Solutions Consultant

Tabs

• $110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years experience in tech and corporate environments
  • 2+ years in Solutions Consulting or similar roles in SaaS or Fintech
  • Familiarity with ERP and CRM integrations
  • Experience with financial systems, preferred CPA background
  • Strong consultative engagement with finance leaders

Responsibilities

  • Partner with finance leaders to showcase the Tabs platform
  • Manage pre-sales projects and develop proof-of-concept solutions
  • Support the Go-to-Market team with consultative strategies
  • Guide clients on integrating Tabs into their tech stack
  • Maintain relationships with key decision-makers for problem-solving

Benefits

  • Competitive compensation and equity
  • Unlimited PTO
  • Employer-covered healthcare premiums
  • Lunch and dinner provided on office days
  • Parental leave up to 12 weeks
  • Tax-free commuter and parking benefits
  • 401k plan
Full Job Description
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. You'll be joining a Solutions Consulting team that's already hitting its stride, one that's doubled in size this year, with real room to grow as we continue to scale.

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 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.
  • 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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