Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automate the entire contract-to-cash lifecycle, including billing, collections, revenue recognition, and reporting, to help teams eliminate manual work and accelerate cash flow.
High-growth companies like Cursor and Statsig rely on Tabs to generate invoices directly from contracts, reconcile payments in real time, and automate ASC 606 compliance.
Founded in 2023, Tabs has raised over $91 million from Lightspeed Venture Partners, General Catalyst, and Primary. The team is headquartered in New York and brings deep expertise in finance and AI.
About the Role
We’re seeking a thoughtful executor obsessed with figuring out how to get cold prospects on the phone and start meaningful conversations with CFOs and Finance leaders about their finance operations. As a Business Development Representative, you’ll be on the front lines of our outbound strategy—reaching out to potential customers, running a variety of experiments and tracking progress, qualifying leads, and setting the foundation for future sales growth.
If you’re someone who thrives in high-pressure environments, can tactfully work through rejection, and will do whatever it takes to achieve goals, this role is for you. This position is perfect for someone with 0-3 years of financial services/finance team experience or early-stage sales team exposure.
What You’ll Do
Execute a high-volume outbound strategy of 150+ sequences weekly to generate new business opportunities.
Source new sales opportunities through inbound qualification and outbound outreach.
Qualify prospects through consultative selling on the phone while leveraging BANT criteria.
Grow the top of the sales funnel through warm and cold outbound campaigns.
Research companies and identify key decision-makers, adding prospects to our outbound list.
Craft highly thoughtful, tailored outreach messaging to engage cold prospects.
Handle objections, qualify leads, and schedule meetings for the sales team.
Collaborate closely with the sales team to refine and improve the outbound playbook.
Maintain accurate and up-to-date records in CRM of all interactions with prospects.
Conduct ongoing experiments on outbound processes to enhance efficiency and performance.
Consistently hit or exceed weekly/monthly KPIs related to outbound activities.
Stay up-to-date with market trends and competitors to ensure messaging remains relevant.
Qualifications
Superior written and verbal communication skills.
Excellent listening skills and sophisticated phone presence.
0-3 years of experience in investment banking, SaaS, Sales, or a related field startup where high-volume work was the norm.
A high level of comfort with relationship building sales (the prospect of today becomes our 10x referral tomorrow), prospecting, and sales tools/processes.
Aptitude discussing corporate finance and financial operations of a company
Strong entrepreneurial mindset: a self-starter with urgency and the ability to work within undefined processes.
Deep interest in understanding business challenges and engaging prospects in meaningful conversations.
High social intelligence, curiosity, and a natural inclination for selling to accelerate growth as the company scales rapidly.
Ability to track, measure, and experiment with sales processes, constantly improving efficiency.
Even if you don’t meet 100% of the qualifications, we recommend applying to the role! We are a NYC based team spending 5 days a week in-person at our offices in Soho in Manhattan.
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.
Skills Required
- 0-3 years of experience in investment banking, SaaS, Sales, or a related field
- Superior written and verbal communication skills
- Excellent listening skills and sophisticated phone presence
- Strong entrepreneurial mindset and ability to work within undefined processes
What We Do
Finance software transformed how companies manage spend years ago. Revenue never got the same treatment. Billing, collections, and revenue recognition stayed manual, because the accounting complexity and the risk of getting it wrong made the work hard to automate. So finance teams scaled with headcount instead. As revenue grew, so did the exceptions, judgment calls, and spreadsheet work needed to support it. Meanwhile, revenue itself got more complicated. Companies now price with usage, credits, commitments, consumption, outcomes, and hybrids of them. Products change, pricing changes, and sometimes the unit of value itself changes. Static systems were never designed for that variability. We started Tabs in 2023 to fix this with AI. Today we run the contract-to-cash lifecycle as one connected system: contracts, billing, collections, payments, revenue recognition, and reporting.
Why Work With Us
Founded by operators who’ve spent decades scaling companies and backed by Lightspeed, General Catalyst, and Primary, you will have the opportunity to join a team that is rethinking how revenue runs from contract to cash.
