Engagement Manager

Tabs • New York, NY

12d • Onsite

About The Position

Tabs is hiring an Engagement Manager to own customer onboarding and lead implementations from signed contract through full go-live. As a founding member of the Implementation team, you’ll shape the processes, playbooks, and best practices that define how customers adopt Tabs.
This role is critical to our customers’ success, as your work sets the foundation for long-term value. You’ll guide customers through system integrations, align Tabs to their existing financial workflows, and ensure adoption of our platform across Finance, Accounting, and Operations teams. You’ll also collaborate cross-functionally with Sales, Customer Success, and Engineering to drive execution and build scalable implementation frameworks.

Requirements

• 4–6+ years of experience in implementation, customer onboarding, or consulting at an early-stage startup, fast-growth SaaS company, or top consulting firm.
• Strong technical aptitude: able to assess customer systems and design solutions leveraging Tabs.
• Proven ability to drive execution in environments where solutions may be imperfect and require creativity.
• Deep experience serving as a customer facing project lead with highly complex implementations.

Nice To Haves

• Hands-on experience with ERP integrations (e.g., NetSuite, Sage) at a fintech, SaaS, or consulting firm.

Responsibilities

• Lead implementations end-to-end: Learn each customer’s tech stack, map business processes, and guide them through adopting Tabs. Oversee integrations with ERPs, CRMs, Payments, and Tax systems while supporting testing, pilots, and go-live.
• Drive project management rigor: Develop and own implementation roadmaps, manage milestones, and track customer progress. Ensure successful execution of complex, multi-month projects.
• Manage stakeholders: Build strong relationships across Finance, Accounting, and Technical teams. Keep stakeholders engaged and aligned through clear updates, expectations management, and proactive problem solving.
• Partner with subject matter experts: Collaborate closely with Implementation Managers who are specialists in accounting systems. Leverage their expertise to design solutions for complex finance workflows and ensure integrations with ERPs and other financial systems are successful.
• Collaborate cross-functionally: Partner with Sales to transition new accounts into Implementation. Work with Customer Success and Support to provide smooth handoffs post-go-live. Share customer feedback with Product and Engineering to influence roadmap priorities.
• Contribute to playbooks and processes: Help build repeatable frameworks, templates, and best practices for the Implementation function as one of the team’s early leaders.

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 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)
• 401k

What This Job Offers

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