Basis
AI agents for accounting workflows
Basis builds autonomous AI agents that perform end-to-end accounting work including CAS, tax, audit, and advisory. They serve leading accounting firms, allowing accountants to shift from doing to reviewing tasks. This addresses capacity shortages and boosts efficiency in the profession.
Business Development Representative
Founding BDR building outbound motion from scratch for an applied-ML startup. Partner with Director of BD and AEs to research accounts, craft messaging, book meetings with finance leaders, and create a repeatable playbook.
Sales Strategy and Planning Manager
Build and own the sales planning and analytics function, including territory design, quota setting, forecasting, pipeline analytics, and compensation planning for a high-growth B2B software company.
Marketing Operations Manager
Build and own marketing operations systems and processes to convert marketing activity into qualified pipeline. Define ICPs, lead scoring, attribution, and lifecycle workflows while partnering across marketing, sales, and RevOps.
Member of Accounting Staff
Accountant with 4-10 years of audit/tax experience at a top firm to shape AI-powered accounting workflows. Partner with engineering and ML teams to build product features, translate user needs, and apply first-principles thinking in NYC onsite role.
Account Executive, Channel Partnerships
Own and grow a portfolio of enterprise CPA firm partnerships as one of the first Channel hires. Source, develop, and manage co-selling, reselling, and implementation partnerships to drive revenue and expand distribution.
Channel Partner Manager
Own the activation, enablement, and expansion of strategic accounting firm partners as the operational lead for Basis’s channel partnerships program. Requires 5-8+ years in partnerships or tech consulting at a B2B SaaS/AI company and onsite work in Manhattan.
Member of Technical Staff, GRC (Senior/Lead)
Builds and owns GRC systems including SOC 1/2, ISO 27001/42001 compliance programs, automates evidence collection and reporting using AI, manages vendor risks and customer trust workflows to enable scaling in a fast-growing AI company. Requires hands-on audit experience and technical fluency.
Intelligence Architect
Designs and authors context, procedures, skills, and system prompts for AI agents performing autonomous accounting tasks. Ensures consistency, monitors performance, and shapes future capabilities through precise language and systems thinking.
Sales Engineer, Accounting Solutions
Builds demo environments, custom procedures, and automation for accounting workflows to support sales enablement. Requires 2-4 years in accounting/finance and hands-on experience with Excel/Python automation.
Customer Success Lead
Founding Customer Success Lead building and leading the CS function, managing enterprise accounts to drive adoption, expansion, and renewals while hiring and developing a team. Requires experience owning high-value accounts and strong commercial instincts; full-time in-office NYC.
Customer Education Lead
Leads development of Basis Academy, creating scalable digital learning paths, certifications, and content operations for accountants using AI agents in Tax, Audit, and Advisory. Requires 4+ years in customer education at SaaS/AI companies and in-office NYC work.
Solutions Engineer
Solutions Engineer deploys Basis AI agents into enterprise accounting workflows, handling technical integrations, API connections, and troubleshooting. Requires 4+ years customer-facing technical experience and strong SQL/API skills. NYC onsite role.
GTM Systems Administrator
GTM Systems Administrator owns CRM configuration, GTM tool integrations, data quality, and reporting for RevOps. Requires 3-6+ years in Sales Ops/RevOps, strong Salesforce/HubSpot admin skills, and onsite work in NYC.
Channel Sales Leader
Build and scale channel sales program by recruiting enterprise CPA firms as resellers and implementation partners, developing sales and implementation enablement, leading a team, and driving channel revenue. Requires 7-15+ years in channel sales and partner ecosystem experience; onsite in Manhattan.
Member of Technical Staff - Technical PM
Leads the most complex technical challenges in building production-grade, long-horizon AI agents for complex accounting tasks at scale. Works onsite in New York with a focus on advanced applied ML deployment.
Enterprise Account Executive
Owns full sales cycle for largest enterprise accounts, from prospecting to closing high-value deals with complex stakeholders. Requires 5-10+ years B2B sales experience, proven quota attainment, and ability to work onsite in NYC 5 days/week.
Sales Leader
Build and scale the sales organization from scratch for a high-growth AI startup targeting accounting firms. Own sales strategy, processes, hiring, and revenue targets while transitioning to leading managers. Requires 8-15+ years B2B SaaS sales leadership.
Sales Manager
Leads Account Executives to build outbound sales motion targeting accounting firms, driving revenue growth with AI agents. Requires 5+ years B2B SaaS sales experience including 2+ years management and accounting industry knowledge.