Tabs is the leading AI-native revenue platform for modern finance and accounting teams. Tabs agents automates 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
This role is a critical member of Tabs’ private equity partnership channel, with responsibility for driving partner-sourced revenue, building relationships across the private equity ecosystem, and ensuring PE firm introductions translate into real commercial outcomes at the portfolio company level. You will work closely with the PE Partnerships Lead, the GTM team, and senior leadership to grow Tabs’ presence across leading private equity firms and their portfolio companies.
This is a quota-carrying, execution-focused role for someone who is energized by relationship-driven sales, understands how PE firms think, and can credibly represent Tabs at every level — from a partner conversation at the firm to a live product demo with a portfolio company CFO.
What You’ll Do
Build and deepen relationships across the private equity ecosystem, including investors, operating partners, and value creation teams.
Source, manage, and grow partner-sourced pipeline and revenue, with accountability for achieving quarterly commercial targets.
Partner closely with the GTM team to ensure PE-sourced introductions are effectively handed off, progressed, and supported through close.
Run independent conversations and product demos with portfolio company finance leaders, translating Tabs’ capabilities into clear business value for CFO and operator audiences.
Develop and maintain a high-trust, high-touch engagement cadence with PE partners, keeping firms educated on Tabs’ product evolution and relevant portfolio use cases.
Represent Tabs at PE industry events, portfolio operating group sessions, and company-hosted events.
Serve as an internal voice of the PE channel by bringing partner and portfolio feedback into positioning, enablement materials, and GTM strategy.
Iterate on the PE partner program and playbook over time, identifying ways to improve how Tabs activates firms and converts portfolio opportunities.
Who You Are
You are commercially driven and comfortable owning hard numbers.
You have executive presence and can build credibility with both PE firm stakeholders and portfolio company finance leaders.
You are tech-savvy and product-curious, and can quickly translate complex capabilities into clear, audience-specific value propositions.
You are a strategic thinker who can translate complex ecosystems into clear, executable plans
You are a strong cross-functional collaboration, communication, and stakeholder management skills
You have a high degree of ownership and a builder’s mentality
You have strong project management skills and high degree of polish in work output
You are a high-touch relationship builder who understands the patience required in partnerships and the discipline required to stay top of mind.
You have a builder mindset and are excited to help shape a growing function in a fast-moving company.
You are highly collaborative, low ego, and coachable, with strong ownership and strong cross-functional instincts.
You are energized by relationship-driven sales and comfortable operating across both strategic partnership development and day-to-day execution.
Experience
5+ years of professional experience in partnerships, business development, sales, consulting, fintech, B2B SaaS, or related operator roles.
Proven track record in a quota-carrying or commercially accountable role, ideally with responsibility for pipeline generation, partner activation, or revenue contribution.
Strong understanding of how private equity firms, operating groups, and portfolio company finance teams work; direct experience in the PE ecosystem is a strong plus.
Experience in high-growth or early-stage B2B SaaS or fintech is strongly preferred.
Background in private equity or existing relationships within the private equity ecosystem are a plus.
Understanding of revenue operations, contract-to-cash workflows, billing infrastructure, or finance systems is a plus.
Additional Information
This role is based in New York City 5 days a week at our Soho office.
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)
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.
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