Deployment Strategist
Leads customer onboarding and implementation of AI-native revenue platform, serving as accounting systems expert. Guides integrations with ERPs/CRMs, manages projects, and collaborates cross-functionally for successful go-live. Requires 4-6+ years in implementations at startups.
About the job
What You’ll Do
- Be a Subject Matter Expert in accounting systems: Partner with customers and internal teams to navigate complex accounting requirements and ensure seamless ERP and finance integrations.
- Lead implementations from start to finish: Learn each customer’s tech stack, map current business processes to Tabs’ product offering, and guide them through integrations with ERPs, CRMs, Tax, Payments, and other systems. Support testing, piloting, and go-live on Tabs for critical finance and billing workflows.
- Coach and guide internal teams: Share accounting best practices with colleagues to ensure implementations reflect both technical precision and financial rigor.
- Partner with the software team: Identify product gaps, escalate issues, and collaborate with Implementation and Engineering teams to find scalable solutions.
- Drive project management: Manage requirements, set clear timelines, and hold customers accountable to implementation milestones. For complex multi-month projects, develop and maintain detailed implementation roadmaps.
- Manage stakeholders: Build productive customer relationships, engage with CFOs, controllers, finance leaders, and system administrators, and ensure all stakeholders are aligned on progress, blockers, and next steps.
Who You Are
You are a proactive self-starter who thrives in fast-paced, ambiguous environments and enjoys building playbooks and processes from scratch. With deep expertise in accounting principles and technical systems, you’re comfortable getting hands-on with both finance concepts and integrations, and excel at designing and executing implementation plans.
Experience
- 4–6+ years in implementation or customer onboarding at early-stage startups, with demonstrated ability to work with imperfect solutions and collaborate closely with customers.
- Strong technical acumen, able to assess both a customer’s technical stack and Tabs’ product to design advanced workflows.
- Equally comfortable in accounting and technical environments, engaging with finance leaders, controllers, and technical teams.
- Experience integrating ERPs such as NetSuite or Sage, ideally in a fintech or SaaS environment (nice to have).
- Background with finance and accounting software; Big Four or CPA certification a plus.
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
Skills
NetSuite, Sage, ERP, CRM, Accounting Systems, Project Management, Integrations, Fintech, SaaS, Accounting Principles
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