Director of Customer Success

About the Company
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.

High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.

• 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.
  

• 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.

• 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.
  

• Competitive compensation and equity

• 100% coverage for healthcare (Medical, Dental and Vision)

• 401(k) plan

• Daily meal and coffee stipend for in-office days

• Tax free contribution to commuter benefits

Even if you don’t meet 100% of the qualifications, we recommend applying to the role!

We are an in-person NYC-based team (5 days/week) with an office in Midtown Manhattan off 34th and Park Avenue.