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Tabs is an AI Operating System for Revenue, built for modern finance and accounting teams. The company combines deep revenue and accounting expertise with AI agents and applications to help finance teams automate revenue workflows while maintaining built-in controls, auditability, and human oversight.
You will serve as an experienced Implementation Manager supporting signed customers through implementation and onboarding until full go-live. You'll be a crucial member of the Implementation Team at Tabs, directly involved in building out the department from the ground up.
Key Responsibilities:
- Act as a subject-matter expert in accounting systems, partnering with customers and internal teams to navigate complex accounting requirements and ensure seamless ERP and finance integrations.
- Lead implementations end-to-end: learn each customer's tech stack, map current business processes to Tabs' platform, and guide them through integrations with ERPs, CRMs, tax systems, payments platforms, and other systems. Support testing, piloting, and go-live for critical finance and billing workflows.
- Coach internal teams on accounting best practices, ensuring implementations reflect both technical precision and financial rigor.
- Partner with Product and Engineering to identify product gaps, escalate issues, and collaborate on scalable solutions. Help shape the product roadmap based on customer needs.
- Drive project management by managing requirements, setting clear timelines, holding customers accountable to milestones, and developing detailed implementation roadmaps for complex multi-month projects.
- Manage stakeholders by building productive customer relationships, engaging with CFOs, controllers, finance leaders, and system administrators, and ensuring alignment on progress, blockers, and next steps.
- Work cross-functionally with GTM, Customer Success, Operations, Product, and Engineering teams.
You are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch. You communicate clearly across diverse audiences—CFOs, controllers, engineers—while balancing customer expectations and building trust. You're a strong problem-solver and project manager who anticipates challenges, drives solutions, and manages multiple implementations to completion.
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.
