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.
