Full-Time

Operations Associate

Confirmed live in the last 24 hours

Tabs

Tabs

51-200 employees

Automates billing and accounts receivable processes

Enterprise Software
Fintech

Junior, Mid

New York, NY, USA

Hybrid position requiring in-office presence in NYC.

Category
Procurement & Sourcing
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
SQL
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree in Business Administration, Finance, Legal Studies, or a related field.
  • 2-6+ years of experience in investment banking, assurance, accounting, bookkeeping, corporate finance, operations, high growth startup, or a similar role.
  • Excellent attention to detail with a focus on accuracy and data integrity.
  • Proficiency in data entry and analysis, with experience using tools such as SQL, Excel, or Google Sheets.
  • Familiarity and ability to perform Markov Chain Modeling.
  • Ability to work efficiently in a fast-paced team environment and manage multiple tasks simultaneously.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with clients and internal teams.
Responsibilities
  • Process and review complex contracts submitted by merchants ensuring completeness and accuracy.
  • Extract key terms, pricing information, and other relevant data from contracts using predefined criteria and guidelines.
  • Enter extracted data into our systems accurately and efficiently.
  • Develop systems to scale contract processing.
  • Conduct thorough reviews of processed contracts to verify the accuracy and completeness of extracted data.
  • Perform data validation and reconciliation to ensure consistency between contract terms and system records.
  • Investigate and resolve discrepancies or inconsistencies identified during the review process, collaborating with internal teams as needed.
  • Identify opportunities to streamline contract processing workflows and improve operational efficiency.
  • Develop and implement standardized procedures and tools to enhance productivity and accuracy in contract processing.
  • Leverage technology solutions and automation tools to optimize manual processes and reduce turnaround times.
  • Respond to Support Tickets: efficiently address and resolve customer support tickets via email and chat, ensuring timely and satisfactory solutions for all merchant concerns.
  • Facilitate Client Success motion: assisting in creating, updating, and maintaining client success materials: including guides, FAQs, and best practice documents to enhance client experience on the platform.
  • Support entry efforts in CRM, ensuring accurate and up-to-date client information to enable effective tracking and reporting of client interactions and progress.
  • Support organization architecture: development of successful practices utilizing Pylon software in addition to ensuring appropriate automation motions within the tooling.

Tabs Inc. specializes in automating billing and remittance processes for businesses, particularly in accounts receivable (AR) management. Its main product is a software platform that uses artificial intelligence to streamline AR tasks, helping companies manage their receivables more efficiently. This automation reduces the time spent on manual processes, lowers financial risks, and improves cash flow by accelerating the collection of payments. Tabs operates on a software-as-a-service (SaaS) model, allowing clients to subscribe for ongoing access to the platform and its updates. What sets Tabs apart from competitors is its comprehensive suite of features that not only automate billing but also provide advanced reporting capabilities, enabling finance leaders to make informed decisions. The goal of Tabs is to transform how businesses manage their accounts receivable, enhancing operational efficiency and financial performance.

Company Stage

Series A

Total Funding

$36M

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

-2%

1 year growth

1%

2 year growth

1%
Simplify Jobs

Simplify's Take

What believers are saying

  • The recent $7M seed funding led by Lightspeed provides Tabs with the financial backing to accelerate growth and innovation.
  • The addition of revenue recognition capabilities enhances the platform's value proposition, making it a more comprehensive financial operations tool.
  • Tabs' focus on AI-driven automation can significantly improve cash flow and operational efficiency for its clients, making it an attractive workplace for those interested in cutting-edge fintech.

What critics are saying

  • The competitive landscape in fintech is intense, requiring Tabs to continuously innovate to maintain its edge.
  • Reliance on AI and automation means that any technical issues or inaccuracies could have significant financial implications for clients.

What makes Tabs unique

  • Tabs leverages AI to automate complex billing and remittance processes, setting it apart from traditional AR management solutions.
  • The SaaS model ensures continuous updates and scalability, providing a flexible solution for mid-sized to large enterprises.
  • Tabs' advanced reporting capabilities offer finance leaders valuable insights for data-driven decision-making, a feature not commonly found in competitors' offerings.

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