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Deployment Strategist

Tabs· Implementation
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New York City, NY$120k - $170kFull-timePosted 6mo ago

About the role

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, acting as a subject-matter expert in accounting systems, guiding customers and coaching internal teams, and collaborating across Product, Engineering, and Operations to drive successful implementations.

Responsibilities

  • 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.

Qualifications

  • 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.
  • Strong technical acumen, able to assess both a customer’s technical stack and Tabs’ product to design advanced workflows.
  • Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams.
  • Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have).
  • Background with finance and accounting software; Big Four or CPA certification a plus.

Skills

Required:Accounting principlesProject managementStakeholder managementERP/CRM integrations

Benefits

  • 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
Last updated Sep 23, 2026. Interested? Apply on the company site.

About Tabs

Revenue Automation for B2B: Streamline with Tabs | Tabs

Automate your B2B revenue process with Tabs - the AI-powered platform for contract-to-cash automation. Streamline invoicing, payments, reporting, and more. Get a demo now!

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Company profileWebsite

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