Product Delivery Strategist

What You'll Do

• Own delivery end-to-end: Take customer projects from scoping through launch, managing scope, timelines, and stakeholder communication across a range of project sizes and urgency levels.
• Act as a mini-PM: Clarify requirements, define scope, set milestones, and drive execution across internal and external stakeholders. Hold customers and teammates accountable to commitments.
• Translate customer needs into solutions: Partner with customers to understand their workflows, data, and operational realities, then map those needs to what Tabs can deliver — through existing functionality, creative configuration, or new builds.
• Partner with product and engineering: Identify gaps, escalate issues, and collaborate on solutions when out-of-the-box functionality isn't enough. Document learnings to inform the product roadmap.
• Investigate and resolve customer issues: Operate in an FDE-style capacity when needed — digging into customer environments, third-party tools (ERPs, CRMs, payment and tax vendors), and edge cases to unblock progress.
• Manage stakeholders: Build trusted relationships with customer-side operators, finance leaders, and system admins. Keep all parties aligned on priorities, risks, and next steps.
• Document and scale: Capture learnings, patterns, and playbooks so the team gets faster and sharper with every project.

Who You Are

• Proactive self-starter who thrives in ambiguity and doesn't wait for perfect requirements to move forward.
• Resourceful and pragmatic — gather context quickly, make reasonable assumptions, and find ways to unblock yourself and others.
• Communicate clearly across audiences (finance leaders, engineers, CS partners).
• Strong problem-solver and project manager who anticipates challenges, weighs tradeoffs between speed and quality, and drives projects to completion.
• Systems-minded — comfortable reasoning about how pieces fit together, where edge cases live, and what could break.

Requirements

• 3+ years in implementation, solutions, customer onboarding, technical project management, or a similar customer-facing role at a startup or fast-paced SaaS environment.
• Demonstrated ability to scope and drive projects end-to-end in ambiguous environments, working with imperfect requirements and tight timelines.
• Strong technical acumen — able to assess a customer's stack, reason about APIs, data flows, and integrations, and design workflows that hold up in production.
• Excellent cross-functional communicator with experience managing customer relationships and internal stakeholders simultaneously.

Nice to Have

• Familiarity with SQL, Python, or confidence picking it up quickly.
• Light Python experience, or willingness to learn enough to be self-sufficient on lightweight tooling.
• Experience working in or alongside finance, accounting, or B2B operations workflows.
• Exposure to ERPs, CRMs, or payment/tax systems (e.g., NetSuite, Salesforce, QuickBooks).
• Advanced spreadsheet skills (Google Sheets / Excel).
• Prior FDE or forward-deployed style experience investigating live customer environments.