Solutions Consultant

Tabs is the AI Operating System for Revenue, built for modern finance and accounting teams.

It combines deep revenue and accounting expertise with the agents and applications needed to run revenue work end to end. Tabs understands customer and contract context, applies accounting logic, and executes critical workflows with built in controls, auditability, and human oversight. With Tabs, finance teams can move from manually managing revenue workflows to directing outcomes while the system executes the work.

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.