Caitlin Lu in

Caitlin Lu

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Head of Partnerships at Tabs
📍 New York, New York, United States

Caitlin Lu serves as the Head of Partnerships at Tabs, an AI-native revenue automation platform for finance teams. She leverages her background in GTM strategy to build and expand multi-channel partnerships across the accounting, product, and private equity sectors. Caitlin is a graduate of Stanford University.

During her time at Stanford University, Caitlin was a student-athlete and a member of the varsity squash team. This experience in a competitive team environment complements her professional drive in building strategic business alliances.

She recently spearheaded the launch of the Tabs Partner Advisory Board, uniting 13 industry leaders to help shape the future of AI in finance.

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Experience
11 Years
Current Role
Head of Partnerships
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

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Priorities

Topics Caitlin cares about

AI in Finance
Leads partnerships at an AI-native revenue automation company and speaks on how emerging AI technology is shaping the accounting and finance profession.
Strategic Partnerships
Her role is focused on creating a multi-channel partnership motion, specifically engaging accounting firms, product partners, and private equity groups.
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Career

Work history

2024
Head of Partnerships
Tabs
2022 - 2023
Head of Operations
Hank
1-2021 - 8-2022
Director, Finance & Strategy
Latch
1-2020 - 1-2021
Senior Manager, GTM Strategy
Latch
12-2018 - 1-2020
Lead, Partnerships & BD
Latch
In the press

Media appearances

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Education
Bachelor of Arts (B.A.)
Stanford University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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