Tabs
AI-native revenue platform
SalesEngineer
Neural analysis suggests this role is
optimal for Mid candidates.
“Sales Engineer at Tabs. Skills: Sales Engineering, SaaS, Fintech. Partner with finance leaders. Demonstrate platform capabilities”
Industry & Context.
Solving business problems; Technical and business problem-solving
What They're Looking For.
Must Have
4+ in a customer-facing technical role such as Sales Engineer, Solutions Consultant, Solutions Architect, or Pre-Sales at a B2B SaaS or fintech company, Track record of owning the technical side of complex, multi-stakeholder deals from discovery through close, Hands-on experience with ERP, CRM, or billing platform integrations in a pre-sales context, demo and presentation skills across both technical and executive audiences
Nice to Have
Familiarity with finance or accounting workflows is a plus, not a requirement, but you should be able to get up to speed fast and earn credibility with Controllers and CFOs, Experience at an early-stage company or in a role where you were building process alongside executing is a plus
What You'll Do.
Partner with finance leaders
Demonstrate platform capabilities
Manage pre-sales projects
Conduct proof-of-concept development
Support Go-to-Market team
Provide guidance on integrating Tabs
Maintain relationships with decision-makers
How You'll Work.
Team & Collaboration
Collaborate with Implementation team; Work with Go-to-Market team; Partner with finance and accounting leaders
Communication Scope
Excellent presentation skills; Explain technical solutions to non-technical audiences
Process & Methodology
Manage pre-sales projects
Full Job Description
Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate 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 https://lsvp.com, General Catalyst https://www.generalcatalyst.com, and Primary https://www.primary.vc. The team is headquartered in New York and brings deep expertise in finance and AI. About the Role Tabs is hiring a Sales Engineer 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 technic
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