Technical Onboarding Specialist
3 weeks ago
Tabs empowers B2B businesses to automate revenue streams with its cutting-edge AI technology. Based in New York, we're a Series A hyper-growth company backed by top-tier VCs like Lightspeed and Primary Ventures. With $35m in funding, we're revolutionizing B2B revenue management and are now seeking a seasoned Financial Implementation Manager to join our team.
The Role
This key position involves supporting signed customers throughout the implementation process, collaborating with internal teams to develop new features, and driving requirements to meet implementation milestones. As a founding member of the Implementation Team, you'll shape the department's development and contribute to the success of our customers.
Key Responsibilities:
- Lead implementation from start to completion, including learning the customer's tech stack, mapping their current business processes, and guiding them through the adoption and installation of Tabs products.
- Partner with the software team to identify customer needs and implement solutions, ensuring a smooth onboarding process.
- Project manage customer requirements and collaborate with internal teams to develop new features based on customer feedback.
- Stakeholder manage by building productive relationships with customers and keeping them informed of implementation progress.
- Cross-functionally collaborate with Sales, Customer Success, and Support to ensure seamless transitions and effective issue resolution.
- A proactive self-starter with excellent communication skills, comfortable navigating ambiguous environments and technical concepts.
- 4-6+ years of experience in implementation or customer onboarding at early-stage startups, with a proven track record of managing complex projects and building customer relationships.
- Solid understanding of technical concepts, including accounting and financial systems, and experience working with ERPs, CRMs, Tax, Payments, and other integrated platforms.
- Competitive compensation and equity package
- 100% healthcare coverage
- Daily meal and coffee stipend
- Tax-free commuter benefits
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