# Customer Success Manager

**Company:** [Tabs](https://hotfix.jobs/companies/tabs)
**Location:** New York, NY
**Role:** Customer Success
**Salary:** $120k – $165k/yr
**Experience:** 5+ years
**Skills:** SQL, BI Tools, Quickbooks, NetSuite, Salesforce, HubSpot, Erp Integrations, Dashboards, Accounts Receivable, B2B Invoicing
**Posted:** 2026-04-24

> Owns key client relationships for a B2B SaaS revenue platform, drives adoption and ROI for finance/AR teams, resolves issues, and identifies expansion via data analytics. Requires 5+ years CS experience, financial systems knowledge, and SQL proficiency.

## Job Description

## What You’ll Do
- 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; 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.

## Who You Are
- 5+ years of experience in customer success, account management, or a closely related customer-facing role at a B2B SaaS company; experience supporting finance, AR, or operations personas is a strong plus but not necessary.
- Track record of owning a book of customers and driving measurable outcomes across adoption, retention, and expansion (NRR, GRR, logo retention).
- Comfortable leading executive business reviews, success planning, and renewal/expansion conversations with finance and operations stakeholders.
- Working knowledge of accounts receivable, B2B invoicing, collections, and AR workflows—or a strong appetite to develop deep fluency quickly.
- 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.

## Similar roles

- [Customer Success Manager](https://hotfix.jobs/jobs/3b1d5555-255b-490b-b79b-cb652fe8a2bc) - Findigs - New York, NY - $120k – $150k/yr
- [Customer Success Manager, EDU](https://hotfix.jobs/jobs/47bb0042-50b8-485f-85ae-7dadfec93eb4) - CodeSignal - Remote - $120k – $160k/yr
- [Customer Success Manager](https://hotfix.jobs/jobs/aa050de4-e0d3-4ee0-a896-dd306be5b0ab) - Roger Healthcare - San Francisco, CA - $120k – $170k/yr
- [Strategic Customer Success Manager](https://hotfix.jobs/jobs/2cfcc074-8f21-44fe-8beb-91ad643aa417) - Clarium - Remote - $120k – $150k/yr
- [Customer Success Manager, Commercial](https://hotfix.jobs/jobs/46681c44-5d90-401e-b0ac-d1056816c89f) - Skydio - Remote - $120k – $160k/yr

**Apply:** https://hotfix.jobs/jobs/d878dfaa-3382-4154-a10a-c27795ccf733
**Canonical:** https://hotfix.jobs/jobs/d878dfaa-3382-4154-a10a-c27795ccf733