Customer Success Manager, Accounting Solutions
Owns key client relationships for AI-native revenue platform, resolves support issues, drives adoption and ROI for finance teams. Requires 5+ years in accounting/revenue or customer success, expertise in ERPs/CRMs, ASC 606, and consultative communication.
About the job
What You’ll Do
- Be a subject matter expert in accounting and revenue workflows: partner with customers’ finance leaders to navigate complex AR, billing, and revenue recognition requirements, and map them cleanly to Tabs.
- Manage a portfolio of 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; build playbooks and best-practice guides grounded in real accounting workflows (ASC 606, collections, reconciliations, close).
- Proactively identify and resolve product, process, and data issues; coordinate with Support, Implementation, and Engineering on escalations that touch ERPs, CRMs, payments, and tax systems.
- Gather, synthesize, and communicate customer feedback and feature requests to Product and cross-functional teams, with specific context on why an accounting nuance matters.
- Use data and analytics (BI tools, SQL, dashboards) to monitor account health, identify risks and expansion opportunities, and measure impact.
- Build trusted relationships with CFOs, controllers, AR leaders, and systems administrators to drive long-term retention and expansion.
Who You Are
- 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.
- 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.
- 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.
- Project manager mindset: diagnose needs, build tailored success plans, manage milestones, and drive multi-stakeholder workstreams to completion.
- 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.
Perks and Benefits (Full-time Employees)
- Competitive compensation and equity
- Unlimited PTO
- Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
- Lunch provided via Sharebite, plus dinner for any later office days.
- Parental leave up to 12 weeks
- Tax free commuter and parking benefits
- Voluntary insurances (Life, Hospital, Critical Illness, Accident)
- Employee Assistance Program (Rightway)
- Free One Medical Membership
- 401k
Skills
NetSuite, Quickbooks, Sage, Salesforce, HubSpot, SQL, BI Tools, ASC 606, Erp Integrations, Crm Integrations
Similar jobs
Customer Success jobs
Kodex
United States
Own onboarding, adoption, retention, renewals, and expansion for strategic SaaS customers while building scalable Customer Success processes. The role requires at least five years of customer-facing experience, SaaS or account management expertise, strong executive communication, and technical fluency.
Skydio
United States
Own implementation, adoption, retention, and expansion for mid-market public safety customers using Skydio’s autonomous drone solutions. The role requires enterprise technology delivery experience, strong customer engagement and project management skills, remote customer success experience, and travel.
Sourcegraph
United States
Manages enterprise and commercial customer accounts for a technical SaaS product, driving adoption, renewal health, and expansion. The role requires customer-facing experience, technical SaaS familiarity, strong presentation skills, and analytical, autonomous execution.
Harvey
New York, NY
Own retention, renewals, and expansion across a high-volume Enterprise SaaS customer portfolio. The role combines consultative engagement, data-driven health monitoring, QBRs, and cross-functional collaboration to drive adoption and revenue growth.
CodeRabbit
San Francisco, CAOwn the customer journey for enterprise accounts using an AI-powered code review platform, driving adoption, renewals, and expansion. The role requires 5+ years in customer success or account management, technical fluency, executive communication, and familiarity with software development tools.