Tabs is hiring a 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.
Responsibilities
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
Maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving
Requirements
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.
4+ years of overall experience, ideally with Big 4, management consulting or direct accounting experience at a tech start up
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
Bonus points for experience in order to cash processes and / or commercial proposals
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.
Health insuranceDental insuranceVision insurance401(k)Paid time offEquity / stock optionsPerformance bonusParental leave
Additional Information
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.
Tabs · New York City, NY