layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

Customer Success Manager at Tabs | LAYIQ

Bring high EQ and sharp communication skills to every interaction
— reading stakeholder needs, adapting your approach, and building genuine trust with finance and AR teams.
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, communicated clearly and persuasively to finance leadership.
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, staying calm and empathetic under pressure.
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.
Excellent communicator with strong cross-functional collaboration skills and an empathetic, customer-first mindset.
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.
Organized, prioritizes effectively, and able to independently solve complex problems.
Growth mindset, fast learner, and comfortable working in a high-growth startup environment.
Additional Information
This role is based in New York City 5 days a week in our Soho office.

Customer Success Manager

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