Strategy & Operations Lead

Reposted 7 Days Ago
New York, NY, USA
In-Office
Mid level
Payments • Software • Automation
Automation and agents for modern finance teams.
The Role
The role involves owning high-priority problems, building financial models, designing cross-functional initiatives, and acting as a thought partner for leadership. It requires strong analytical skills and a background in high-growth startups or consulting.
Summary Generated by Built In

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.

A high-agency generalist who works at the intersection of strategy and execution — sitting close to founders, owning the cross-functional problems nobody else owns, and acting as the connective tissue between Product, Engineering, and every customer-facing team at Tabs.

About Tabs

Tabs is building the AI-native revenue platform for modern finance and accounting teams. Our agents run the contract-to-cash lifecycle end-to-end — billing, collections, revenue recognition, and reporting — so finance leaders spend less time on manual work and more time on decisions that move the business.

Customers like Cursor and Statsig use Tabs to turn signed contracts into invoices, reconcile payments in real time, and stay on top of ASC 606 without the usual month-end pain.

Founded in 2023, Tabs has raised over $91M from Lightspeed Venture Partners, General Catalyst, and Primary. We’re headquartered in New York and bring together operators with deep finance and AI backgrounds.

About the Role

We’re hiring a Strategy & Operations Manager to take on some of the highest-leverage problems and initiatives at Tabs, reporting into the founding team.

In practice, the role splits its time across two flavors of work. The first is strategic: cross-functional initiatives, major projects and initiatives. The second is operational: owning the end-to-end coordination of product launches and ongoing feature adoption.

What You’ll DoStrategic Projects
  • Own ambiguous, high-priority problems end-to-end

  • Use data to build the analysis needed to make decisions with conviction

  • Design and run cross-functional initiatives spanning Product, GTM, Finance, Operations and other teams as needed

  • Stand up new teams or functions when we don’t yet have a dedicated owner

  • Turn one-off analyses into durable systems, playbooks, and automation so the next person doesn’t start from scratch

  • Act as a thought partner to the leadership team on questions that don’t have obvious answers

Product Launches
  • Drive go-live readiness across every new product or major feature release — coordinating Product, Engineering, Product Marketing, Implementation, Customer Success, and Support

  • Define and manage phased launch cohorts for betas and pilots

  • Run post-launch retrospectives and build repeatable processes and feedback loops between Product and customer-facing teams

Adoption & Cross-Functional Programs
  • Support product adoption across key product areas — flagging customers who are live but underutilizing important features

  • Partner with CS, Marketing, and Product to design and run targeted adoption programs for at-risk or low-adoption segments

  • Surface adoption signals back to Product to inform roadmap prioritization

  • Own planning and execution across 3–5 major programs at a time — spanning feature launches, customer migrations, and strategic initiatives

Who You Are
  • 4–8 years of experience in a high-growth startup, B2B SaaS or AI (product, strategy, or operations), consulting, investment banking, or PE/VC, with a strong preference towards 2+ years of experience in a product-driven operating role

  • Proven ability to drive complex, cross-functional programs to completion by leading through influence, not authority

  • Systems thinking: you can zoom out to see the whole program and zoom in to spot exactly where things are breaking down

  • Exceptional organizational instincts: you thrive with many moving pieces, surface the right information to the right people, and ensure nothing falls through the cracks

  • Crisp written and verbal communication

  • Comfort operating at the intersection of Product/Engineering and customer-facing teams

  • Bias toward action: you don’t need a perfect process to start making something better

  • High ownership mentality

  • Genuine curiosity about fintech, AI, and how a modern AI company actually runs

Additional Information

This role is based in New York City, 5 days a week at our Soho office. Tabs is a high-execution, fully in-person team.

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

  • 2-10 years of experience
  • Background in an operating role at a high-growth startup, consulting, investment banking, or PE/VC
  • Strong analytical toolkit (SQL, BI tools)
  • Crisp written and verbal communication
  • Bias toward action and high ownership mentality
  • Genuine curiosity about finance and AI
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The Company
HQ: New York, New York
165 Employees
Year Founded: 2023

What We Do

Tabs is a revenue automation platform that helps B2B businesses automate invoice-to-cash workflows like billing, receivables, payments, rev rec, and reporting. Finance software hasn’t kept pace. For decades, companies have relied on outdated systems that bury teams in manual work. We started Tabs to fix that, building the modern revenue stack: AI-native automation that turns contracts into action, eliminates errors, and powers finance with speed and accuracy.

Why Work With Us

Join us on the journey. Founded by operators who’ve spent decades scaling companies and backed by Lightspeed, General Catalyst, and Primary, Tabs is reimagining how revenue runs from contract to cash. We’re a fast-moving, thoughtful team built around ownership, impact, and solving problems that matter—and we’re just getting started.

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