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Senior Solutions Consultant
Tabs · New York, United States
About The Role
Join Tabs, a fast-growing fintech company, as a Senior Solutions Consultant. In this role, you will play a crucial part in our pre-sales process, working closely with finance and accounting leaders to demonstrate the capabilities of our platform and solve business problems. You will manage pre-sales projects, support the Go-to-Market team, and provide guidance on integrating Tabs into clients' tech stacks. This position offers unlimited PTO, fully paid health insurance, complimentary meals, parental leave, commuter benefits, and regular team events.
- 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.
- 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.
- This is a perfect role for someone who is looking to join an exceptional team at the earliest stages and have a massive hand in our growth acceleration
- Exceptional Communicator – Excellent presentation skills, evidenced by an ability to explain technical solutions to non-technical audiences both verbally and visually
- 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
- Commercial Savvy – Strong understanding of commercial dynamics and stakeholder management
- 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
- Bonus points for experience in accounting, either as a CPA or prior experience working directly with accountants/controllers
- 3+ years in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech
- 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
- 5+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment
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