Implementation Team Lead

Tabs • New York, NY

16d • Onsite

About The Position

Tabs is hiring an Implementation Team Lead to play a hybrid player coach role as we scale our customer delivery function. This person will manage and mentor a small team of Implementation Managers while remaining hands on with key strategic implementations. You will help shape how Tabs delivers revenue automation solutions to finance and accounting teams, partnering closely with Product, Engineering, and Operations to build scalable processes that ensure successful go lives.

Requirements

• 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
• Based in New York City, available to work 5 days per week in office at our Soho HQ

Nice To Haves

• Background in accounting or finance software; CPA or Big Four experience is a plus

Responsibilities

• Lead and Coach a Team: Manage a small group of Implementation Managers, providing guidance, feedback, and development support. Model best-in-class project delivery and customer communication.
• Own Strategic Implementations: Lead end to end onboarding for complex or high impact customers, mapping business processes, configuring Tabs, managing ERP integrations (NetSuite, QuickBooks), and ensuring smooth go live.
• Drive Process Improvement: Partner with the Head of Implementation to refine playbooks, standardize workflows, and improve internal tooling and data visibility.
• Act as a Customer SME: Communicate accounting and revenue recognition concepts clearly to customers, ensuring seamless alignment between Tabs’ platform and clients’ accounting requirements.
• Collaborate Cross Functionally: Work closely with Product, Engineering, and Operations to surface insights from implementations, identify product gaps, and help prioritize enhancements.
• Ensure Team Excellence: Track delivery metrics, identify blockers, and implement coaching or process changes to maintain quality, speed, and customer satisfaction.
• Build for Scale: Contribute to hiring, onboarding, and knowledge sharing practices that strengthen the Implementation function as Tabs grows.

Benefits

• Competitive compensation and equity
• Up to 100% employer covered monthly healthcare premium (medical, dental, vision)
• Daily meal stipend for in office days
• Tax free commuter and parking benefits
• Parental leave up to 12 weeks
• Voluntary insurances (Life, Hospital, Critical Illness, Accident)
• Employee Assistance Program (Rightway)
• Unlimited PTO
• 401k

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed