Tabs
Fintech & PaymentsDirect Ashby career site

Solutions Consultant

Location
New York City, NY · On-site
Job type
Full-time
Level
Lead / Staff
Experience
4+ years
Listed
23 days ago

Skills & highlights for this role

  • ERP systems
  • CRM systems
  • workflow mapping
  • proof-of-concept development

Also useful

  • CPA
  • order-to-cash processes
  • BI tools

Stated benefits & perks

  • Health
  • Dental
  • Vision
  • 401k
  • Unlimited pto

About the Role

Tabs is hiring a Solutions Consultant based in New York to play an integral role in our pre-sales process helping craft solutions and be a thought partner to both our Go-to-Market organization and our clients. You'll be joining a Solutions Consulting team that's already hitting its stride, one that's doubled in size this year, with real room to grow as we continue to scale.

What You’ll Do

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

Who You Are

  • Customer EQ - Genuinely interested in learning about prospects, their businesses, and their challenges. Ability to connect with users/buyers and take a consultative approach to solving customers’ needs.
  • Curious & Intelligent - Ability to turn curiosity into knowledge; to synthesize and distill lots of disparate information; to master a new and complex subject or product.
  • Autonomy - Can successfully operate autonomously, and is experienced with capturing and communicating representative metrics and results.
  • Commercial Savvy - Strong understanding of commercial dynamics and stakeholder management.
  • Exceptional Communicator - Excellent presentation skills, evidenced by an ability to explain technical solutions to non-technical audiences both verbally and visually.

Requirements

  • 4+ years of overall experience, ideally with Big 4, management consulting or direct accounting experience at a tech start up
  • 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
  • Bonus points for experience in order to cash processes and / or commercial proposals

Additional Information

This role is based in New York City 5 days a week 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

About Tabs

Tabs is the AI Operating System for Revenue, built for modern finance and accounting teams. It combines deep revenue and accounting expertise with the agents and applications needed to run revenue work end to end. Tabs understands customer and contract context, applies accounting logic, and executes critical workflows with built in controls, auditability, and human oversight. With Tabs, finance teams can move from manually managing revenue workflows to directing outcomes while the system executes the work.

Read the original posting

From Tabs's careers page, first listed on Rolev.ai on October 17, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Solutions Consultant role at Tabs, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

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Common questions

Where is the Solutions Consultant job at Tabs located?

This Solutions Consultant position at Tabs is located in New York City, NY (On-site). Always check Tabs's application page for specific state eligibility or relocation policies.

What qualifications are required for Solutions Consultant at Tabs?

For the Solutions Consultant role, Tabs highlights 4+ years of relevant experience; experience with ERP systems, CRM systems, workflow mapping, proof-of-concept development. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Solutions Consultant position at Tabs?

This listing links directly to Tabs's Ashby application page. You can apply directly on Tabs's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.