Deployment Team Lead

About the role

Tabs is hiring a Deployment Team Lead to be a hands-on player/coach as we scale our customer delivery function. In this role, you’ll manage and mentor a small team of Deployment Strategists while remaining actively involved in strategic, high-impact implementations.

Responsibilities

• 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.

Requirements

• Hands-on leader who excels at delivering complex projects while developing team members
• 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

Qualifications

• 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

Skills

• Strong leadership and coaching skills
• Ability to translate finance requirements into implementation decisions
• Experience with ERP systems (NetSuite, QuickBooks)
• Strong understanding of revenue recognition standards (ASC 606)
• Effective communication and collaboration skills

Benefits

• 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 in 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
• 401(k)

Pay

$175K - $205K

Schedule

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