Implementation Team Lead

LoansIntel; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation and equity

Unlimited PTO

Employer-covered healthcare premium

Lunch provided

Parental leave up to 12 weeks

Tax-free commuter benefits

Voluntary insurances

Employee Assistance Program

401k

Job summary

A leading AI-native revenue platform is looking for an Implementation Team Lead to manage and mentor a team while overseeing complex customer onboarding. The ideal candidate has 5-7 years of software implementation experience, deep accounting knowledge, and excels in a collaborative environment. Responsibilities include refining processes and driving improvements to ensure client satisfaction. This position is based in New York City with in-office requirements.

Qualifications

• 5-7 years of experience in software implementation or professional services.
• Experience mentoring or managing a small team.
• Strong technical fluency with ASC 606 revenue recognition.

Responsibilities

• Manage and mentor a team of Implementation Managers.
• Lead end-to-end onboarding for complex customers.
• Partner with the Head of Implementation for process improvements.

Skills

Software implementation

Customer onboarding

Team management

Technical fluency

Accounting proficiency

Communication skills

Education

Background in accounting or finance software

Tools

NetSuite

QuickBooks

Job description

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, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.

About the Role

Tabs is hiring an Implementation Team Lead to play a hybrid player coach role as we scale our customer delivery function. This person will manage and mentor a small team of Implementation Managers while remaining hands on with key strategic implementations. You will help shape how Tabs delivers revenue automation solutions to finance and accounting teams, partnering closely with Product, Engineering, and Operations to build scalable processes that ensure successful go lives.

What You’ll Do

• Lead and Coach a Team: Manage a small group of Implementation Managers, providing guidance, feedback, and development support. Model best-in-class project delivery and customer communication.

• Own Strategic Implementations: Lead end to end onboarding for complex or high impact customers, mapping business processes, configuring Tabs, managing ERP integrations (NetSuite, QuickBooks), and ensuring smooth go live.

• Drive Process Improvement: Partner with the Head of Implementation to refine playbooks, standardize workflows, and improve internal tooling and data visibility.

• Act as a Customer SME: Communicate accounting and revenue recognition concepts clearly to customers, ensuring seamless alignment between Tabs’ platform and clients’ accounting requirements.

• Collaborate Cross Functionally: Work closely with Product, Engineering, and Operations to surface insights from implementations, identify product gaps, and help prioritize enhancements.

• Ensure Team Excellence: Track delivery metrics, identify blockers, and implement coaching or process changes to maintain quality, speed, and customer satisfaction.

• Build for Scale: Contribute to hiring, onboarding, and knowledge sharing practices that strengthen the Implementation function as Tabs grows.

Who You Are

You are a hands-on leader who thrives at the intersection of delivery and development, equally comfortable running complex implementations and coaching others to do the same. You bring deep accounting fluency and a structured, systems oriented approach to problem solving. You are motivated by building structure out of ambiguity, developing others, and ensuring customers experience exceptional delivery quality.

You communicate effectively across all audiences, whether you are walking a CFO through ASC606 workflows or collaborating with engineers to debug an integration. You are organized, detail oriented, and driven to continuously improve processes that make teams more effective.

Experience

• 5-7 years of experience in software implementation, customer onboarding, or professional services at SaaS or fintech companies

• Experience mentoring or managing a small team while maintaining direct project ownership

• Strong technical and accounting fluency, ideally with knowledge about ASC 606 revenue recognition, order-to-cash workflows, or ERP integrations (NetSuite, QuickBooks)

• Proven ability to manage complex client implementations end to end, balancing speed, accuracy, and customer satisfaction

• Excellent communication skills across finance, accounting, and technical stakeholders

• Background in accounting or finance software; CPA or Big Four experience is a plus

• Based in New York City, available to work 5 days per week in office at our Soho HQ

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)

• 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.