5+ years of overall experience in tech and corporate settings.
3+ years in Solutions Consulting or similar roles within SaaS or Fintech.
Familiarity with ERP and CRM system integrations in complex tech environments.
Experience in accounting as a CPA or with accountants/controllers is a plus.
Strong customer empathy and consultative problem-solving skills.
Responsibilities
Partner with finance and accounting leaders to showcase Tabs platform capabilities.
Manage pre-sales projects and collaborate on proofs of concept.
Support the Go-to-Market team with consultative approaches in client meetings.
Guide clients on integrating Tabs with their existing tech stack.
Build relationships with key decision-makers to solve technical and business challenges.
Benefits
Competitive compensation and equity options.
Unlimited PTO for work-life balance.
Up to 100% employer coverage for healthcare premiums, including medical, dental, and vision.
Provided meals at the office, including lunch and dinner for late workdays.
Parental leave of up to 12 weeks for new parents.
Tax-free commuter and parking benefits for employees.
Voluntary insurance options for additional protection.
Access to employee assistance programs for personal support.
401k savings plan for future financial security.
Full Job Description
About the Role
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.
