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Customer Success Manager (Accounting Solutions)

Tabs · New York, United States

External listingfull-time5 days ago

About The Role

Join Tabs, an AI-native revenue platform, as a Customer Success Manager specializing in accounting solutions. In this role, you will leverage your deep accounting and revenue expertise to enhance the customer experience, manage key client relationships, and drive customer success outcomes. You will work closely with finance leaders, serve as a liaison to product and cross-functional teams, and use data and analytics to monitor account health and identify opportunities for expansion.

  • Gérer les relations clés avec les clients, résoudre proactivement les problèmes de support et d'intégration, et garantir l'adoption de la plateforme Tabs.
  • Travailler en étroite collaboration avec les CFO, les contrôleurs et les équipes AR pour traduire des concepts comptables complexes en plans de succès adaptés.
  • Servir de liaison critique avec les équipes Produit et interfonctionnelles, en transmettant les nuances comptables du monde réel et en aidant à façonner les améliorations du produit.
  • 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
  • 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
  • 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
  • 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
  • Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion

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