Solutions Consultant

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates 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 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

• 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

• 4+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment

• 2+ year 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 the first full-time dedicated Solutions Consultant. 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.

While we are open to candidates from a wide variety of backgrounds, we expect this role to be an especially good fit for candidates with 3+ years of experience, and ideally having worked in early-stage startups. We are an in-person NYC based team with offices in midtown Manhattan (4 days a week in office).

• Competitive compensation and equity

• Up to 100% employer covered monthly healthcare premium (medical, dental, vision)

• Daily meal stipend for in office days

• Tax free commuter and parking benefits

• Parental leave up to 12 weeks

• Voluntary insurances (Life, Hospital, Critical Illness, Accident)

• Employee Assistance Program (Rightway)

• Unlimited PTO

• 401k