Operations Associate, Tabs
$110-150k
+ Equity
Office located in Midtown Manhattan, NY
AI-powered accounts receivable software
Open for applications
AI-powered accounts receivable software
21-100 employees
Open for applications
$110-150k
+ Equity
Office located in Midtown Manhattan, NY
21-100 employees
Company mission
To save our partners time and collect faster.
Role
Who you are
- Bachelor's degree in Business Administration, Finance, Legal Studies, or a related field
- 2-6+ years of experience in investment banking, assurance, accounting, bookkeeping, corporate finance, operations, high growth startup, or a similar role
- Excellent attention to detail with a focus on accuracy and data integrity
- Proficiency in data entry and analysis, with experience using tools such as SQL, Excel, or Google Sheets
- Familiarity and ability to perform Markov Chain Modeling
- Ability to work efficiently in a fast-paced team environment and manage multiple tasks simultaneously
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with clients and internal teams
What the job involves
- In this role, you will be responsible for efficiently and accurately processing contracts on behalf of our clients, extracting key terms and pricing information to compute invoices for merchants
- This is a high-impact, high-agency role and perfect for someone who is looking to join an exceptional team and have a massive hand in the growth and success of what has the early signs of becoming a top-tier startup
- Contract Processing:
- Process and review complex contracts submitted by merchants ensuring completeness and accuracy
- Extract key terms, pricing information, and other relevant data from contracts using predefined criteria and guidelines
- Enter extracted data into our systems accurately and efficiently
- Develop systems to scale contract processing
- Quality Assurance:
- Conduct thorough reviews of processed contracts to verify the accuracy and completeness of extracted data
- Perform data validation and reconciliation to ensure consistency between contract terms and system records
- Investigate and resolve discrepancies or inconsistencies identified during the review process, collaborating with internal teams as needed
- Process Optimization:
- Identify opportunities to streamline contract processing workflows and improve operational efficiency
- Develop and implement standardized procedures and tools to enhance productivity and accuracy in contract processing
- Leverage technology solutions and automation tools to optimize manual processes and reduce turnaround times
- Customer Experience Function (25% Assignment)
- Respond to Support Tickets: efficiently address and resolve customer support tickets via email and chat, ensuring timely and satisfactory solutions for all merchant concerns
- Facilitate Client Success motion: assisting in creating, updating, and maintaining client success materials: including guides, FAQs, and best practice documents to enhance client experience on the platform
- CRM Data Management: support entry efforts in CRM, ensuring accurate and up-to-date client information to enable effective tracking and reporting of client interactions and progress
- Document and Track Client Success Actions: Act as a key resource in client success meetings, documenting discussions, tracking action items, and ensuring follow-up to drive successful client outcomes
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. A 2024 influx of funding sets Tabs up for further development and growth, and cements it as one to watch.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
Company
Funding (last 2 of 3 rounds)
Oct 2024
$25m
SERIES A
Apr 2024
$7m
SEED
Total funding: $37m
Company HQ
Flatiron District, New York, NY
Leadership
Ali Hussain
(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
(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
(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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