Senior Sales Engineer

Tabs

$120K — $150K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7 years of experience in customer-facing technical roles like Sales Engineer or Solutions Consultant at B2B SaaS or fintech firms
  • Proven ability to manage technical aspects of complex deals from discovery through close
  • Hands-on experience with ERP, CRM, or billing platform integrations in a pre-sales context
  • Strong demo and presentation skills for both technical and executive audiences
  • Experience at an early-stage company or with process-building is a significant plus

Responsibilities

  • Partner with finance and accounting leaders to showcase Tabs platform capabilities and solve business problems
  • Manage pre-sales projects, ensuring proposed solutions are feasible and align with product capabilities
  • Support Go-to-Market teams in translating solutions into workflow maps and implementation proposals
  • Guide integration of Tabs within clients' tech stacks, often involving complex systems like ERP and CRM
  • Build and maintain relationships with key decision-makers for consultative problem-solving

Benefits

  • Unlimited PTO
  • Up to 100% employer-covered monthly healthcare premiums (medical, dental, vision)
  • Lunch provided via Sharebite, plus dinner for late office days
  • Parental leave of up to 12 weeks
  • Tax-free commuter and parking benefits
  • Voluntary insurances available (Life, Hospital, Critical Illness, Accident)
  • Employee Assistance Program
  • Free One Medical Membership
  • 401k plan
Full Job Description
About the Role

Tabs is hiring a Senior Sales Engineer 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.


Experience
  • 4 - 7 years in a customer-facing technical role such as Sales Engineer, Solutions Consultant, Solutions Architect, or Pre-Sales at a B2B SaaS or fintech company
  • Track record of owning the technical side of complex, multi-stakeholder deals from discovery through close
  • Hands-on experience with ERP, CRM, or billing platform integrations in a pre-sales context
  • Strong demo and presentation skills across both technical and executive audiences
  • Familiarity with finance or accounting workflows is a plus, not a requirement, but you should be able to get up to speed fast and earn credibility with Controllers and CFOs
  • Experience at an early-stage company or in a role where you were building process alongside executing is a strong plus


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.
  • 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

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