Solutions Consultant
At a glance
Mid-level Solutions & Sales Engineering role at Tabs. New York · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Show finance and accounting leaders how the platform handles their business problems and complete workflows
- Run pre-sales engagements, test proposed solutions, and build proofs of concept with Implementation
- Equip Go-to-Market meetings with workflow maps, implementation proposals, and related solution materials
- Help clients connect the platform with ERP, CRM, BI, and other complex systems
- Build trusted relationships with decision-makers while addressing technical and business questions
What you bring
- At least four years of overall experience, ideally in Big Four, management consulting, or accounting at a technology startup
- Experience understanding ERP or CRM connections within complex technology environments and advising CFOs and Controllers
- Strong presentation ability, including explaining technical solutions verbally and visually to non-technical audiences
- Accounting background as a CPA or through direct work with accountants or Controllers is an added advantage
Who this fits
You’ll suit a consultative pre-sales role that combines customer discovery, technical problem-solving, workflow design, and executive communication. The position is for someone who can work independently, understand commercial stakeholders, and translate complex information clearly. It requires working onsite in New York City five days a week at the Soho office.
From the employer
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.
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.
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