Director of Customer Success, Tabs
$184-212k
+ Offers Equity
5+ days a week in office (Midtown Manhattan, NY)
AI-native revenue platform for modern finance and accounting teams
Be an early applicant
AI-native revenue platform for modern finance and accounting teams
21-100 employees
Be an early applicant
$184-212k
+ Offers Equity
5+ days a week in office (Midtown Manhattan, NY)
21-100 employees
Company mission
To power the future of B2B revenue with AI, helping finance teams save time, streamline operations, and collect faster to drive business growth.
Role
Who you are
- 8+ years in Customer Success or Account Management roles
- 2+ years managing CS teams
- 4+ years in a fast growing, mission critical B2B SaaS environment
- Experience working with accounting, fintech, or revenue operations tools
- Strong knowledge of concepts like AR aging, cash applications, payment processing, and revenue recognition
- Proven success driving adoption and renewals with mid-market and SMB customers
- Excellent communication skills and executive presence
- Ability to design and implement scalable processes in a fast-paced startup environment
- Data-driven approach to measuring success and identifying areas for improvement
- Strong project management and organizational skills, with the ability to juggle multiple priorities
- Passion for fast-paced, startup environments and a sharp eye for detail and process improvements
Desirable
- Hands-on experience supporting customers in the accounting, bookkeeping, or finance automation space
- Familiarity with accounting workflows and systems (QuickBooks, Xero, NetSuite, Bill.com)
- Past experience working in Audit, accounting tech advisory experience, or an inactive CPA
- Proven experience with ERP systems such as NetSuite, SAP, QuickBooks, Sage, or Oracle
- Understanding of key accounting terms and challenges such as monthly close, journal entries, bank reconciliations, and expense management
- Experience partnering with finance or accounting professionals as primary customer stakeholders
- Experience with SaaS revenue recognition and ASC 606 is a strong plus
What the job involves
- As our Director of Customer Success, you will lead our Customer Success team to deliver an exceptional experience for our growing portfolio of clients, many of whom are finance, operations, and accounting leaders.
- You’ll set the strategy, coach your team, and establish scalable processes that drive adoption, retention, and expansion
- Manage, mentor, and grow a high-performing team of Customer Success Managers supporting customers
- Establish clear performance expectations and career development plans
- Drive a culture of accountability, customer focus, and proactive problem-solving
- Step in as a player coach when necessary
- Define and optimize the customer journey from onboarding through renewal
- Build playbooks for implementation, QBRs, health monitoring, and risk mitigation
- Partner cross-functionally with Solutions, Implementation and Support to ensure a cohesive customer experience
- Develop deep understanding of the product and customers’ engagement with the solution to collaborate with the Engineering and Product teams on product road map
- Implement and refine CS tools, metrics, and reporting to track KPIs such as NDR, churn, product adoption, and customer health scores
- Develop scalable processes to improve efficiency while maintaining a personal touch
- Guide customers through best practices on billing workflows, accounts receivable automation, reconciliation processes, and revenue reporting
- Understand and communicate the value of Tabs’ platform to CFOs, Controllers, and finance teams
- Gather and synthesize customer feedback to inform product roadmaps and operational improvements
- Serve as an advocate for customer needs inside the organization
- Develop and support a world class Customer Advisory program
Our take
Despite the rise of automation within businesses, a massive amount of finance work is still done manually. Tabs believes that this workload needs to be moved to modern, automated software, so it provides a platform that does just that.
Tabs' AI-powered accounts receivable platform empowers B2B businesses to optimize their AR processes, saving them time, improving cash flow and reducing the rate of billing errors. The platform is able to do this because its AI is capable of reading and understanding commercial contracts, which until now required the eye of an experienced finance professional.
The company already boasts a number of clients such as Pelago, Findigs and Volta. And a 2024 influx of funding has set the company up for further development and growth, and cements it as one to watch.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Oct 2024
$25m
SERIES A
Apr 2024
$7m
SEED
Total funding: $37m
Company benefits
- Unlimited PTO: You decide when and how long to take time off
- Fully paid health insurance: Fully paid medical, dntal, and vision insurance
- Complimentary meals: Free lunch and dinner in the office
- Parental leave: Generous paid leave to new parents
- Commuter benefits: Tax-free commuter benefits
- Regular team events: We work hard and play hard
Leadership
Ali Hussain
(Co-Founder & CEO)Former COO at Latch. Was a Management Consultant for The Boston Consulting Group, worked in New Product Initiatives at Google, and was a Staffer at the US Congress.
Rebecca Schwartz
(Co-Founder & Head of GTM)Was an Operator in Residence at Primary Venture Partners. Interened in MBA Business Development at RapidSOS, and was a Senior Business Development Manager at GLG (Gerson Lehrman Group).
Deepak Bapat
(Co-Founder & CTO)Former Head of Engineering at Structure Financial. Spent 6 years at Latch, ultimately as Director of Software Engineering, and was also a Software Engineer at Yext.
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