The ad says“In this role, you’ll serve as a subject-matter expert in accounting systems to deliver seamless implementations”
The ad says“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”
The ad says“A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion”
Values
The ad says“Background with finance and accounting software; Big Four or CPA certification a plus”
The ad says“Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have)”
The ad says“Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have)”
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
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
Benefits
Unlimited PTO: You decide when and how long to take time off
Fully paid health insurance: Fully paid medical, dntal, and vision insurance
Complimentary meals: Free lunch and dinner in the office
Parental leave: Generous paid leave to new parents
Commuter benefits: Tax-free commuter benefits
Regular team events: We work hard and play hard
Preferred experience
You communicate clearly across audiences—whether CFOs, controllers, or engineers—balancing customer expectations and building trust
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 are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch
Collaborative and accountable, you engage with professionalism and empathy to ensure collective success
A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion
This role is based in New York City with 5 days a week in-office at our Soho office
Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have)
Strong technical acumen, able to assess both a customer’s technical stack and Tabs’ product to design advanced workflows
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
Additional Information
Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams
Background with finance and accounting software; Big Four or CPA certification a plus
