Deployment Strategist

• Tabs is hiring an experienced Deployment Strategist to support signed customers with implementation and onboarding until full go-live
• You’ll be a crucial member of the Implementation Team at Tabs and directly involved in building out the department
• In this role, you’ll serve as a subject-matter expert in accounting systems to deliver seamless implementations
• You’ll communicate complex accounting concepts and Tabs’ platform functionality to controllers, AR leaders, and finance teams, ensuring customers understand and adopt the platform effectively
• Beyond guiding customers, you’ll coach the internal team on accounting best practices, provide change management recommendations, and collaborate across Product, Engineering, and Operations to drive successful outcomes
• This role is crucial for customer success, as implementation lays the foundation for long-term adoption of Tabs
• You’ll work cross-functionally with GTM, Customer Success, and Operations, and partner closely with Product and Engineering to help shape the product roadmap based on customer needs
• Be a Subject Matter Expert in accounting systems: Partner with customers and internal teams to navigate complex accounting requirements and ensure seamless ERP and finance integrations
• Lead implementations from start to finish: Learn each customer’s tech stack, map current business processes to Tabs’ product offering, and guide them through integrations with ERPs, CRMs, Tax, Payments, and other systems. Support testing, piloting, and go-live on Tabs for critical finance and billing workflows
• Coach and guide internal teams: Share accounting best practices with colleagues to ensure implementations reflect both technical precision and financial rigor
• Partner with the software team: Identify product gaps, escalate issues, and collaborate with Implementation and Engineering teams to find scalable solutions
• Drive project management: Manage requirements, set clear timelines, and hold customers accountable to implementation milestones. For complex multi-month projects, develop and maintain detailed implementation roadmaps
• Manage stakeholders: Build productive customer relationships, engage with CFOs, controllers, finance leaders, and system administrators, and ensure all stakeholders are aligned on progress, blockers, and next steps

Benefits

• Unlimited PTO: You decide when and how long to take time off
• Fully paid health insurance: Fully paid medical, dntal, and vision insurance
• Complimentary meals: Free lunch and dinner in the office
• Parental leave: Generous paid leave to new parents
• Commuter benefits: Tax-free commuter benefits
• Regular team events: We work hard and play hard- You communicate clearly across audiences—whether CFOs, controllers, or engineers—balancing customer expectations and building trust
• With deep expertise in accounting principles and technical systems, you’re comfortable getting hands-on with both finance concepts and integrations, and excel at designing and executing implementation plans
• You are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch
• Collaborative and accountable, you engage with professionalism and empathy to ensure collective success
• A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion
• This role is based in New York City with 5 days a week in-office at our Soho office
• Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have)
• Strong technical acumen, able to assess both a customer’s technical stack and Tabs’ product to design advanced workflows
• 4–6+ years in implementation or customer onboarding at early-stage startups, with demonstrated ability to work with imperfect solutions and collaborate closely with customers
• Additional Information
• Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams
• Background with finance and accounting software; Big Four or CPA certification a plus