Implementation Team Lead, Tabs
$175-205k
Offers Equity
5 days a week in office (Soho, NYC)
AI-native revenue platform for modern finance and accounting teams
Be an early applicant
AI-native revenue platform for modern finance and accounting teams
21-100 employees
Be an early applicant
$175-205k
Offers Equity
5 days a week in office (Soho, NYC)
21-100 employees
Company mission
To power the future of B2B revenue with AI, helping finance teams save time, streamline operations, and collect faster to drive business growth.
Role
Who you are
- You are a hands-on leader who thrives at the intersection of delivery and development, equally comfortable running complex implementations and coaching others to do the same
- You bring deep accounting fluency and a structured, systems oriented approach to problem solving
- You are motivated by building structure out of ambiguity, developing others, and ensuring customers experience exceptional delivery quality
- You communicate effectively across all audiences, whether you are walking a CFO through ASC606 workflows or collaborating with engineers to debug an integration
- You are organized, detail oriented, and driven to continuously improve processes that make teams more effective
- 5-7 years of experience in software implementation, customer onboarding, or professional services at SaaS or fintech companies
- Experience mentoring or managing a small team while maintaining direct project ownership
- Strong technical and accounting fluency, ideally with knowledge about ASC 606 revenue recognition, order-to-cash workflows, or ERP integrations (NetSuite, QuickBooks)
- Proven ability to manage complex client implementations end to end, balancing speed, accuracy, and customer satisfaction
- Excellent communication skills across finance, accounting, and technical stakeholders
- Background in accounting or finance software; CPA or Big Four experience is a plus
What the job involves
- Tabs is hiring an Implementation Team Lead to play a hybrid player coach role as we scale our customer delivery function
- This person will manage and mentor a small team of Implementation Managers while remaining hands on with key strategic implementations
- You will help shape how Tabs delivers revenue automation solutions to finance and accounting teams, partnering closely with Product, Engineering, and Operations to build scalable processes that ensure successful go lives
- Lead and Coach a Team: Manage a small group of Implementation Managers, providing guidance, feedback, and development support. Model best-in-class project delivery and customer communication
- Own Strategic Implementations: Lead end to end onboarding for complex or high impact customers, mapping business processes, configuring Tabs, managing ERP integrations (NetSuite, QuickBooks), and ensuring smooth go live
- Drive Process Improvement: Partner with the Head of Implementation to refine playbooks, standardize workflows, and improve internal tooling and data visibility
- Act as a Customer SME: Communicate accounting and revenue recognition concepts clearly to customers, ensuring seamless alignment between Tabs’ platform and clients’ accounting requirements
- Collaborate Cross Functionally: Work closely with Product, Engineering, and Operations to surface insights from implementations, identify product gaps, and help prioritize enhancements
- Ensure Team Excellence: Track delivery metrics, identify blockers, and implement coaching or process changes to maintain quality, speed, and customer satisfaction
- Build for Scale: Contribute to hiring, onboarding, and knowledge sharing practices that strengthen the Implementation function as Tabs grows
Our take
Despite the rise of automation within businesses, a massive amount of finance work is still done manually. Tabs believes that this workload needs to be moved to modern, automated software, so it provides a platform that does just that.
Tabs' AI-powered accounts receivable platform empowers B2B businesses to optimize their AR processes, saving them time, improving cash flow and reducing the rate of billing errors. The platform is able to do this because its AI is capable of reading and understanding commercial contracts, which until now required the eye of an experienced finance professional.
The company already boasts a number of clients such as Pelago, Findigs and Volta. And a 2024 influx of funding has set the company up for further development and growth, and cements it as one to watch.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 4 rounds)
Sep 2025
$55m
SERIES B
Oct 2024
$25m
SERIES A
Total funding: $92m
Company benefits
- Unlimited PTO: You decide when and how long to take time off
- Fully paid health insurance: Fully paid medical, dntal, and vision insurance
- Complimentary meals: Free lunch and dinner in the office
- Parental leave: Generous paid leave to new parents
- Commuter benefits: Tax-free commuter benefits
- Regular team events: We work hard and play hard
Leadership
Ali Hussain
(Co-Founder & CEO)Former COO at Latch. Was a Management Consultant for The Boston Consulting Group, worked in New Product Initiatives at Google, and was a Staffer at the US Congress.
Rebecca Schwartz
(Co-Founder & Head of GTM)Was an Operator in Residence at Primary Venture Partners. Interened in MBA Business Development at RapidSOS, and was a Senior Business Development Manager at GLG (Gerson Lehrman Group).
Deepak Bapat
(Co-Founder & CTO)Former Head of Engineering at Structure Financial. Spent 6 years at Latch, ultimately as Director of Software Engineering, and was also a Software Engineer at Yext.
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