Solutions Consultant

Tabs; New York (NY); On-site; USD 120,000 - 185,000; Full time

Benefits offered by this job

Competitive compensation & equity

Unlimited PTO

Healthcare premium covered (medical, +

Lunch provided & dinner on in-office"}

Parental leave (up to 12 weeks)

Tax-free commuter & parking benefits

Voluntary insurances (Life, Hospital,

Employee Assistance Program

Free One Medical Membership

401k

Job summary

Tabs is seeking a Solutions Consultant based in New York to drive pre-sales efforts and craft solution proposals. You will partner with finance leaders, manage pre-sales projects, and work closely with the Implementation team to ensure alignment with product capabilities.

Applicants should have 4+ years in consulting or accounting, familiarity with ERP/CRM integrations, and strong communication skills. This role is based in New York City, in our Soho office, with full-time benefits and growth

Qualifications

• 4+ years of experience in consulting or accounting, ideally with Big 4 or a tech startup.
• Familiarity with ERP/CRM integration within a complex technology stack.
• Bonus: CPA or accounting experience with CFOs/Controllers.

Responsibilities

• Partner with finance leaders to demonstrate Tabs capabilities and map end-to-end workflows.
• Manage pre-sales projects and PoC with the Implementation team to align with product capabilities.
• Support GTM with a consultative approach and translate solutions into workflow maps and proposals.
• Guide client integration of Tabs into their tech stack (ERP/CRM/BI).
• Maintain relationships with decision-makers through a consultative, solution-focused lens.

Skills

ERP/CRM integration

Pre-sales consulting

Client storytelling

Education

CPA certification

Tools

ERP systems

CRM platforms

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 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. You'll be joining a Solutions Consulting team that's already hitting its stride, one that's doubled in size this year, with real room to grow as we continue to scale.

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
• 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

• 4+ years of overall experience, ideally with Big 4, management consulting or direct accounting experience at a tech start up
• 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
• Bonus points for experience in order to cash processes and / or commercial proposals

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.

Compensation Range: $120K - $185K