Deployment Strategist - Accounting Solutions

About the Role

Tabs is hiring an experienced Deployment Strategist - Accounting Solutions to support signed customers with deployment and onboarding until full go-live. You’ll be a crucial member of the Deployment Team at Tabs and directly involved in building out the department.

This role is critical to our customers’ success, as your work sets the foundation for long-term value. You’ll guide customers through system integrations, align Tabs to their existing financial workflows, and ensure adoption of our platform across Finance, Accounting, and Operations teams.

This role is crucial for customer success, as deployment 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.

What You’ll Do

• 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 deployments 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 deployments reflect both technical precision and financial rigor.
• Partner with the software team: Identify product gaps, escalate issues, and collaborate with Deployment and Engineering teams to find scalable solutions.
• Drive project management: Manage requirements, set clear timelines, and hold customers accountable to deployment milestones. For complex multi-month projects, develop and maintain detailed deployment 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.

Who You Are

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 deployment 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 deployments to completion.
• Collaborative and accountable, you engage with professionalism and empathy to ensure collective success.

Experience

• 4-6+ years in deployment, 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.

Additional Information

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

Perks and Benefits (Full-time Employees)

• 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