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 roleWe’re looking for a Founding Revenue Operations leader to design, implement, and scale the systems, processes, and insights that power our go-to-market engine. You’ll combine hands-on technical ownership (CRM, automation, data) with strategic leadership across Sales, Marketing, and Customer Success to help us press our advantage and build a world-class commercial organization.
📍 Location: NYC, Flatiron office. In-person team.
What You'll DoSet GTM strategy & operating cadence
Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
Own systems & data
Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
Build dashboards and analytics that leadership and teams trust for decision-making
Design integrations and workflows to maintain clean, reliable data across tools
Drive execution & alignment
Build and maintain integrations and automation to increase rep productivity
Standardize lead-to-customer lifecycle and implement scalable pipeline governance
Document processes and ensure cross-functional teams adopt changes with measurable outcomes
Minimum Qualifications
5–10 years in Revenue Operations or GTM Systems at high-growth software/AI companies
Hands-on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
Advanced analytical skills with Excel/Sheets, SQL, and BI tools
Track record partnering with executive leadership on cross-functional outcomes
Ability to work in Manhattan office 5 days per week
Preferred Qualifications
Experience scaling GTM at Series A–C companies across multiple product lines
Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
Experience with accounting/finance buyers or CFO office products
Who You Are
Startup mindset: You thrive amid ambiguity and rapid growth.
Systems thinker & builder: You love turning messy workflows into crisp, scalable operating models.
High agency, bias for action: You own outcomes and move quickly with clear metrics.
Detail-oriented with taste: You balance speed with data quality, governance, and usability.
Office lover: You prefer tapping a teammate on the shoulder to waiting on a Slack thread.
In accordance with New York State regulations, the salary range for this position is $100,000–$250,000. This range represents our broad compensation philosophy and covers various responsibility and experience levels. Additionally, all employees are eligible to participate in our equity plan and benefits program. We are committed to meritocratic and competitive compensation.
Top Skills
What We Do
AI Platform for Accounting firms giving accountants a team of AI assistants
