Customer Success Manager, Tabs
$120-165k
+ Equity
5 days a week in office (Soho, 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
$120-165k
+ Equity
5 days a week in office (Soho, 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
- 5+ years of experience in customer success, account management, or a closely related customer-facing role — OR 5+ years of hands-on accounting/AR experience (B2B invoicing, collections, reconciliations) with a strong desire to move into a customer-facing SaaS role
- Deep knowledge of accounts receivable, B2B invoicing, collections, and AR workflows is a plus
- Hands-on experience with financial systems (QuickBooks, NetSuite, ERP integrations) and CRMs (Salesforce, Hubspot), and comfort troubleshooting accounting/data issues
- Data-driven: experience using SQL, BI tools, and metrics to shape account strategy and measure outcomes
- Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset
- Organized, prioritizes effectively, and able to independently solve complex problems
- Growth mindset, fast learner, and comfortable working in a high-growth startup environment
What the job involves
- As a Customer Success Manager at Tabs, you’ll use deep accounting and AR expertise to elevate the customer experience for our AI-powered accounts receivable platform
- You will own key client relationships, proactively resolve support and integration issues, and ensure customers adopt Tabs to optimize cash flow, reduce DSO, and streamline AR operations
- Working closely with finance and AR teams, you’ll deliver tailored success plans, regular check-ins, and data-driven insights that drive satisfaction, retention, and expansion
- You’ll also serve as a critical liaison to Product and cross-functional teams—conveying customer feedback and helping shape product improvements
- Manage a portfolio of mid-market 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
- Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact
- Build strong relationships with finance, AR, and operations stakeholders to drive long-term retention and expansion
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 4 rounds)
Sep 2025
$55m
SERIES B
Oct 2024
$25m
SERIES A
Total funding: $92m
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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