Customer Success Manager, Tabs
$110-150k
+ Equity
4-5 days a week in office (Manhattan, NY)
AI-powered accounts receivable software
Open for applications
AI-powered accounts receivable software
21-100 employees
Open for applications
$110-150k
+ Equity
4-5 days a week in office (Manhattan, NY)
21-100 employees
Company mission
To save our partners time and collect faster.
Role
Who you are
- 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
What the job involves
- 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
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. A 2024 influx of funding sets Tabs 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 HQ
Flatiron District, New York, NY
Leadership
Ali Hussain
(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
(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
(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.
Salary benchmarks
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