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Solutions Consultant

About the Company 

Tabs is an AI-powered revenue automation platform for B2B businesses. Using the power of AI, Tabs is able to understand and extract elements from even the most complex B2B contracts and then power automated billing, revenue recognition and reporting workflows. Our customers use Tabs to eliminate manual work, collect cash faster, streamline operations, and increase business model flexibility. Tabs is a Series A hyper growth company based in New York that has raised $35m to date from top-tiers VCs like Lightspeed and Primary Ventures.

About the Role 

Tabs is hiring a Solutions Consultant based in New York to play an integral role in our pre-sales process helping craft solutions and be a thought partner to both our Go-to-Market organization and our clients. This is a perfect role for someone who is looking to join an exceptional team at the earliest stages and have a massive hand in our growth acceleration.

What You’ll Do

  • Partner closely with finance and accounting leaders to demonstrate the capabilities of the Tabs platform, focusing on solving business problems and articulating end-to-end workflows

  • Manage pre-sales projects, ensuring the feasibility of proposed solutions and conducting proof-of-concept development in close collaboration with the Implementation team at Tabs to ensure tight alignment with product capabilities

  • Support the Go-to-Market team by offering a consultative and solutions-oriented approach in meetings with prospects, and translating those solutions into workflow maps, implementation proposals and other materials and assets

  • Provide guidance on integrating Tabs into clients' broader tech stack, which often involves navigating complex systems like ERP, CRM, and BI tools

  • Maintain strong relationships with key decision-makers, ensuring a consultative approach to technical and business problem-solving

Who You Are

  • Customer EQ – Genuinely interested in learning about prospects, their businesses, and their challenges. Ability to connect with users/buyers and take a consultative approach to solving customers’ needs.

  • Curious & Intelligent – Ability to turn curiosity into knowledge; to synthesize and distill lots of disparate information; to master a new and complex subject or product.

  • Autonomy – Can successfully operate autonomously, and is experienced with capturing and communicating representative metrics and results.

  • Commercial Savvy – Strong understanding of commercial dynamics and stakeholder management.

  • Exceptional Communicator – Excellent presentation skills, evidenced by an ability to explain technical solutions to non-technical audiences both verbally and visually.

Requirements

  • 4+ years of overall experience, ideally in both a tech-focused company as well as a more corporate environment

  • 2+ year in Solutions Consulting or similar roles (e.g. Solutions Architecture, Solutions Engineering, Technical Account Management) in SaaS or Fintech

  • Familiarity with how systems like ERPs or CRMs integrate in a complex  technology stack and be able to drive technical consultative partnership with CFOs and Controllers

  • Bonus points for experience in accounting, either as a CPA or prior experience working directly with accountants/controllers

Why Join Us

  • Impact – Drive incredible impact as the first full-time dedicated Solutions Consultant. Play an integral role with our Go-to-Market team in our commercial success, and help craft the playbook for a critical function as we scale at Tabs.

  • Opportunity for growth – This role will require tremendous cross-functional collaboration between Go-to-Market, Implementation, Product and Engineering and there is a clear path to leading the Solutions Consulting organization as it scales.

  • High-performing, high-caliber team – We have a high talent bar and a thriving, collaborative in-person culture. We love dissecting problems and whiteboarding out creative solutions.

Perks and Benefits

  • Competitive compensation and equity 

  • 100% coverage for healthcare (Medical, Dental and Vision)

  • Daily meal and coffee stipend for in-office days

  • Tax free contribution to commuter benefits

While we are open to candidates from a wide variety of backgrounds, we expect this role to be an especially good fit for candidates with 3+ years of experience, and ideally having worked in early-stage startups. We are an in-person NYC based team with offices in midtown Manhattan (4 days a week in office).

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What You Should Know About Solutions Consultant, TABS

Join the innovative team at Tabs as a Solutions Consultant in New York! Here at Tabs, we have developed an AI-powered revenue automation platform that is transforming the B2B landscape. In this role, you'll be at the forefront of our pre-sales initiatives, closely collaborating with our Go-to-Market organization and clients to create robust solutions. You'll engage directly with finance and accounting leaders, demonstrating how our platform addresses their unique challenges and streamlines their workflows. This position is perfect for someone eager to become a key player in a hyper-growth environment and genuinely influence our trajectory. Your responsibilities will include managing pre-sales projects, working alongside the Implementation team, and crafting detailed solutions that align with client needs. While teaming up with potential clients, you will provide insights on integrating our platform into their existing tech stack, ensuring a seamless experience. At Tabs, we value Customer EQ, curiosity, autonomy, commercial savvy, and exceptional communication skills. If you have a passion for tech and are ready to tackle complex problems in a collaborative setting, you’ll flourish in this position. We're looking for someone with a background in Solutions Consulting or similar roles in SaaS or Fintech, who is excited to make a significant impact as one of our first dedicated Solutions Consultants. Join us for this thrilling opportunity and be part of a high-caliber team driving incredible results in a fast-paced environment!

Frequently Asked Questions (FAQs) for Solutions Consultant Role at TABS
What does a Solutions Consultant at Tabs in New York do?

As a Solutions Consultant at Tabs, you will play a crucial role in our pre-sales process. This includes working closely with finance and accounting leaders to demonstrate our AI-powered revenue automation capabilities, crafting tailored solutions, managing pre-sales projects, and collaborating with the Implementation team to ensure alignment with our platform's functionalities.

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What qualifications are needed for the Solutions Consultant position at Tabs?

To qualify for the Solutions Consultant role at Tabs, candidates should have over 4 years of experience, ideally including 2 years in Solutions Consulting or similar positions within SaaS or Fintech. Familiarity with complex tech stacks such as ERPs and CRMs is also essential. Bonus points for those with an accounting background, like being a CPA or having prior experience with accountants/controllers.

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How can a Solutions Consultant impact Tabs' growth?

A Solutions Consultant at Tabs can significantly impact our growth by leveraging their unique skills to ensure a consultative approach in meetings with prospects and translating these insights into actionable proposals. By fostering strong relationships with key decision-makers and contributing to the Go-to-Market strategy, you will play a vital role in driving commercial success and shaping the future of our consulting function.

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What kind of projects will a Solutions Consultant at Tabs manage?

In this role, a Solutions Consultant at Tabs will manage pre-sales projects, engage in proof-of-concept development, and oversee the feasibility of proposed solutions. You'll work in close collaboration with the Implementation team to ensure all proposed solutions align with Tabs' product capabilities and client expectations.

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What are the perks of being a Solutions Consultant at Tabs?

Being a Solutions Consultant at Tabs comes with many perks! You will enjoy competitive compensation and equity, 100% healthcare coverage, a daily meal stipend for in-office days, and tax-free contributions to commuter benefits. Plus, you’ll join a high-performing team that values collaboration and problem-solving in a thriving culture.

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Common Interview Questions for Solutions Consultant
What is your experience with solutions consulting in tech environments?

Highlight specific projects you've worked on that demonstrate your ability to solve complex problems through a consultative approach. Share how you've collaborated with various stakeholders to deliver solutions that meet client needs.

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How do you approach understanding a client's business problems?

Discuss the importance of asking open-ended questions to grasp a client's needs thoroughly. Explain how you synthesize information and tailor your approach based on their unique requirements and challenges.

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Can you provide an example of a successful pre-sales project you've managed?

Be prepared to outline a specific project where you played a crucial role in the pre-sales process. Discuss the challenges faced, your strategic approach, and the outcome that benefited both the client and your organization.

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How do you ensure alignment between technical solutions and clients' existing tech stacks?

Explain your process for assessing a client's current technology and how you identify integration points. Discuss your communication strategies with both technical and non-technical stakeholders to ensure smooth alignment.

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What strategies do you employ to build relationships with key decision-makers?

Focus on the importance of trust and transparency. Talk about your ability to actively listen to their needs, respond to feedback, and provide value through insightful recommendations and support.

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What do you know about Tabs and its products?

Demonstrate your knowledge of Tabs’ AI-powered revenue automation platform. Discuss its capabilities, target audience, and how it addresses specific pain points in the B2B revenue process, demonstrating your genuine interest in the company.

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How do you balance multiple projects while maintaining quality?

Share your approaches to prioritization and time management. Discuss tools or methodologies you use to keep track of your tasks and ensure that quality remains high across all ongoing projects.

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What role does data play in your consultative processes?

Discuss how you leverage data to inform your consulting approach and assist in making data-driven decisions. Highlight examples where data insights guided your recommendations and improved outcomes.

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What are your strategies for effectively communicating complex technical concepts to non-technical audiences?

Emphasize the importance of using clear, simplified language and visual aids. Share examples of how you've tailored your presentations and explanations to suit different audiences' levels of technical understanding.

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How do you approach ongoing learning about industry trends and technologies?

Discuss your commitment to continuous learning, whether through online courses, industry publications, or networking events. Highlight how staying informed influences your consulting practice and benefits client relationships.

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Full-time, on-site
DATE POSTED
January 6, 2025

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