Implementation Manager

About the Company

Tabs is an AI-powered revenue automation platform for B2B businesses. Using the power of AI, Tabs is able to understand and extract elements from even the most complex B2B contracts and then power automated billing, revenue recognition and reporting workflows. Our customers use Tabs to eliminate manual work, collect cash faster, streamline operations, and increase business model flexibility. Tabs is a Series A hyper growth company based in New York that has raised $35m to date from top-tiers VCs like Lightspeed and Primary Ventures.

About the Role

Tabs is hiring an experienced Implementation Manager to support signed customers with implementation and onboarding until full go-live. You’ll be a founding member of the Implementation Team at Tabs and therefore directly involved in the development of the department. Your responsibilities will include guiding customers through the integration of Tabs products to ensure smooth onboarding and successful implementation. This role is crucial for customer success, as implementation lays the foundation for our customers’ use of Tabs. You’ll work cross-functionally with GTM, Customer Success, and Operations, and collaborate with Product and Engineering to develop new features based on customer needs.

What You’ll Do

• Lead implementation from start to completion: You will learn the customer’s tech stack and map their current business processes to the Tabs product offering. You will guide the customer to adopt Tabs and install various integrations with ERPs, CRMs, Tax, Payments, etc. You will support as they test, pilot and go live on Tabs for critical finance and billing processes.

• Partner with the software team on implementations: You’ll gain insights on customer requests or learn that there’s additional complexities to tackle as part of implementation. You will partner with the implementation team and software team to find solutions for the customers.

• Project management: You will work closely with customers to drive requirements and ensure customers meet their implementation milestones.

• Stakeholder management: You will build productive customer relationships to ensure that all stakeholders are engaged with and informed of implementation progress, blockers, and action items.

• Cross-functional collaboration: You’ll partner with Sales to fully understand the customer’s goals and account details before transitioning them to the Implementation phase. Ahead of transitioning to Customer Success and Support, you’ll document technical considerations and provide handoff guidance.

Who You Are

• Proactive self-starter who thrives in ambiguous environments and is eager to learn, adapt, and scale within a fast-paced, evolving startup atmosphere.

• Comfortable getting technical with customers on accounting/finance concepts and coming up with an implementation plan independently, and then executing on the implementation proposal.

• Excellent communicator with the ability to effectively manage and balance customer expectations and provide clear guidance on customers requirements for implementation.

• Strong project management skills. You have successfully managed various complex implementations (5+ implementations) to completion independently.

Experience

• 4-6+ years of experiences in implementation or customer onboarding at early-stage startups, with a strong ability to work with imperfect solutions and collaborate closely with customers to build together

• Solid understanding of technical concepts, enabling you to assess the customer’s technical stack and Tabs’s product to create solutions that support advanced customer workflows Equally comfortable in Accounting and Technical environments, engaging with CFOs, controllers, technical teams, and system administrators

Nice to Have

• Experience with ERP integrations like NetSuite or Sage at a fintech company, consulting company or in house at a tech company

• Experience with Finance and Accounting software, preferably with a Big-4 background or a CPA certification (Certified Public Accountant)

Perks and Benefits

• Competitive compensation and equity

• 100% coverage for healthcare (Medical, Dental and Vision)

• Daily meal and coffee stipend for in-office days

• Tax free contribution to commuter benefits

Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are a NYC based team spending ~4 days a week in-person at our offices in midtown Manhattan.