Basis equips accountants with a team of AI agents to take on real workflows.
We have hit product-market fit, have more demand than we can meet, and just raised $34m to scale at a speed that meets this moment.
Built in New York City. Read more about Basis here.
About the roleOver the last two decades, we’ve seen several waves of software deployment models, from on-prem to SaaS to bespoke platforms. With each wave came new deployment roles: implementation managers, solution engineers, and forward-deployed engineers.
Now, we believe a new phase is emerging: one defined not by implementing software, but by deploying intelligence
In this role, you will be part of our Deployed Intelligence team, which will lead the charge into the new reality of accounting. This is an extremely customer‑facing role. You will be the face of Basis for your accounts, owning post‑sale success from kickoff to adoption to expansion. You will lead engagements, run workshops and training, and translate business goals into intelligent agent workflows that transform how accounting gets done.
As the primary interface with our customers, you'll also be providing constant feedback to our Engineering team on product improvements, directly impacting the future of our platform.Ideally, you will have the following experience:
4+ years at a fast-paced Enterprise SaaS or fintech startup, or at a company that deploys complex SaaS solutions, where you worked closely with customers on onboarding, implementation, and training
Extensive experience managing enterprise relations, ideally with large accounting firms
Accounting experience and/or CPA are a plus, but not required
Read about Deployed Intelligence at Basis here: https://www.getbasis.ai/blogs/introducing-deployed-intelligence
📍 Location: NYC, Flatiron office. In-person team.
What we look forProcess-oriented: Skilled at breaking down complex problems into clear and repeatable steps and managing execution
Strong communicator: Clear at explaining concepts and comfortable collaborating with both senior and junior stakeholders
First principles reasoner: Basis is not a normal company; we are building net-new capabilities and assumptions need to be questioned. We look for people who do not just know what things have worked before, but can apply those lessons to new situations
Company-builder: Excited to lay the groundwork, technically and culturally, as we rapidly scale
Excited about AI in accounting: Excited about the possibilities of how AI can transform accounting practices
Office lover: Prefers shouting across a room over a slack message, seeking full-time in-office in NYC
All-in: This is not a 9-5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously
We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well-being:
Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
Flexibility: Unlimited PTO + 12 paid company holidays.
In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
Team Culture: Monthly office activities and frequent optional team happy hours.
Top Skills
What We Do
AI Platform for Accounting firms giving accountants a team of AI assistants
