Deployment Team Lead

What You’ll Do

• Lead & coach a small team of Deployment Strategists: 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 VP of Client Services 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