Customer Success Manager, Accounting Solutions
About The Position
As a Customer Success Manager, Accounting Solutions at Tabs, you’ll bring deep accounting and revenue expertise to elevate the customer experience for our AI-native revenue platform. You will own key client relationships, proactively resolve support and integration issues, and ensure customers adopt Tabs to optimize cash flow, reduce DSO, automate ASC 606, and streamline AR operations. Working closely with CFOs, controllers, and AR teams, you’ll translate complex accounting concepts into tailored success plans and data-driven insights that drive retention and expansion. You’ll also serve as a critical liaison to Product and cross-functional teams—conveying real-world accounting nuances and helping shape product improvements.
Requirements
- 5+ years as a controller, AR lead, revenue accountant, auditor, or Big Four / fintech / SaaS consultant — with deep fluency in B2B invoicing, collections, reconciliations, ASC 606, and the monthly close or 5+ years in customer success, solutions consulting, or implementation at a B2B SaaS / fintech company.
- Bilingual in accounting and technology: at home with ERPs (NetSuite, QuickBooks, Sage), CRMs (Salesforce, HubSpot), and billing/payments systems, and how they integrate in a complex tech stack; able to troubleshoot accounting/data issues end-to-end.
- Consultative communicator with high customer EQ: genuinely curious about customers and their businesses; able to translate complex accounting and technical concepts for controllers, CFOs, and engineers alike, and drive consultative conversations with finance leaders.
- Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion.
- Commercially savvy and accountable: strong grasp of stakeholder management and commercial dynamics; thrive in fast-paced, ambiguous environments and partner closely with Product, Implementation, and Engineering.
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.
- Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams, with specific context on why an accounting nuance matters.
- Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.
- Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion.
Benefits
- Competitive compensation and equity
- Unlimited PTO
- Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
- Lunch provided via Sharebite, plus dinner for any later office days.
- Parental leave up to 12 weeks
- Tax free commuter and parking benefits
- Voluntary insurances (Life, Hospital, Critical Illness, Accident)
- Employee Assistance Program (Rightway)
- Free One Medical Membership
- 401k
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
