Deployment Strategist

Tabs
New York
Workplace: OnsiteFull timeUSD 120,000 - 170,000 annuallyFunction: Software EngineeringExperience: 4-6 yearsSkills: ["Communication","Problem-solving","Leadership","Project management"]

Deployment Strategist to lead customer implementations for Tabs’ AI-native revenue platform, serving as the accounting systems expert across ERP/CRM integrations, guiding go-live, and coordinating with Product, Engineering, and Operations to shape the roadmap. Based in New York City, this role drives end-to-end implementations, stakeholder management, and internal coaching to ensure successful customer adoption and long-term value.

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Tabs
Tabs
5 months ago

Deployment Strategist

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Last checked: 11 hours agoStatus: Live

Job Summary

Deployment Strategist to lead customer implementations for Tabs’ AI-native revenue platform, serving as the accounting systems expert across ERP/CRM integrations, guiding go-live, and coordinating with Product, Engineering, and Operations to shape the roadmap. Based in New York City, this role drives end-to-end implementations, stakeholder management, and internal coaching to ensure successful customer adoption and long-term value.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Software Engineering
Seniority: Entry level

Key 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.

Pay and Benefits

Salary: USD 120,000 - 170,000 annually
Equity and Bonus:Equity
Perks:Paid LeaveHealth Insurance401kEquityParental Leave

Key Requirements

  • •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.
Experience:4-6 yearsFintechSaaS
Skills:CommunicationProblem-solvingLeadershipProject management
Certifications:CPA
Tech Stack:NetSuiteSageERPCRMASC 606

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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