Engagement Manager
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 an Engagement Manager to own customer onboarding and lead implementations from signed contract through full go-live. As a founding member of the Implementation team, you’ll shape the processes, playbooks, and best practices that define how customers adopt Tabs.
This role is critical to our customers’ success, as your work sets the foundation for long-term value. You’ll guide customers through system integrations, align Tabs to their existing financial workflows, and ensure adoption of our platform across Finance, Accounting, and Operations teams. You’ll also collaborate cross-functionally with Sales, Customer Success, and Engineering to drive execution and build scalable implementation frameworks.
What You’ll Do
Lead implementations end-to-end: Learn each customer’s tech stack, map business processes, and guide them through adopting Tabs. Oversee integrations with ERPs, CRMs, Payments, and Tax systems while supporting testing, pilots, and go-live.
Drive project management rigor: Develop and own implementation roadmaps, manage milestones, and track customer progress. Ensure successful execution of complex, multi-month projects.
Manage stakeholders: Build strong relationships across Finance, Accounting, and Technical teams. Keep stakeholders engaged and aligned through clear updates, expectations management, and proactive problem solving.
Partner with subject matter experts: Collaborate closely with Implementation Managers who are specialists in accounting systems. Leverage their expertise to design solutions for complex finance workflows and ensure integrations with ERPs and other financial systems are successful.
Collaborate cross-functionally: Partner with Sales to transition new accounts into Implementation. Work with Customer Success and Support to provide smooth handoffs post-go-live. Share customer feedback with Product and Engineering to influence roadmap priorities.
Contribute to playbooks and processes: Help build repeatable frameworks, templates, and best practices for the Implementation function as one of the team’s early leaders.
Who You Are
You are a project manager at heart with a consulting mindset—skilled at diagnosing customer needs, building tailored implementation roadmaps, and driving complex projects to completion. You communicate effectively across audiences, from CFOs and Controllers to engineers, adapting your style to build trust and alignment. Collaborative and dependable, you partner with subject matter experts and cross-functional teams to balance customer requirements with practical solutions, ensuring customers realize value from Tabs quickly and successfully.
Experience
4–6+ years of experience in implementation, customer onboarding, or consulting at an early-stage startup, fast-growth SaaS company, or top consulting firm.
Strong technical aptitude: able to assess customer systems and design solutions leveraging Tabs.
Proven ability to drive execution in environments where solutions may be imperfect and require creativity.
Deep experience serving as a customer facing project lead with highly complex implementations.
Nice to Have
Hands-on experience with ERP integrations (e.g., NetSuite, Sage) at a fintech, SaaS, or consulting firm.
Additional Information
This role is based in New York City with 5 days a week in-office at our Soho office.
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.