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.
What you’ll be doing:We’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.
Set 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
📍 Location: NYC, Flatiron office. In-person team.
What you’ll bring: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
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
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.
Top Skills
What We Do
AI Platform for Accounting firms giving accountants a team of AI assistants
