Tabs
Deployment Strategist
New York City, NY · Full-time
Sponsorship not specifiedDetected 104 days ago
Product ManagementProduct StrategyProject ManagementAccountingExcelERPOnboardingCustomer SuccessAR/VRNetSuite
About the role
- You'll communicate complex accounting concepts and Tabs' platform functionality to controllers, AR leaders, and finance teams, ensuring customers understand and adopt the platform effectively.
- This role is crucial for customer success, as implementation lays the foundation for long-term adoption of Tabs.
Responsibilities
- Lead implementations from start to finish: Learn each customer's tech stack, map current business processes to Tabs' product offering, and guide them through integrations with ERPs, CRMs, Tax, Payments, and other systems.
- Support testing, piloting, and go-live on Tabs for critical finance and billing workflows.
- Partner with the software team: Identify product gaps, escalate issues, and collaborate with Implementation and Engineering teams to find scalable solutions.
- Manage stakeholders: Build productive customer relationships, engage with CFOs, controllers, finance leaders, and system administrators, and ensure all stakeholders are aligned on progress, blockers, and next steps.
- You communicate clearly across audiences-whether CFOs, controllers, or engineers-balancing customer expectations and building trust.
- A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion.
- Strong technical acumen, able to assess both a customer's technical stack and Tabs' product to design advanced workflows.
Requirements
- With deep expertise in accounting principles and technical systems, you're comfortable getting hands-on with both finance concepts and integrations, and excel at designing and executing implementation plans.
Nice to have
- Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams.
- Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have).
- Background with finance and accounting software
- Big Four or CPA certification a plus.
- Lunch provided via Sharebite, plus dinner for any later in office days.
Compensation
- Competitive compensation and equity
Benefits
- Competitive compensation and equity
- Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
- Parental leave up to 12 weeks
- Tax free commuter and parking benefits
- Free One Medical Membership
Company info
- 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 https://lsvp.com, General Catalyst https://www.generalcatalyst.com, and Primary https://www.primary.vc.
- The team is headquartered in New York and brings deep expertise in finance and AI.
- Be a Subject Matter Expert in accounting systems: Partner with customers and internal teams to navigate complex accounting requirements and ensure seamless ERP and finance integrations.
- Drive project management: Manage requirements, set clear timelines, and hold customers accountable to implementation milestones. For complex multi-month projects, develop and maintain detailed implementation roadmaps.
- 4-6+ years in implementation or customer onboarding at early-stage startups, with demonstrated ability to work with imperfect solutions and collaborate closely with customers.
Equal opportunity
- Tabs is an equal opportunity employer.
This listing is sourced directly from Tabs's careers page and normalized into a canonical job model.