Senior Solutions Consultant

Tabs
New York
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 5+ yearsSkills: ["Communication","Presentation","Curiosity","Autonomy","Customer focus"]

Senior Solutions Consultant based in New York leads pre-sales efforts for Tabs, partnering with finance leaders to demonstrate the platform, manage pre-sales projects, and translate solutions into workflow maps and proposals. You’ll collaborate with Implementation, GTM, and client teams, guid­ing integrations with ERP/CRM/BI stacks and building strong executive-level relationships to drive growth.

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Tabs
Tabs
5 months ago

Senior Solutions Consultant

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Job Summary

Senior Solutions Consultant based in New York leads pre-sales efforts for Tabs, partnering with finance leaders to demonstrate the platform, manage pre-sales projects, and translate solutions into workflow maps and proposals. You’ll collaborate with Implementation, GTM, and client teams, guid­ing integrations with ERP/CRM/BI stacks and building strong executive-level relationships to drive growth.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Sr. Manager level

Key Responsibilities

  • •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
  • •Build and maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving

Pay and Benefits

Perks:Paid LeaveHealth Insurance401kPar Parental

Key Requirements

  • •5+ years of overall experience in a tech-focused and corporate environment
  • •3+ years in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
  • •Familiarity with how ERP/CRM systems integrate in a complex technology stack and ability to drive partnerships with CFOs and Controllers
  • •Bonus points for experience in accounting, CPA or working directly with accountants/controllers
Experience:5+ yearsFintechSaaS
Skills:CommunicationPresentationCuriosityAutonomyCustomer focus
Tech Stack:ERPCRMBI

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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