Solution Architect

Tabs; New York (NY); On-site; USD 140,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Unlimited PTO

Healthcare coverage

Parental leave

401k

Free One Medical Membership

Lunch provided

Job summary

Tabs, a leading AI-native revenue platform, is hiring a Solution Architect to design custom workflows and integrations for top customers in New York. You will shape how we solve novel problems on the platform and collaborate with Product and Engineering to scale bespoke work into reusable capabilities.

You’ll work with ERP, CRM, billing, payments, and tax systems, guiding scope, architecture decisions, and drive the roadmap while ensuring successful delivery across projects.

Qualifications

• Experience designing integrations across multiple systems (ERPs, CRMs, billing, payments, tax, or similar).
• Strong systems and API fluency — read documentation and design scalable workflows.
• Track record of surfacing customer and field signal to influence product and engineering priorities.
• Experience delivering custom customer solutions in fintech, SaaS, or B2B environments.

Responsibilities

• Design solutions for complex customer builds by mapping requirements to data models and integration patterns across ERP/CRM and payment systems.
• Partner with sales, implementation, and customer success during pre-sales and kickoff to assess feasibility and scope.
• Define and evolve integration patterns, identifying what stays bespoke, what is templated, and what to productize.
• Collaborate with Product and Engineering to surface gaps and influence roadmap for API and platform capabilities.
• Guide execution across projects with engineering teams, reviewing approaches and helping resolve hard design decisions.
• Investigate in customer environments to diagnose issues, validate assumptions, and de-risk designs before commitments.
• Document patterns, anti-patterns, and lessons learned for future reuse.

Skills

Solutions architecture

API workflows

Data modeling

ERP/CRM integrations

Cross-functional collaboration

Tools

NetSuite

Sage Intacct

Salesforce

HubSpot

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 Solution Architect to design custom workflows, integrations, and platform extensions for our most complex and highest-value customers. You'll be a key member of the Product Delivery team, shaping how we solve novel customer problems on the Tabs platform.

This role is foundational to how Tabs scales. The patterns you define, the tradeoffs you make, and the solutions you architect shape both individual customer outcomes and the long-term direction of our product. You'll partner closely with Product and Engineering to surface gaps, influence the roadmap, and help make sure the bespoke work we do today becomes the reusable capability of tomorrow.

What You'll Do:

• Design solutions for complex customer builds: Own the technical design for challenging Product Delivery projects — mapping customer requirements to data models, API workflows, and integration patterns across ERPs, CRMs, payment processors, tax engines, and other systems in the customer stack.

• Be a key voice in scoping conversations: Partner with sales, implementation, and customer success during pre-sales and kickoff to pressure-test feasibility, size complexity honestly, and prevent scope surprises later. Say no when the answer should be no, and propose an alternative when it shouldn't.

• Define and evolve integration patterns: Turn one-off solutions into reusable playbooks. Identify what should stay bespoke, what should be templated for the PD team, and what should be productized by Engineering.

• Partner with Product and Engineering: Bring sharp signal from the field back into the roadmap. Escalate gaps, advocate for platform investments, and collaborate on the design of new API and platform capabilities that unlock harder customer use cases.

• Guide execution across projects: Work alongside FDEs and Product Delivery teammates as they build. Review approaches, unblock design decisions, and step in on the hardest problems without taking over ownership.

• Investigate the messy middle: Get hands‑on in customer environments and third‑party systems to diagnose issues, validate assumptions, and de‑risk designs before commitments are made.

• Document what works: Capture patterns, anti‑patterns, and lessons learned so the team compounds knowledge over time.

Who You Are:

You've designed and delivered custom customer solutions before, and you've seen enough integrations, edge cases, and failure modes to have real instincts. You can look at a customer's stack and a set of requirements and quickly form a point of view on the right approach, the risks, and the tradeoffs.

You're a strong systems thinker. You reason naturally about data flows, dependencies, and where things break. You care about elegance but you're pragmatic — you know when to build the right thing and when to ship the good‑enough thing so the customer can go live.

You communicate clearly across audiences. You can walk a CFO or controller through why a workflow needs to change, explain a design tradeoff to an engineer, and align a sales team on what's actually achievable in the timeline. You bring calm and clarity to ambiguous, high‑stakes conversations.

You're proactive, resourceful, and comfortable with ambiguity. You build the plan, socialize it, and drive it forward — without waiting for someone else to define the process.

Experience:

• Experience in solutions architecture, forward‑deployed engineering, implementation engineering, technical project management, or a similar role where you owned the design of customer‑facing solutions.

• Experience designing integrations across multiple systems (ERPs, CRMs, billing, payments, tax, or similar), ideally in fintech, SaaS, or B2B environments.

• Strong systems and API fluency — you can read documentation, reason about data models and edge cases, and design workflows that hold up under real customer usage. You don't need to be a full‑time engineer, but you should be comfortable getting hands‑on where it matters.

• Track record of surfacing customer and field signal to influence product and engineering priorities.

• Strong cross‑functional communicator with experience partnering across GTM, Product, Engineering, and customer stakeholders.

• Comfort operating in a startup environment with imperfect requirements, evolving priorities, and high customer expectations.

Nice to Have:

• Familiarity with SQL and light scripting (Python or similar) for investigation, prototyping, and validating designs.

• Background in finance, accounting, or revenue operations — or experience implementing platforms that touch those workflows (billing, revenue recognition, AR, close).

• Experience integrating with ERPs like NetSuite, Sage Intacct, or QuickBooks, or CRMs like Salesforce or HubSpot.

• Exposure to ASC 606 or other revenue recognition frameworks.

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.