Client Delivery Team Lead
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.
High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.
Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.
About the Role
Tabs is hiring a Client Delivery Team Lead to be a hands-on player‑coach as we scale our customer delivery function. In this role you’ll manage and mentor a small team of Implementation Managers while remaining actively involved in strategic, high‑impact implementations. You’ll shape how Tabs delivers revenue automation solutions to finance and accounting teams, partnering closely with Product, Engineering, and Operations to create repeatable, scalable processes that drive successful go‑lives and exceptional customer outcomes.
What You’ll Do
Lead & coach a small team of Implementation Managers: provide regular feedback, professional development, and model best‑in‑class project delivery and customer communication.
Own high‑impact implementations end‑to‑end: run onboarding for complex customers, map business processes, configure Tabs, manage ERP integrations (NetSuite, QuickBooks), and ensure smooth go‑lives.
Drive continuous improvement: partner with the Head of Implementation to refine playbooks, standardize workflows, and enhance internal tools and data visibility.
Serve as the customer SME: translate accounting and revenue recognition needs into configuration and implementation decisions; ensure alignment with clients’ finance requirements.
Partner cross‑functionally: surface implementation insights to Product and Engineering, identify product gaps, and help prioritize enhancements that reduce friction and scale delivery.
Measure and elevate team performance: track delivery metrics, surface blockers, and implement coaching or process changes to sustain quality, speed, and customer satisfaction.
Build for scale: contribute to hiring, onboarding, and knowledge‑sharing practices that strengthen the delivery function as Tabs grows.
Who You Are
Hands-on leader who excels at delivering complex projects while developing team members
Strong accounting fluency with the ability to translate finance requirements into implementation decisions
Systems-oriented thinker who creates repeatable processes from ambiguity
Clear communicator across finance, accounting, and technical audiences (CFOs to engineers)
Highly organized, detail-oriented, and metric-driven
Proactive about continuous improvement and removing friction in delivery
Customer-focused, committed to exceptional delivery quality and satisfaction
Experience
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
Based in New York City, available to work 5 days per week in office at our Soho HQ
Additional Information
Based in New York City, available to work 5 days per week in office at our Soho HQ
Perks and Benefits (Full-time Employees)
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 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
Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.