Solutions Consultant

Tabs
New York
Workplace: HybridFull timeUSD 120,000 - 185,000 annuallyFunction: Consulting & AdvisoryExperience: 4+ yearsSkills: ["Communication","Problem-solving","Customer empathy","Curiosity","Autonomy","Commercial savvy","Presentation"]

The Solutions Consultant role partners with finance and accounting leaders in New York to demonstrate the Tabs platform, shepherd pre-sales projects, and translate client needs into end-to-end workflows. You’ll collaborate with GTM and Implementation teams, guide integrations with ERP/CRM/BI, and maintain relationships with key decision-makers to drive technical and business problem-solving in a fast-growing SaaS/Fintech environment.

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Tabs
Tabs
5 months ago

Solutions Consultant

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Last checked: 4 hours agoStatus: Live

Job Summary

The Solutions Consultant role partners with finance and accounting leaders in New York to demonstrate the Tabs platform, shepherd pre-sales projects, and translate client needs into end-to-end workflows. You’ll collaborate with GTM and Implementation teams, guide integrations with ERP/CRM/BI, and maintain relationships with key decision-makers to drive technical and business problem-solving in a fast-growing SaaS/Fintech environment.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Consulting & Advisory

Key Responsibilities

  • •Partner 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 feasibility of proposed solutions and conducting proof-of-concept development with the Implementation team to align with product capabilities
  • •Support the Go-to-Market team by providing a consultative approach in meetings with prospects and translating solutions into workflow maps and implementation proposals
  • •Provide guidance on integrating Tabs into clients' broader tech stack, navigating ERP, CRM, and BI tools
  • •Maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving

Pay and Benefits

Salary: USD 120,000 - 185,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParantal Leave

Key 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
Experience:4+ yearsSaaSFintech
Skills:CommunicationProblem-solvingCustomer empathyCuriosityAutonomyCommercial savvyPresentation
Certifications:CPA
Languages:English
Tech Stack:ERPCRMBI toolsData analytics

Company Brief

Tabs
Tabs offers a cloud-based software platform that helps teams organize, track, and manage workstreams and data through a simple, collaborative interface for improving operational visibility and cross-functional coordination.
Industry: SaaS
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