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Partner with finance leaders to demonstrate platform capabilities and design end-to-end workflows to solve business problems. Manage pre-sales projects and proof-of-concepts while guiding clients on integrating Tabs into their existing tech stacks.
Requirements
Requires 5+ years of overall experience, including 3+ years in Solutions Consulting or similar roles within SaaS or Fintech. Must be familiar with ERP/CRM integrations and possess strong communication skills for interacting with CFOs and Controllers.
Full job description
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.
Tabs is hiring a Senior Solutions Consultant based in New York to play an integral role in our pre-sales process helping craft solutions and be a thought partner to both our Go-to-Market organization and our clients. This is a perfect role for someone who is looking to join an exceptional team at the earliest stages and have a massive hand in our growth acceleration.
What You’ll Do
Partner closely with finance and accounting leaders to demonstrate the capabilities of the Tabs platform, focusing on solving business problems and articulating end-to-end workflows
Manage pre-sales projects, ensuring the feasibility of proposed solutions and conducting proof-of-concept development in close collaboration with the Implementation team at Tabs to ensure tight alignment with product capabilities
Support the Go-to-Market team by offering a consultative and solutions-oriented approach in meetings with prospects, and translating those solutions into workflow maps, implementation proposals and other materials and assets
Provide guidance on integrating Tabs into clients' broader tech stack, which often involves navigating complex systems like ERP, CRM, and BI tools
Build and maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving
Who You Are
Customer EQ – Genuinely interested in learning about prospects, their businesses, and their challenges. Ability to connect with users/buyers and take a consultative approach to solving customers’ needs.
Curious & Intelligent – Ability to turn curiosity into knowledge; to synthesize and distill lots of disparate information; to master a new and complex subject or product.
Autonomy – Can successfully operate autonomously, and is experienced with capturing and communicating representative metrics and results.
Commercial Savvy – Strong understanding of commercial dynamics and stakeholder management.
Exceptional Communicator – Excellent presentation skills, evidenced by an ability to explain technical solutions to non-technical audiences both verbally and visually.
Requirements
5+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment
3+ years in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
Familiarity with how systems like ERPs or CRMs integrate in a complex technology stack and be able to drive technical consultative partnership with CFOs and Controllers
Bonus points for experience in accounting, either as a CPA or prior experience working directly with accountants/controllers
Why Join Us
Impact – Drive incredible impact as an early member of the Solutions Consulting Team. Play an integral role with our Go-to-Market team in our commercial success, and help craft the playbook for a critical function as we scale at Tabs.
Opportunity for growth – This role will require tremendous cross-functional collaboration between Go-to-Market, Implementation, Product and Engineering and there is a clear path to leading the Solutions Consulting organization as it scales.
High-performing, high-caliber team – We have a high talent bar and a thriving, collaborative in-person culture. We love dissecting problems and whiteboarding out creative solutions.
Additional Information
This role is based in New York City 5 days a week at our Soho office.
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 in office days.
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.
Industry
Software Development
Company size
51-200 employees
Headquarters
New York , New York
LinkedIn followers
13,587
Total funding
$92M
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 10016, US
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