Deployment Strategist

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.

High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.

Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners https://lsvp.com, General Catalyst https://www.generalcatalyst.com, and Primary https://www.primary.vc. The team is headquartered in New York and brings deep expertise in finance and AI.

About the Role

Tabs is hiring an experienced Deployment Strategist to support signed customers with implementation and onboarding until full go-live. You’ll be a crucial member of the Implementation Team at Tabs and directly involved in building out the department.

In this role, you’ll serve as a subject-matter expert in accounting systems to deliver seamless implementations. You’ll communicate complex accounting concepts and Tabs’ platform functionality to controllers, AR leaders, and finance teams, ensuring customers understand and adopt the platform effectively. Beyond guiding customers, you’ll coach the internal team on accounting best practices, provide change management recommendations, and collaborate across Product, Engineering, and Operations to drive successful outcomes.

This role is crucial for customer success, as implementation lays the foundation for long-term adoption of Tabs. You’ll work cross-functionally with GTM, Customer Success, and Operations, and partner closely with Product and Engineering to help shape the product roadmap based on customer needs.

What You’ll Do

• Be a Subject Matter Expert in accounting systems: Partner with customers and internal teams to navigate complex accounting requirements and ensure seamless ERP and finance integrations.

• Lead implementations from start to finish: Learn each customer’s tech stack, map current business processes to Tabs’ product offering, and guide them through integrations with ERPs, CRMs, Tax, Payments, and other systems. Support testing, piloting, and go-live on Tabs for critical finance and billing workflows.

• Coach and guide internal teams: Share accounting best practices with colleagues to ensure implementations reflect both technical precision and financial rigor.

• Partner with the software team: Identify product gaps, escalate issues, and collaborate with Implementation and Engineering teams to find scalable solutions.

• Drive project management: Manage requirements, set clear timelines, and hold customers accountable to implementation milestones. For complex multi-month projects, develop and maintain detailed implementation roadmaps.

• Manage stakeholders: Build productive customer relationships, engage with CFOs, controllers, finance leaders, and system administrators, and ensure all stakeholders are aligned on progress, blockers, and next steps.

Who You Are

You are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch. With deep expertise in accounting principles and technical systems, you’re comfortable getting hands-on with both finance concepts and integrations, and excel at designing and executing implementation plans.

You communicate clearly across audiences—whether CFOs, controllers, or engineers—balancing customer expectations and building trust. A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion. Collaborative and accountable, you engage with professionalism and empathy to ensure collective success.

Experience

• 4–6+ years in implementation or customer onboarding at early-stage startups, with demonstrated ability to work with imperfect solutions and collaborate closely with customers.

• Strong technical acumen, able to assess both a customer’s technical stack and Tabs’ product to design advanced workflows.

• Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams.

• Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have).

• Background with finance and accounting software; Big Four or CPA certification a plus.

ADDITIONAL INFORMATION

This role is based in New York City with 5 days a week in-office 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 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

Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.