Why This Job is Featured on The SaaS Jobs
This Sales Engineer role sits at the intersection of AI-native SaaS and finance operations, a category where product value is often proven through workflows, data integrity, and integration depth rather than surface-level features. With Tabs focused on automating contract-to-cash processes, the pre-sales motion naturally involves translating complex accounting and revenue concepts into credible product narratives for CFO and Controller audiences. The New York, in-office setup also signals a hands-on, tightly coordinated go-to-market environment typical of earlier-stage SaaS teams.
For a SaaS career, the role builds durable experience in consultative pre-sales for systems that touch billing, collections, revenue recognition, and reporting. That combination tends to sharpen skills in discovery, solution design, and technical storytelling across multiple stakeholders, while also developing practical fluency in how modern SaaS products fit into ERP, CRM, and BI ecosystems. Exposure to proof-of-concept work and implementation alignment is also a strong foundation for future paths in solutions architecture, product, or revenue operations.
This position best matches professionals who enjoy owning the technical thread of a deal and who are comfortable moving between executive conversations and detailed integration discussions. It suits someone who prefers autonomy paired with close collaboration, and who is motivated by learning domain-heavy workflows quickly to earn customer trust.
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 automate 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 Sales Engineer 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+ in a customer-facing technical role such as Sales Engineer, Solutions Consultant, Solutions Architect, or Pre-Sales at a B2B SaaS or fintech company
Track record of owning the technical side of complex, multi-stakeholder deals from discovery through close
Hands-on experience with ERP, CRM, or billing platform integrations in a pre-sales context
Strong demo and presentation skills across both technical and executive audiences
Familiarity with finance or accounting workflows is a plus, not a requirement, but you should be able to get up to speed fast and earn credibility with Controllers and CFOs
Experience at an early-stage company or in a role where you were building process alongside executing is a strong plus
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.
