Solutions Consultant – AI Revenue Platform (Pre-Sales)

Tabs

New York (NY)

On-site

USD 120,000 - 185,000

Full time

14 days+
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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 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

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