Tabs is an AI-powered revenue automation platform for B2B businesses. Using the power of AI, Tabs is able to understand and extract elements from even the most complex B2B contracts and then power automated billing, revenue recognition and reporting workflows. Our customers use Tabs to eliminate manual work, collect cash faster, streamline operations, and increase business model flexibility. Tabs is a Series A hyper growth company based in New York that has raised $35m to date from top-tier VCs like General Catalyst, Lightspeed, and Primary Ventures.

Position Overview:

We are seeking a strong generalist, swiss army knife profile willing to think critically about contractual language and structure offshore workflows while being meticulous and process-oriented. In this role, you will be responsible for efficiently and accurately processing contracts on behalf of our clients, extracting key terms and pricing information to compute invoices for merchants. Your attention to detail and operational excellence will be critical.

Responsibilities:

Contract Processing:
- 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
Quality Assurance:
- 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.
Process Optimization:
- 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.
Support Function (20% Assignment)
- 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 platform
- CRM Data Management: support entry efforts in CRM, ensuring accurate and up to date client information to enable effective tracking and reporting of client interactions and progress
- Document and Track Client Success Actions: Act as a key resource in client success meetings, documenting discussions, tracking action items, and ensuring follow-up to drive successful client outcomes

Requirements:

Bachelor's degree in Business Administration, Finance, Legal Studies, or a related field.
0-3+ years of experience in Investing Banking.
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.
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.