Customer Success Manager, Tabs

• 5+ years of experience in Customer Success, ideally at a growing SaaS/Fintech business
• A proactive self-starter who thrives in ambiguous environments and is skilled at building functions from the ground up
• An excellent communicator with the ability to effectively manage customer expectations and build strong relationships both internally and externally
• A critical thinker with an ability to identify trends in customer interactions and operationalize insights to improve the customer journey
• Results-oriented, with a track record of using analytical approaches to impact customer satisfaction positively
• Eager to learn, adapt, and scale within a fast-paced, evolving startup atmosphere

• We are looking to bring on an experienced Customer Success Manager to help lead our customer success initiatives
• You will be directly involved in the build out of the function
• Deploy customer success strategies to ensure an outstanding customer experience with Tabs, driving customer satisfaction and retention
• Actively engage with clients to anticipate their needs and provide solutions that enhance their experience, while also being responsive to support tickets and inquiries via Slack to address immediate issues
• Implement and refine customer success processes and frameworks to scale our services effectively
• Monitor customer health metrics and conduct regular check-ins to ensure clients are achieving their desired outcomes
• Collaborate with the product team to relay customer feedback and help drive product improvements and innovations based on recurring themes and customer insights
• Create educational content and resources to aid customers in better understanding and utilizing Tabs’ offerings
• Manage a portfolio of key accounts, ensuring that they receive the highest level of service and satisfaction
• Set the strategy and monitor success:
• Help define clear objectives and key results for the customer success function, adjusting strategies in response to evolving business needs and customer feedback
• Develop and maintain a deep understanding of Tabs’ products and services, becoming a trusted advisor to our customers
• Track and analyze customer engagement and success metrics, using data to drive better support and service strategies
• Work cross-functionally with Sales, Product, Marketing, and Support teams to ensure alignment across all customer interactions and initiatives
• Identify opportunities for customer success to influence product development, marketing strategies, and sales approaches

Total funding: $37m

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.