Why This Job is Featured on The SaaS Jobs
Implementation leadership is a core lever in SaaS because it sits where product capability meets customer reality. This role stands out in an AI native finance platform focused on contract to cash workflows, an area where successful deployments depend on both software configuration and domain accuracy. With the company described as recently founded and well funded, the position signals a build phase for customer delivery rather than a mature, fully standardized services org.
For a SaaS career, the value is in learning how repeatable onboarding systems get created and enforced while still handling complex, high impact customers directly. The mix of ERP integrations, revenue recognition concepts, and cross functional feedback into Product and Engineering builds a toolkit that transfers across B2B SaaS, especially in fintech, accounting, and workflow automation. Managing delivery metrics and playbooks also develops operational judgment that becomes increasingly important as SaaS teams scale.
This role is best suited to a practitioner who enjoys being a player coach and can switch between hands on implementation work and developing others. It fits someone who prefers structured problem solving, clear stakeholder communication, and iterative process improvement. Candidates interested in translating finance requirements into product adoption, and in shaping how an implementation function operates, should find the scope aligned.
The section above is editorial commentary from The SaaS Jobs, provided to help SaaS professionals understand the role in a broader industry context.
Job Description
About the Company
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates 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 an Implementation Team Lead to play a hybrid player coach role as we scale our customer delivery function. This person will manage and mentor a small team of Implementation Managers while remaining hands on with key strategic implementations. You will help shape how Tabs delivers revenue automation solutions to finance and accounting teams, partnering closely with Product, Engineering, and Operations to build scalable processes that ensure successful go lives.
What You’ll Do
Lead and Coach a Team: Manage a small group of Implementation Managers, providing guidance, feedback, and development support. Model best-in-class project delivery and customer communication.
Own Strategic Implementations: Lead end to end onboarding for complex or high impact customers, mapping business processes, configuring Tabs, managing ERP integrations (NetSuite, QuickBooks), and ensuring smooth go live.
Drive Process Improvement: Partner with the Head of Implementation to refine playbooks, standardize workflows, and improve internal tooling and data visibility.
Act as a Customer SME: Communicate accounting and revenue recognition concepts clearly to customers, ensuring seamless alignment between Tabs’ platform and clients’ accounting requirements.
Collaborate Cross Functionally: Work closely with Product, Engineering, and Operations to surface insights from implementations, identify product gaps, and help prioritize enhancements.
Ensure Team Excellence: Track delivery metrics, identify blockers, and implement coaching or process changes to maintain quality, speed, and customer satisfaction.
Build for Scale: Contribute to hiring, onboarding, and knowledge sharing practices that strengthen the Implementation function as Tabs grows.
Who You Are
You are a hands-on leader who thrives at the intersection of delivery and development, equally comfortable running complex implementations and coaching others to do the same. You bring deep accounting fluency and a structured, systems oriented approach to problem solving. You are motivated by building structure out of ambiguity, developing others, and ensuring customers experience exceptional delivery quality.
You communicate effectively across all audiences, whether you are walking a CFO through ASC606 workflows or collaborating with engineers to debug an integration. You are organized, detail oriented, and driven to continuously improve processes that make teams more effective.
Experience
5-7 years of experience in software implementation, customer onboarding, or professional services at SaaS or fintech companies
Experience mentoring or managing a small team while maintaining direct project ownership
Strong technical and accounting fluency, ideally with knowledge about ASC 606 revenue recognition, order-to-cash workflows, or ERP integrations (NetSuite, QuickBooks)
Proven ability to manage complex client implementations end to end, balancing speed, accuracy, and customer satisfaction
Excellent communication skills across finance, accounting, and technical stakeholders
Background in accounting or finance software; CPA or Big Four experience is a plus
Based in New York City, available to work 5 days per week in office at our Soho HQ
Perks and Benefits
Competitive compensation and equity
Up to 100% employer covered healthcare (Medical, Dental, Vision)
Daily meal stipend for in office days
Tax free commuter benefits
Parental leave up to 12 weeks
Unlimited PTO
401(k)
Employee Assistance Program (Rightway)
