Senior Solutions Consultant

tabs platform inc; New York (NY); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive compensation and equity

Unlimited PTO

Employer covered healthcare premium

Lunch & dinner provided

Parental leave up to 12 weeks

Tax-free commuter benefits

Voluntary insurances

Free One Medical Membership

401k plan

Job summary

Tabs Platform Inc. is seeking a Senior Solutions Consultant to play a crucial role in their pre-sales process in New York City. You will partner closely with finance and accounting leaders, supporting the Go-to-Market team through consultative solutions and technical problem-solving.

The ideal candidate will have over 5 years of experience in tech and solutions consulting, with a proven ability to drive impactful partnerships and present complex solutions to various stakeholders.

Qualifications

• 5+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment.
• 3+ years in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech.
• Familiarity with complex technology stacks and navigating technical partnerships.

Responsibilities

• Partner with finance and accounting leaders to demonstrate platform capabilities.
• Manage pre-sales projects and ensure feasibility of proposed solutions.
• Support the Go-to-Market team with a consultative approach.

Skills

Customer EQ

Curious & Intelligent

Autonomy

Commercial Savvy

Exceptional Communicator

Education

5+ years overall experience

3+ years in Solutions Consulting or similar roles

Tools

ERP systems

CRM software

Job description

Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate 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 a Senior 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. This is a perfect role for someone who is looking to join an exceptional team at the earliest stages and have a massive hand in our growth acceleration.

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
• Build and 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

• 5+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment
• 3+ years in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
• 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

Why Join Us

• Impact – Drive incredible impact as an early member of the Solutions Consulting Team. Play an integral role with our Go-to-Market team in our commercial success, and help craft the playbook for a critical function as we scale at Tabs.
• Opportunity for growth – This role will require tremendous cross‑functional collaboration between Go-to-Market, Implementation, Product and Engineering and there is a clear path to leading the Solutions Consulting organization as it scales.
• High‑performing, high‑caliber team – We have a high talent bar and a thriving, collaborative in‑person culture. We love dissecting problems and whiteboarding out creative solutions.

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

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.