Senior Solutions Consultant at Tabs | New York City

Tabs is at the forefront of innovation as the premier AI-driven revenue platform designed for contemporary finance and accounting teams. Our platform streamlines the entire contract-to-cash process, encompassing billing, collections, revenue recognition, and comprehensive reporting, empowering teams to eliminate tedious manual tasks and enhance cash flow efficiency.High-growth enterprises such as Cursor and Statsig leverage Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606 regulations.Founded in 2023, Tabs has successfully secured over $91 million in funding from Lightspeed Venture Partners, General Catalyst, and Primary. With our headquarters in New York, we bring a wealth of expertise in finance and artificial intelligence.About the RoleWe are seeking a Senior Solutions Consultant based in New York to play a pivotal role in our pre-sales processes. You will collaborate closely with our Go-to-Market team and our clients to design tailored solutions. This is an exceptional opportunity for individuals eager to contribute significantly to our growth trajectory at the early stages of our company.What You’ll DoCollaborate with finance and accounting leaders to showcase the capabilities of the Tabs platform, emphasizing solutions to business challenges and articulating comprehensive workflows.Oversee pre-sales projects, ensuring the practicality of proposed solutions while working closely with the Implementation team on proof-of-concept developments that align with our product offerings.Support the Go-to-Market team by providing a consultative, solutions-oriented perspective in meetings with potential clients, translating these solutions into workflow maps, implementation proposals, and related materials.Advise clients on integrating Tabs into their existing technology ecosystem, often involving complex systems such as ERP, CRM, and BI tools.Cultivate and maintain robust relationships with key decision-makers, ensuring a consultative approach to resolving technical and business challenges.

Tabs is looking for a Software Engineer to join the team in New York City. The focus is on building software that helps users interact more effectively with Tabs products. Collaboration is a key part of the work, with regular interaction alongside engineers and other team members. What you will do Develop applications that improve and support the user experience Partner with colleagues from different disciplines to deliver dependable software Location This role is based in New York City, NY.

Tabs is at the forefront of revolutionizing finance and accounting with our cutting-edge AI-native revenue platform. Our innovative solutions streamline the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting. By automating these processes, we empower finance teams to reduce manual labor and expedite cash flow.Leading companies such as Cursor and Statsig trust Tabs to automate their invoicing directly from contracts, facilitate real-time payment reconciliation, and ensure compliance with ASC 606 standards.Founded in 2023, Tabs has successfully secured over $91 million in funding from renowned investors like Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters in New York City is home to a team of experts with profound knowledge in finance and AI.About the RoleWe are seeking a Solutions Consultant based in New York to play a pivotal role in our pre-sales efforts. This position involves collaborating closely with our Go-to-Market team and clients to design tailored solutions. This is an excellent opportunity for a motivated individual eager to contribute significantly to our early-stage growth.What You’ll DoWork in partnership with finance and accounting leaders to showcase the capabilities of the Tabs platform, focusing on resolving business challenges and illustrating comprehensive workflows.Oversee pre-sales initiatives, ensuring the viability of proposed solutions while collaborating with the Implementation team at Tabs to develop proof-of-concept projects that align with our product capabilities.Support the Go-to-Market team by providing a consultative and solutions-focused approach during meetings with prospective clients, transforming those insights into workflow maps, implementation proposals, and other relevant materials.Advise on the integration of Tabs into clients' existing tech ecosystems, often requiring the navigation of complex systems including ERP, CRM, and BI tools.Cultivate and maintain strong relationships with key decision-makers, ensuring a consultative approach to both technical and business problem-solving.

Tabs stands at the forefront of the AI-native revenue platform, empowering modern finance and accounting teams to streamline their operations. By automating the entire contract-to-cash lifecycle—encompassing billing, collections, revenue recognition, and reporting—Tabs enables teams to minimize manual tasks and enhance cash flow.High-growth enterprises such as Cursor and Statsig trust Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606 standards.Founded in 2023, Tabs has successfully raised over $91 million from prestigious investors including Lightspeed Venture Partners, General Catalyst, and Primary. The company is headquartered in New York and boasts a team with extensive expertise in finance and AI.About the RoleWe are seeking a knowledgeable Senior Product Manager to take charge of Tabs’ usage data products. This role involves overseeing the systems that ingest, process, and summarize usage data, which are critical for usage-based billing and insightful reporting.This position plays a crucial role at the convergence of product strategy, data infrastructure, and financial systems design. You will define the vision, roadmap, and execution strategy for the flow of usage data through the Tabs platform, guaranteeing its accuracy, scalability, and reliability as our customers implement more advanced pricing models.You will have the chance to influence how finance and RevOps teams interpret and trust their usage data, crafting solutions that simplify, clarify, and automate complex metering and billing processes.How We WorkWe work diligently. Our one-week sprints, weekly shipping goals, and brief feedback cycles are designed for effective intra-month product releases.We work intelligently. We prioritize customer engagement and utilize data and feedback to inform our decisions while considering the broader objectives.We collaborate effectively. Our in-office culture fosters teamwork with colleagues you enjoy working alongside, equipped with plenty of whiteboard space, and we cover expenses for coffee, lunch, and dinner during office hours.What You’ll DoLead the strategy, roadmap, and delivery for Tabs’ usage data ingestion and summarization systems....

Tabs stands at the forefront of innovation as the premier AI-native revenue platform tailored for modern finance and accounting teams. Our cutting-edge platform automates the entire contract-to-cash lifecycle—including billing, collections, revenue recognition, and reporting—empowering teams to eliminate tedious manual tasks and enhance cash flow efficiency.High-growth companies such as Cursor and Statsig trust Tabs to seamlessly generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.Established in 2023, Tabs has successfully secured over $91 million in funding from renowned investors including Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters in New York City is home to a team with profound expertise in finance and AI.About the RoleWe are seeking a talented and experienced Product Designer to join our New York team. In this role, you will collaborate closely with product managers and engineers to craft clear, effective workflows and deliver intuitive user experiences for our clients. Our design toolkit includes Figma for design and prototyping, UserTesting for research, and Posthog for analytics. This position is based onsite at our vibrant SoHo office.About the TeamThe Tabs Product, Design, and Engineering team consists of 6 Product Managers, 30 engineers, and 1 design lead. You will join as the second designer, working closely with roughly half of our engineering pods. Additionally, you will collaborate with our front-end platform team to develop scalable components and maintain design standards that enable engineering to operate swiftly and consistently.About You5–10 years of product design experience in high-growth software companies, ideally within multiple stages such as Series B or CA robust portfolio demonstrating end-to-end ownership, insightful problem framing, and a clean, intuitive user interface for complex workflowsExperience in designing B2B SaaS products, particularly with data-heavy, multi-step, or domain-specific user journeysIn-depth experience with design systems and the ability to work collaboratively with engineers to implement them effectively

Tabs is an innovative AI-driven revenue platform tailored for contemporary finance and accounting teams. Our solution automates the entire contract-to-cash process, encompassing billing, collections, revenue recognition, and reporting, empowering teams to minimize manual tasks and enhance cash flow efficiency.High-growth companies such as Cursor and Statsig trust Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606 regulations.Founded in 2023, Tabs has successfully secured over $91 million in funding from Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters is located in New York, where our team brings extensive expertise in finance and artificial intelligence.About the RoleAs the Product Marketing Manager, you will craft and implement the go-to-market strategy for Tabs’ revenue platform, emphasizing how integrations and ecosystem capabilities enhance the core product narrative. This role will be pivotal in shaping product positioning, orchestrating launches, and facilitating enablement to drive product adoption, increase revenue, and establish long-term differentiation in the market.What You’ll DoLead the positioning, messaging, and differentiation efforts for Revenue and Reporting product lines, translating technical features into compelling customer value propositions.Oversee comprehensive product launches: including launch planning, internal readiness, external messaging, content creation, and post-launch performance evaluation.Collaborate closely with Product Managers (typically 2–3 PMs per PMM) to establish go-to-market strategies, prioritization, and launch timelines.Develop impactful sales and customer enablement resources such as playbooks, battlecards, pitch decks, product one-pagers, and demo scripts.Craft external marketing materials including website copy, product announcements, PR briefs, case studies, and campaign messaging.Conduct market research, competitive intelligence, and win/loss analysis to guide roadmap priorities and product positioning.Coordinate cross-functional go-to-market execution with Sales, Customer Success, Partnerships, and Marketing teams to ensure consistent messaging and measurable adoption.

Tabs stands at the forefront of revolutionizing finance and accounting with our innovative AI-native revenue platform. We empower modern finance teams by automating the contract-to-cash lifecycle—spanning billing, collections, revenue recognition, and reporting. Our mission is to eliminate tedious manual processes and expedite cash flow, allowing teams to focus on what truly matters.High-growth companies such as Cursor and Statsig trust Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606.Founded in 2023, Tabs has successfully raised over $91 million in funding from renowned investors including Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters in New York is home to a team rich in expertise in finance and artificial intelligence.About the RoleWe are on the lookout for a talented Staff Software Engineer to join our dynamic team and collaborate closely with our CTO in driving the development and scalability of our groundbreaking technologies. In this pivotal role at our early-stage startup, you will have the unique opportunity to influence the strategic direction of the company and make a significant impact on our collective success.How We OperateWe believe in hard work. Our one-week sprints, weekly shipping goals, and short feedback cycles enable us to achieve intra-month product releases efficiently.We work intelligently. By engaging directly with customers and leveraging both data and user feedback, we drive informed decisions while keeping an eye on the overarching goals.We cultivate collaboration. Our in-office culture fosters connections with colleagues you enjoy working alongside. We provide ample whiteboard space and cover expenses for coffee, lunch, and dinner when you’re in the office.What You Will AccomplishLead complex technical projects from inception to completion, overseeing architecture, implementation, and production deployment.Design and enhance highly reliable, secure, and efficient systems that support Tabs’ AI-driven workflows.Work closely with the CTO and product team to ensure engineering efforts align with company objectives.Mentor and support fellow engineers, elevating technical excellence and fostering best practices.Contribute to building the culture of innovation and collaboration within Tabs.

Tabs is at the forefront of revolutionizing finance and accounting through our innovative AI-native revenue platform. Our solution automates the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, enabling finance teams to minimize manual processes and accelerate cash flow.High-growth companies like Cursor and Statsig utilize Tabs to effortlessly generate invoices directly from contracts, reconcile payments in real time, and ensure compliance with ASC 606.Founded in 2023, Tabs has successfully raised over $91 million from prominent investors such as Lightspeed Venture Partners, General Catalyst, and Primary. Our team, based in New York, consists of experts in finance and artificial intelligence.Our MissionWe empower the one-person finance team with artificial intelligence products that automate accounting operations, communication, and reporting. Our advanced systems relieve finance leaders from the stress of updating contact details for invoices, allowing them to focus on strategic initiatives and business vision.The RoleWe are assembling a dynamic team of innovative product engineers to join our AI division as full-stack developers. This is an in-person role located in New York City.You will take ownership of designing and implementing automation, AI, and ML features from initial concept to release and integration.This role requires forward-thinking engineers who can push beyond pattern matching to uncover new insights and solutions.You will collaborate closely with company leadership and the founding team to deliver high-impact projects that significantly influence our market positioning.Ideal CandidateDemonstrated experience in building greenfield products, achieving 80% accuracy, and learning from the remaining 20%.Proven track record of taking ownership and driving projects to successful completion.A minimum of 3-5 years of full-stack engineering experience directly contributing to product and feature delivery.At least 1 year of experience working with AI and ML technologies.

Tabs is an innovative AI-driven revenue platform designed specifically for modern finance and accounting teams. Our solution automates the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting, empowering teams to minimize manual processes and expedite cash flow.High-growth enterprises like Cursor and Statsig trust Tabs to streamline their operations by generating invoices directly from contracts, reconciling payments in real-time, and ensuring compliance with ASC 606 regulations.Founded in 2023, Tabs has secured over $91 million in funding from prominent investors including Lightspeed Venture Partners, General Catalyst, and Primary. We are headquartered in New York City and our team boasts extensive expertise in finance and artificial intelligence.About the RoleTabs is seeking a dedicated Senior Solutions Consultant based in New York City to be a key contributor in our post-sales process. This role is essential for crafting tailored solutions and serving as a strategic partner to both our Post-Sales organization and our clients. It’s an excellent opportunity for someone eager to join a dynamic team in its formative stages and significantly influence our growth trajectory.What You’ll DoShowcase the Tabs platform to clients, emphasizing solutions to their business challenges and illustrating end-to-end workflows.Facilitate discovery and scoping sessions, particularly addressing technical ASC 606 revenue recognition needs; convert findings into actionable implementation plans.Design and implement proof-of-concept (PoC) initiatives to validate proposed solutions and mitigate risks associated with implementations.Consult on and oversee post-sales projects to ensure clarity, viability, and timely delivery of solutions.Develop workflow diagrams, implementation proposals, technical scopes, and other client-facing materials.Act as an internal advocate for clients—identify needs, resolve challenges, and drive alignment when necessary.Provide constructive feedback when client requests conflict with product strategy or feasibility, fostering collaborative solutions.Cultivate and sustain strong relationships with key stakeholders and decision-makers.

Tabs stands at the forefront of innovation as an AI-native revenue platform tailored for contemporary finance and accounting teams. Our advanced solutions streamline the entire contract-to-cash lifecycle, encompassing billing, collections, revenue recognition, and reporting, thereby empowering teams to eliminate manual processes and expedite cash flow.Our esteemed clients, including Cursor and Statsig, trust Tabs to seamlessly generate invoices directly from contracts, facilitate real-time payment reconciliation, and ensure compliance with ASC 606.Founded in 2023, Tabs has successfully secured over $91 million in funding from renowned investors such as Lightspeed Venture Partners, General Catalyst, and Primary. Headquartered in New York, our team is composed of experts with deep knowledge in finance and AI.About the RoleAs our inaugural Data Engineer, you will be instrumental in constructing the foundational data infrastructure that fuels our internal KPIs, drives customer insights, and enhances our AI systems. Your primary objective will be to design and implement a robust data platform that supports our core metrics and prepares us for long-term analytical scalability.This position is ideally suited for an engineer with a proven track record of developing end-to-end data platforms and who seeks ownership over the complete data stack. You thrive in ambiguous settings and are committed to delivering tangible business outcomes.Key ResponsibilitiesArchitect and implement our inaugural scalable data warehouse/lakehouse to bolster KPIs.Develop and manage dependable data pipelines (batch and/or streaming) from application databases and third-party tools.Collaborate with leadership to convert business metrics into actionable data models and schemas.Establish and maintain data modeling standards and best practices.Implement monitoring, data quality checks, and observability for pipelines and core tables.Empower BI and data analysts with well-structured models and self-service friendly datasets.Document the data platform (lineage, definitions, contracts) and assist in creating a unified source of truth for metrics.

Join Tabs as a Software Engineer specializing in Billing & Payments. In this role, you will be instrumental in developing and enhancing our payment processing systems, ensuring seamless financial transactions for our users.Your expertise will help drive innovations that improve user experience and operational efficiency. If you are passionate about technology and financial solutions, we want to hear from you!

Tabs stands at the forefront of innovation as the premier AI-driven revenue platform tailored for contemporary finance and accounting teams. Our platform revolutionizes the contract-to-cash lifecycle, automating essential processes such as billing, collections, revenue recognition, and reporting. This enables teams to minimize manual tasks and optimize cash flow.High-growth organizations, including Cursor and Statsig, trust Tabs to seamlessly generate invoices from contracts, facilitate real-time payment reconciliation, and ensure compliance with ASC 606.Founded in 2023, Tabs has successfully secured over $91 million in funding from leading investors such as Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters in New York is powered by a team with profound expertise in finance and artificial intelligence.About the RoleThe Partner Marketing Manager will spearhead the development and execution of Tabs’ partner go-to-market strategy, crafting a cohesive approach that integrates product, accounting, and ecosystem partnerships into our positioning, launch strategies, and revenue initiatives. This role will play a pivotal part in driving pipeline growth, enhancing product adoption, and differentiating our platform by articulating clear, scalable “better together” messages that highlight the synergy of our integrations and partnerships.What You’ll DoOversee the comprehensive go-to-market strategy for product, accounting, and ecosystem partners, focusing on segmentation, positioning, and launch execution.Create compelling “better together” narratives that demonstrate joint value and bolster Tabs’ platform messaging.Gain in-depth insights into partner personas and how Tabs’ offerings and integrations enhance their operational workflows.Lead and implement collaborative partner launches and co-marketing efforts through campaigns, content, and tailored partner resources.Empower Sales and Customer Success teams with strategic playbooks, training materials, and collateral aimed at driving pipeline growth and adoption.Establish a scalable partner marketing framework that includes processes, templates, reporting, and event strategies to enhance our go-to-market efforts.

Tabs is a pioneering AI-driven revenue platform designed specifically for contemporary finance and accounting teams. Our innovative Tabs agents streamline the entire contract-to-cash process, encompassing billing, collections, revenue recognition, and reporting, thus empowering teams to eradicate manual tasks and expedite cash flow.High-growth companies, such as Cursor and Statsig, trust Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and automate ASC 606 compliance.Founded in 2023, Tabs has successfully raised over $91 million from reputable investors including Lightspeed Venture Partners, General Catalyst, and Primary. Our headquarters are located in New York, where our team combines extensive expertise in finance and artificial intelligence.About the RoleWe are seeking an Engineering Manager to spearhead a product engineering team focused on developing core functionalities of the Tabs platform. In this role, you will oversee team leadership, project execution, and pivotal technical decisions, collaborating closely with Product and Design teams.This position is perfect for individuals who thrive on building high-performing teams, enhancing engineering processes, and delivering impactful software in a dynamic environment.What You’ll DoLead and mentor a team of software engineers through constructive feedback and career development initiatives.Take ownership of delivery planning and execution, ensuring predictable, high-quality outcomes.Collaborate with Product and Design teams to outline project scope, timelines, and technical strategies.Guide architectural and technical decisions, maintaining rigorous quality standards.Enhance engineering processes, tools, and team well-being over time.Recruit and onboard new engineers as the team expands.Who You AreA people-centric engineering leader passionate about nurturing the growth of fellow engineers.Adept at navigating ambiguity and making pragmatic decisions.Strong communicator and collaborator, skilled in fostering a positive team environment.

About YouYou are an innovative problem-solver who excels at tackling complex challenges, quickly assimilating new information, and applying your knowledge to foster progress. You are motivated by significant challenges, and you take ownership of outcomes. Your passion for assisting others shines through as you thrive in collaborative environments, finding inspiration in shared achievements. You appreciate rapid iteration and constructive feedback from both your colleagues and customers. As an early riser, you are eager for your next adventure.About UsLevelpath is a cutting-edge AI procurement platform designed for global enterprises. Since our inception in 2022, we have been dedicated to transforming procurement into a seamless experience. With its intuitive design, Levelpath enables agile procurement in mere days and unlocks savings within weeks while providing clarity, control, and intelligence to all stakeholders. Our platform offers a comprehensive view of spending for procurement, finance, legal, and IT—from intake and sourcing to contracting and payment. Our AI capabilities deliver contextually relevant and genuinely helpful insights, uncovering valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath’s extensive procurement expertise to revolutionize their business outcomes and maximize value from their supplier relationships.Pathfinders Wanted - Join Us!We are seeking a Solutions Consultant to aid in scaling our platform and delivering immediate value to customers. You will play a pivotal role in the pre-sales process by supporting Account Executives and conducting demonstrations, as well as managing the onboarding and implementation processes to ensure continuous customer satisfaction. This is a unique opportunity to join a high-impact, customer-focused solutions team that addresses procurement challenges head-on, contributing significantly to our customers' success.This is a full-time position based in our New York City office.

Tabs seeks a Customer Success Manager for Accounting Solutions based in New York City, NY. This role acts as the primary point of contact for clients using Tabs’ accounting software, working to ensure each customer gains real value from the platform. Key Responsibilities Guide clients step by step through onboarding and initial setup of Tabs’ accounting tools. Provide ongoing support, addressing questions and troubleshooting issues as they arise. Develop and maintain strong relationships to better understand each customer’s needs. Assist clients in making the most of the software as their businesses evolve and grow.

Join DualEntry as a Solutions ConsultantFounded in 2024, DualEntry is rapidly establishing itself as a leader in the AI-driven finance sector. Our innovative AI-native ERP solution empowers accounting teams to maximize efficiency, enabling organizations—from small businesses generating $5 million in annual recurring revenue to large NYSE-listed enterprises—to automate tedious manual data entry processes.The ERP market, valued at over $220 billion, has remained stagnant for decades. DualEntry is breaking the mold, helping companies transition from outdated on-premise systems to advanced, cloud-based solutions.We are a fast-paced, results-oriented team that values ownership and agility. As a Solutions Consultant, you will play a pivotal role, merging sales acumen with product expertise, contributing to the growth of our SC function while engaging directly with clients to close deals.This position is an exciting opportunity to shape the future of finance and demonstrate your skills in a dynamic environment. We are looking for someone who is dedicated to excellence and eager to push boundaries.

About DualEntryFounded in 2024, DualEntry is rapidly emerging as one of the leading AI startups in the financial technology space.At DualEntry, we are pioneering the future of finance. The ERP market stands as one of the largest sectors in fintech, valued at over $220 billion. Despite this, many businesses still rely on outdated on-premises systems, and the industry has not seen significant innovation in over three decades.Our AI-driven ERP empowers accounting teams to maximize efficiency and productivity, gaining trust from businesses ranging from $5 million ARR to NYSE-listed corporations. We are on a mission to redefine the finance team landscape, alleviating the burdens of legacy ERPs from the past.We thrive on a culture of urgency and accountability, propelling ourselves forward with speed and precision.The Importance of This RoleIn just 18 months, we have successfully raised over $100 million from prestigious investors including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with contributions from over 20 angel investors who have a track record of building, scaling, and exiting successful companies.Our achievements stem from our commitment to rapid execution and the recruitment of a talented, dedicated team from top tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals without prestigious backgrounds who are eager to prove their potential.As part of a small yet fast-growing team, you have the opportunity to join us at a pivotal moment.In the role of Solutions Consultant Lead, you will be positioned at the nexus of Sales and Product. You will establish the Solutions Consulting function from the ground up while engaging directly in deal closures. This role is foundational and offers significant opportunities for growth and leadership.This position demands a hands-on approach and total ownership. We expect you to strive for excellence and elevate standards.

Join our dynamic team at Vensure Employer Solutions, a leading player in the HR technology and services sector. We are committed to providing a vibrant office environment, and are eager to find a talented Business Consultant ready to make an impact.About Us Vensure Employer Solutions stands as the largest privately held organization in the HR technology and service industry. With a diverse range of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO), we support over 95,000 businesses and manage more than $135 billion in annual payroll. As your 'One Employer Solution', our headquarters in Chandler, Arizona, allows us to assist thousands of businesses in streamlining their operations with tailored strategies that benefit both employers and employees. To learn more about us, visit www.vensure.com.Position Summary As a Business Consultant, you will drive the prospecting and sales of Solvo products and services to various organizations. You will be responsible for articulating the advantages of staffing solutions and BPO, ensuring client expectations align with our deliverables. This role involves managing sales forecasting, resource allocation, and strategic planning to enhance sales volume and profitability.Essential Duties and Responsibilities - Proactively identify and develop new business opportunities within your territory. - Achieve or surpass monthly and quarterly sales targets consistently. - Expand your knowledge of industry trends, new offerings, and broker practices. - Monitor competitor strategies and assess potential threats. - Guarantee the efficiency and accuracy of services provided to clients. - Oversee the preparation and execution of renewal proposals for existing clients. - Create impactful executive summaries for client presentations. - Formulate lead generation strategies and utilize CRM (Salesforce) for activity tracking. - Submit new business paperwork, expense reports, and weekly activity reports punctually. - Participate in monthly consulting meetings, offering training and mentorship to colleagues. - Travel domestically and occasionally internationally for team meetings, customer events, industry conferences, and training sessions, which may involve air travel and ground transportation. - Foster and enhance relationships with team members and peers across various disciplines to ensure effective communication and service delivery to clients. - Stay updated on best practices through webinars and training sessions.

About BasisBasis empowers accountants with innovative AI agents designed to streamline real workflows effectively.Having successfully achieved product-market fit, we are experiencing unprecedented demand and have recently secured $34 million in funding to accelerate our growth and meet this moment.Founded in the heart of New York City, you can learn more about Basis here.What You Will Do:In this pivotal role, you will conduct impactful, value-based demonstrations illustrating how our AI agents optimize processes such as month-end closing, reconciliations, audits, and tax workflows.You will act as the financial authority, adept at addressing inquiries related to technical accounting, compliance, and integrations. Your responsibilities will include managing security and IT questionnaires, guiding prospects through technical due diligence, and identifying optimal opportunities through structured evaluations. You will collaborate with Account Executives to strategize for complex cycles and enterprise deals, ensuring seamless transitions to post-sales teams through effective knowledge transfer. You will also keep abreast of accounting practices, industry advancements, and competitive dynamics. Location: NYC, Flatiron office. In-person team collaboration is essential.What You Bring to the Role:Experience: Over 3 years in accounting, finance, investment banking, or Private Equity.Process-oriented: Ability to decompose complex challenges into clear, repeatable actions.Excellent communicator: Capable of articulating technical concepts to executives and accounting teams alike.First principles thinker: Willing to question assumptions and apply insights to new solutions.Team player: Eager to help build foundational elements as we scale rapidly.All-in mentality: Prepared for a fast-paced, high-responsibility environment.Office enthusiast: Prefers in-person collaboration at our NYC office.Desired Qualifications:Experience in early-stage startups.Hands-on proficiency with accounting software such as QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.

At Profound, we are dedicated to empowering businesses to comprehend and manage their AI presence effectively. As a Solutions Consultant, you will play a pivotal role at the intersection of sales, product, and customer success. Your primary focus will be to guide enterprise prospects and customers in recognizing the value of Profound’s innovative platform and its customization to meet their specific needs. You will take ownership of the technical and strategic aspects of the pre-sales process, translating customer objectives into scalable solutions that yield measurable results.Key ResponsibilitiesCollaborate closely with the Sales team to facilitate discovery calls, product demonstrations, and RFP responses, effectively communicating Profound’s technical strengths and strategic advantages to enterprise clients.Lead the design of customized solutions by aligning customer use cases with platform features, integrations, and data models to ensure optimal compatibility.Deliver impactful product demonstrations that illustrate how Profound enhances brand visibility across AI-driven platforms.Work in tandem with Product and Engineering teams to define the scope of custom implementations, integrations, and data requirements for strategic accounts.Develop and enhance proof-of-concept engagements to showcase ROI and expedite deal closures.Create and maintain comprehensive technical documentation, solution playbooks, and demo environments to support scalability and repeatability.Act as a trusted advisor to customers and internal teams, bridging technical insights with marketing and AI strategies.Collect market and customer feedback to inform product roadmap priorities and enable market entry strategies.