Tabs is the AI Operating System for Revenue, built for modern finance and accounting teams. It combines deep revenue and accounting expertise with the agents and applications needed to run revenue work end to end. Tabs understands customer and contract context, applies accounting logic, and executes critical workflows with built in controls, auditability, and human oversight. With Tabs, finance teams can move from manually managing revenue workflows to directing outcomes while the system executes the work.
About the role:
Tabs is hiring a Solution Architect to design custom workflows, integrations, and platform extensions for our most complex, highest-value customers. When a use case doesn't fit the product, you're the person who figures out what's possible, what needs to be built, and how it all connects, then designs a solution Product Delivery, Implementation, and Engineering can actually deliver. The patterns you define and the tradeoffs you make shape customer outcomes and the product's long-term direction. You'll partner with Product and Engineering to surface gaps, influence the roadmap, and turn today's bespoke work into tomorrow's reusable capability.
What You'll Do:
- Design solutions for complex customer builds: Own the technical design for challenging Product Delivery projects — mapping customer requirements to data models, API workflows, and integration patterns across ERPs, CRMs, payment processors, tax engines, and other systems in the customer stack.
- Be a key voice in scoping conversations: Partner with sales, implementation, and customer success during pre-sales and kickoff to pressure-test feasibility, size complexity honestly, and prevent scope surprises later. Say no when the answer should be no, and propose an alternative when it shouldn't.
- Define and evolve integration patterns: Turn one-off solutions into reusable playbooks. Identify what should stay bespoke, what should be templated for the PD team, and what should be productized by Engineering.
- Partner with Product and Engineering: Bring sharp signal from the field back into the roadmap. Escalate gaps, advocate for platform investments, and collaborate on the design of new API and platform capabilities that unlock harder customer use cases.
- Guide execution across projects: Work alongside FDEs and Product Delivery teammates as they build. Review approaches, unblock design decisions, and step in on the hardest problems without taking over ownership.
- Investigate the messy middle: Get hands-on in customer environments and third-party systems to diagnose issues, validate assumptions, and de-risk designs before commitments are made.
- Document what works: Capture patterns, anti-patterns, and lessons learned so the team compounds knowledge over time.
Who You Are:
You've designed and delivered custom customer solutions before, and you've seen enough integrations, edge cases, and failure modes to have real instincts. You can look at a customer's stack and a set of requirements and quickly form a point of view on the right approach, the risks, and the tradeoffs.
You're a strong systems thinker. You reason naturally about data flows, dependencies, and where things break. You care about elegance but you're pragmatic — you know when to build the right thing and when to ship the good-enough thing so the customer can go live.
You communicate clearly across audiences. You can walk a CFO or controller through why a workflow needs to change, explain a design tradeoff to an engineer, and align a sales team on what's actually achievable in the timeline. You bring calm and clarity to ambiguous, high-stakes conversations.
You're proactive, resourceful, and comfortable with ambiguity. You build the plan, socialize it, and drive it forward — without waiting for someone else to define the process.
Experience:
- Experience in solutions architecture, forward-deployed engineering, implementation engineering, technical project management, or a similar role where you owned the design of customer-facing solutions.
- Experience designing integrations across multiple systems (ERPs, CRMs, billing, payments, tax, or similar), ideally in fintech, SaaS, or B2B environments.
- Strong systems and API fluency — you can read documentation, reason about data models and edge cases, and design workflows that hold up under real customer usage. You don't need to be a full-time engineer, but you should be comfortable getting hands-on where it matters.
- Track record of surfacing customer and field signal to influence product and engineering priorities.
- Strong cross-functional communicator with experience partnering across GTM, Product, Engineering, and customer stakeholders.
- Comfort operating in a startup environment with imperfect requirements, evolving priorities, and high customer expectations.
Nice to Have:
- Familiarity with SQL and light scripting (Python or similar) for investigation, prototyping, and validating designs.
- Background in finance, accounting, or revenue operations — or experience implementing platforms that touch those workflows (billing, revenue recognition, AR, close).
- Experience integrating with ERPs like NetSuite, Sage Intacct, or QuickBooks, or CRMs like Salesforce or HubSpot.
- Exposure to ASC 606 or other revenue recognition frameworks.
PERKS AND BENEFITS (FULL-TIME EMPLOYEES)
- 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
- 401k
Tabs is an equal opportunity employer. We welcome teammates of all identities and do not discriminate on the basis of race, ethnicity, religion, gender identity, sexual orientation, age, disability, veteran status, or any other protected characteristic. We’re committed to creating an environment where everyone can grow, contribute, and feel comfortable being themselves.