Senior Solutions Consultant

Tabs

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 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.
  • 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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