Deployment Strategist

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 at Tabs and directly involved in building out the department.

In this role, you’ll serve as a subject-matter expert in accounting systems to deliver seamless implementations. You’ll communicate complex accounting concepts and Tabs’ platform functionality to controllers, AR leaders, and finance teams, ensuring customers understand and adopt the platform effectively. Beyond guiding customers, you’ll coach the internal team on accounting best practices, provide change management recommendations, and collaborate across Product, Engineering, and Operations to drive successful outcomes.

This role is crucial for customer success, as implementation lays the foundation for long-term adoption of Tabs. You’ll work cross-functionally with GTM, Customer Success, and Operations, and partner closely with Product and Engineering to help shape the product roadmap based on customer needs.

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You are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch. With deep expertise in accounting principles and technical systems, you’re comfortable getting hands-on with both finance concepts and integrations, and excel at designing and executing implementation plans.

You communicate clearly across audiences—whether CFOs, controllers, or engineers—balancing customer expectations and building trust. A strong problem-solver and project manager, you anticipate challenges, drive solutions, and manage multiple implementations to completion. Collaborative and accountable, you engage with professionalism and empathy to ensure collective success.

• 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.

This role is based in New York City with 5 days a week in-office at our Soho office.