Deployment Strategist - Accounting Solutions

The role

You will support signed customers with deployment and onboarding until full go-live. You will guide customers through system integrations, align Tabs to existing financial workflows, and ensure platform adoption.

What you will do

• 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 and map business processes to Tabs' product offering
• Guide customers through integrations with ERPs, CRMs, Tax, Payments, and other systems
• Support testing, piloting, and go-live on Tabs for critical finance and billing workflows
• Share accounting best practices with colleagues
• Identify product gaps, escalate issues, and collaborate with Deployment and Engineering teams
• Manage requirements, set clear timelines, and hold customers accountable to deployment milestones
• Develop and maintain detailed deployment roadmaps for complex multi-month projects
• Build productive customer relationships and engage with CFOs, controllers, finance leaders, and system administrators

Required qualifications

• 4–6+ years in deployment, implementation or customer onboarding at early-stage startups
• Strong technical acumen to assess customer technical stack and Tabs' product
• Comfortable in accounting and technical environments

Nice to have

• Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment
• Background with finance and accounting software
• Big Four or CPA certification

Benefits

• 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 the company

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.