Why This Job is Featured on The SaaS Jobs
AI-native finance and accounting SaaS is increasingly defined by workflow automation, compliance requirements, and deep integrations across the contract to cash stack. This Solutions Consultant role sits at that intersection, translating a product built for billing, collections, and revenue recognition into practical workflows that resonate with finance leaders. With Tabs founded in 2023, the listing signals an early-stage platform where pre-sales work is tightly coupled to product capabilities and implementation realities.
For a SaaS career, the role develops durable skills in consultative discovery, solution design, and technical storytelling across complex buyer groups like CFOs and Controllers. It also builds fluency in how modern SaaS products coexist with ERPs, CRMs, and BI tools, a recurring theme in enterprise and mid-market deployments. Experience running proofs of concept and shaping proposal artifacts tends to transfer well into solutions engineering leadership, post-sales architecture, or product-facing roles.
This role fits professionals who enjoy bridging business process and technical feasibility, and who prefer being accountable for the quality of the pre-sales narrative rather than only the demo. It will suit someone comfortable working in person in New York and collaborating across go-to-market and implementation to keep promises aligned with delivery.
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
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 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. This is a perfect role for someone who is looking to join an exceptional team at the earliest stages and have a massive hand in our growth acceleration.
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 in both a tech-focused company as well as a more corporate environment
2+ year in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
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
Why Join Us
Impact – Drive incredible impact as an early member of the Solutions Consulting Team. Play an integral role with our Go-to-Market team in our commercial success, and help craft the playbook for a critical function as we scale at Tabs.
Opportunity for growth – This role will require tremendous cross-functional collaboration between Go-to-Market, Implementation, Product and Engineering and there is a clear path to leading the Solutions Consulting organization as it scales.
High-performing, high-caliber team – We have a high talent bar and a thriving, collaborative in-person culture. We love dissecting problems and whiteboarding out creative solutions.
While we are open to candidates from a wide variety of backgrounds, we expect this role to be an especially good fit for candidates with 3+ years of experience, and ideally having worked in early-stage startups. We are an in-person NYC based team with offices in midtown Manhattan (4 days a week in 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 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)
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.
