New York, New York, United States · On-site
$100k–$136k/yr
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to h…
Skills: Solutions Architecture, API Design, Systems Thinking, Integration Design, Technical Project Management
New York, New York, United States · On-site
$150k–$190k/yr
Confido is the AI infrastructure powering modern CPG — the platform that 200+ brands like OLIPOP, Simple Mills, Dr. Squatch, and Tropicana use to run everything from deductions to production planning. Finance, accounting…
Skills: Financial Modeling, Strategic Finance, FP&A, Excel, Fundraising
New York, New York, United States · On-site
$85k–$145k/yr
Job Description What is the opportunity? The GRM Market Risk group provides independent and effective monitoring, control, and communications on the nature and extent of all material market risk and ensures the implement…
Skills: Economic Analysis, Financial Risk Management, Investment Management Systems, Investment Risk Management, Quantitative Methods
New York, New York, United States · Hybrid
$90k–$117k/yr
Your Team Responsibilities The Americas Wealth Indexed Investing Coverage team is responsible for driving adoption and deepening engagement of MSCI indexes across wealth management home offices, model portfolio providers…
Skills: Sales, Relationship management, Wealth management, Asset allocation, ETFs
New York, New York, United States · On-site
$206k–$251k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Partner Relationship Management, Strategic Planning, Credit Card Operations, Executive Presence, Regulatory Compliance
Melville, New York, United States · On-site
$22/hr–$27/hr
Position Summary The Underwriting Technical Assistant is responsible for efficiently processing policy-related transactions, ensuring accuracy and compliance with company policies and regulatory requirements. The role re…
Skills: Policy Administration, Underwriting Support, Data Entry, Commercial Insurance, Risk Assessment
New York, New York, United States · On-site
PRIVATE BANKING OFFICER II WHAT IS THE OPPORTUNITY? Provides day-to-day servicing for Private Banking clients, relieving Client Managers and/or Private Bankers from performing account specific operational responsibility.…
Skills: Client Servicing, Banking Operations, Risk Management, Compliance, KYC
New York, New York, United States · On-site
$95k–$150k/yr
Description Summary The Origination Analyst will support all activities related to originating, negotiating, and closing renewable energy deals (Site leases and PPAs) primarily with commercial real estate owners. This po…
Skills: Business Development, Cold Outreach, Contract Negotiation, Market Analysis, RFP Drafting
New York, New York, United States · On-site
PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services ad…
Skills: Relationship Management, Asset Management, Credit Analysis, Estate Planning, Financial Planning
New York, New York, United States · On-site
Essential Responsibilities Review financial and insurance information to determine admission eligibility. Verify primary and secondary insurance coverage, including Medicare, Medicaid, Managed Care, and commercial insura…
Skills: Insurance Verification, Financial Counseling, Medicaid Applications, Medicare Knowledge, Managed Care
New York, New York, United States · Hybrid
$240k–$264k/yr
Who We Are At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We…
Skills: P&L Management, Commercial Strategy, Financial Acumen, Cross-functional Leadership, Unit Economics
City of Yonkers, New York, United States · On-site
Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exception…
Skills: Sales Execution, Lead Management, Cross Selling, Customer Service, Financial Needs Assessment
New York, New York, United States · On-site
$65k–$75k/yr
As a Health & Benefits Analyst you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. This is a foundational role tha…
Skills: Client Relationship Management, Benefit Program Design, Vendor Procurement, Benefit Enrollment Support, Data Analysis
New York, New York, United States · Hybrid
$279k–$373k/yr
From Fivetran’s founding until now, our mission has remained the same: to make access to data as simple and reliable as electricity. With Fivetran, customer data arrives in their warehouses, canonical and ready to query,…
Skills: Investor Relations, Investment Banking, Corporate Finance, Strategic Communications, Financial Modeling
New York, New York, United States · On-site
Company Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends—we set them and drive change. As a ma…
Skills: Prospecting, Lead Generation, Solution Selling, Deal Management, Contract Negotiation
New York, New York, United States · On-site
Company Description Strategy (Nasdaq: MSTR) is at the forefront of transforming organizations into intelligent enterprises through data-driven innovation. We don't just follow trends—we set them and drive change. As a ma…
Skills: Prospecting, Lead Generation, Solution Selling, Deal Management, Contract Negotiation
New York, New York, United States · On-site
$85k–$95k/yr
Position Overview We are seeking an Associate level candidate to join our Global Markets Advisory team. This is an excellent position for someone with 1 to 3 years of experience who would like to grow their experience an…
Skills: Institutional Advisory Sales, Political Risk Assessment, Strategic Account Planning, Client Relationship Management, Financial Market Analysis
New York, New York, United States · Hybrid
$100k–$125k/yr
As a Health and Benefits Manager, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially co…
Skills: Benefit Plan Design, Project Management, Client Relationship Management, Health and Welfare Plan Management, Analytical Skills
New York, New York, United States · Hybrid
Introduction At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, …
Skills: Relationship Management, Strategic Consulting, Client Retention, Financial Reporting, Plan Design Modeling
New York, New York, United States · On-site
$104k–$200k/yr
We’re seeking a future team member for the role of Senior Vice President, Model Risk Governance to join our Risk and Compliance organization. This role is located in New York City. In this role, you’ll make an impact in …
Skills: Governance, Risk Management, Compliance Testing, Stakeholder Management, Strategic Leadership
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Design custom workflows, integrations, and platform extensions for complex high-value customers. Partner with Product and Engineering teams to translate customer needs into reusable platform capabilities and influence the product roadmap.
Requires professional experience in solutions architecture or forward-deployed engineering with a strong fluency in APIs and system integrations. Must be comfortable operating in a fast-paced startup environment and communicating technical tradeoffs to both executives and engineers.
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate 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.
About the role:
Tabs is hiring a Solution Architect to design custom workflows, integrations, and platform extensions for our most complex, highest-value customers. When a use case doesn't fit the product, you're the person who figures out what's possible, what needs to be built, and how it all connects, then designs a solution Product Delivery, Implementation, and Engineering can actually deliver. The patterns you define and the tradeoffs you make shape customer outcomes and the product's long-term direction. You'll partner with Product and Engineering to surface gaps, influence the roadmap, and turn today's bespoke work into tomorrow's reusable capability.
What You'll Do:
Design solutions for complex customer builds: Own the technical design for challenging Product Delivery projects — mapping customer requirements to data models, API workflows, and integration patterns across ERPs, CRMs, payment processors, tax engines, and other systems in the customer stack.
Be a key voice in scoping conversations: Partner with sales, implementation, and customer success during pre-sales and kickoff to pressure-test feasibility, size complexity honestly, and prevent scope surprises later. Say no when the answer should be no, and propose an alternative when it shouldn't.
Define and evolve integration patterns: Turn one-off solutions into reusable playbooks. Identify what should stay bespoke, what should be templated for the PD team, and what should be productized by Engineering.
Partner with Product and Engineering: Bring sharp signal from the field back into the roadmap. Escalate gaps, advocate for platform investments, and collaborate on the design of new API and platform capabilities that unlock harder customer use cases.
Guide execution across projects: Work alongside FDEs and Product Delivery teammates as they build. Review approaches, unblock design decisions, and step in on the hardest problems without taking over ownership.
Investigate the messy middle: Get hands-on in customer environments and third-party systems to diagnose issues, validate assumptions, and de-risk designs before commitments are made.
Document what works: Capture patterns, anti-patterns, and lessons learned so the team compounds knowledge over time.
You've designed and delivered custom customer solutions before, and you've seen enough integrations, edge cases, and failure modes to have real instincts. You can look at a customer's stack and a set of requirements and quickly form a point of view on the right approach, the risks, and the tradeoffs.
You're a strong systems thinker. You reason naturally about data flows, dependencies, and where things break. You care about elegance but you're pragmatic — you know when to build the right thing and when to ship the good-enough thing so the customer can go live.
You communicate clearly across audiences. You can walk a CFO or controller through why a workflow needs to change, explain a design tradeoff to an engineer, and align a sales team on what's actually achievable in the timeline. You bring calm and clarity to ambiguous, high-stakes conversations.
You're proactive, resourceful, and comfortable with ambiguity. You build the plan, socialize it, and drive it forward — without waiting for someone else to define the process.
Experience in solutions architecture, forward-deployed engineering, implementation engineering, technical project management, or a similar role where you owned the design of customer-facing solutions.
Experience designing integrations across multiple systems (ERPs, CRMs, billing, payments, tax, or similar), ideally in fintech, SaaS, or B2B environments.
Strong systems and API fluency — you can read documentation, reason about data models and edge cases, and design workflows that hold up under real customer usage. You don't need to be a full-time engineer, but you should be comfortable getting hands-on where it matters.
Track record of surfacing customer and field signal to influence product and engineering priorities.
Strong cross-functional communicator with experience partnering across GTM, Product, Engineering, and customer stakeholders.
Comfort operating in a startup environment with imperfect requirements, evolving priorities, and high customer expectations.
Familiarity with SQL and light scripting (Python or similar) for investigation, prototyping, and validating designs.
Background in finance, accounting, or revenue operations — or experience implementing platforms that touch those workflows (billing, revenue recognition, AR, close).
Experience integrating with ERPs like NetSuite, Sage Intacct, or QuickBooks, or CRMs like Salesforce or HubSpot.
Exposure to ASC 606 or other revenue recognition frameworks.
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 in 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
Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.
AI Agents and automation for modern finance teams.
Tabs is an AI-native revenue platform for modern finance and accounting teams. We help businesses automate invoice-to-cash workflows like billing, receivables, payments, rev rec, and reporting.
Offices: 233 Spring St, New York , New York 10013, US
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