actions.

Tabs

3 months ago

Customer Success Manager

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•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; create playbooks and best-practice guides
•Proactively identify and resolve product, process, and data issues; coordinate with Support and Engineering to manage escalations
•Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams

Pay and Benefits

Salary: USD 120,000 - 165,000 annually

Equity and Bonus:Equity

Perks:Paid LeaveHealth Insurance401kParking BenefitsParental Leave

Key Requirements

•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 is a plus
•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/operations stakeholders
•Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows; ability to develop fluency quickly
•Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, HubSpot); comfortable troubleshooting accounting/data issues

Experience:5+ yearsSaaSFinanceARAccountingERPCRMInvoicingCollections

Skills:CommunicationRelationship-buildingProblem-solvingData-drivenCross-functional collaboration

Languages:English

Tech Stack:SQLBIERPSalesforceHubSpotQuickBooksNetSuite

Company Brief

Tabs

Industry: SaaS

Website