# Customer Success Manager, Accounting Solutions

**Company:** [Tabs](https://hotfix.jobs/companies/tabs)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $120k – $165k/yr
**Experience:** 5+ years
**Skills:** NetSuite, Quickbooks, Sage, Salesforce, HubSpot, SQL, BI Tools, ASC 606, Erp Integrations, Crm Integrations
**Posted:** 2026-04-24

> 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.

## Job Description

## 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

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