New York, NY
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.
Own and scale Basis’s internal IT environment across identity, devices, SaaS, networking, security, and office infrastructure. The role requires hands-on systems expertise, strong automation instincts, and the ability to build reliable, auditable processes in a Mac-first organization.
The Recruiting Associate will manage a high volume of candidates and partner directly with the Head of Talent during rapid company growth. The role suits an exceptionally curious, quick-learning communicator with up to one year of recruiting or related financial-services experience.
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.
Build Basis's first outbound sales motion from scratch as the founding BDR. Research and prioritize target accounts, craft messaging for accounting/finance leaders, run experiments across channels to book meetings, and create the repeatable playbook while feeding market intel back to the team. Ideal for a high-agency early-career builder with outbound experience.
Lead AI education at Basis to keep an AI-native team at the frontier. Design programs, workshops, and in-flow learning so every employee masters the latest models and agents, driving adoption of zero-human workflows in accounting and beyond. Must live at the AI frontier with deep hands-on experience.
Embed with Basis teams to deeply understand workflows and build AI agents that automate entire jobs end-to-end. Requires first-principles thinking, technical skill, and founder-like agency to invent new human-AI operating models at the frontier of applied ML.
Technical PM embedding with teams at Basis to invent AI-native operating models, build zero-human agent loops for end-to-end work, and answer how knowledge work evolves with AGI. Requires 5 days/week onsite in NYC and excitement for frontier agent applications.
Member of Technical Staff on Atlas, Basis's internal team building zero-human AI agent loops for end-to-end knowledge work at an AI-native company. Requires first-principles systems thinking, deep domain understanding, outcome ownership, and in-person work in NYC.
Site Reliability Engineer building and operating scalable, reliable infrastructure for an AI-powered accounting platform at a fast-growing startup. Requires 5+ years production infrastructure experience, strong software engineering skills, IaC, observability, and on-call ownership in an onsite NYC role.
Serve as first line of defense for customer questions at an AI accounting agent company. Triage/resolve tickets, build knowledge base and runbooks, route product feedback to engineering, and turn support signals into product improvements.
Founding Demand Generation Manager responsible for building full-funnel programs that turn market interest into qualified pipeline for accounting firms and finance teams at an AI agent company. Requires 4-6 years B2B demand gen experience, strong experimentation and sales partnership skills, and technical curiosity.
Own and scale Basis's customer community function, building advisory boards, councils, and feedback programs that turn customer insight into product and company direction. Requires 3+ years running B2B customer programs end-to-end and onsite presence in NYC.
Build and run a 40+ event per year program (trade shows, roadshows, executive dinners) that turns attendee engagement into qualified pipeline for an AI accounting startup. Requires 3+ years owning B2B events end-to-end and 5 days/week onsite in NYC.
Own the end-to-end GTM stack and revenue engine at an AI agent startup, building outbound infrastructure, CRM integrations, paid acquisition experiments, and AI-powered workflows for pipeline generation and scaling. Requires 4-8 years owning GTM outcomes with SQL, APIs, and high-agency execution.
Own a portfolio of enterprise accounts at an AI startup, driving adoption, expansion, and renewal for top accounting firms. Report to the CS Lead and help build the CS function from the ground up.
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.
Founding role building sales enablement from scratch at a $1B+ AI startup. Own onboarding, ramp programs, playbooks, training, and content to accelerate seller productivity for B2B sales teams.
Own and scale a 40+ event per year program (trade shows, roadshows, executive dinners) that drives qualified pipeline for an applied-ML startup selling into accounting firms.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
Defines product positioning, GTM strategy, and sales narratives for AI accounting agents. Partners with sales and product teams to create content, competitive intel, and thought leadership targeting CFOs and accounting firms. Requires 5-8 years B2B SaaS product marketing experience.
Leads technical demos of AI agents for accounting workflows, serves as finance expert handling compliance and due diligence questions, and partners with sales on enterprise deals. Requires 3+ years in accounting/finance and strong communication skills.
Owns full sales cycle for complex B2B software deals, from prospecting to closing enterprise partnerships. Requires 3+ years quota-carrying sales experience, C-suite relationship building, and onsite work in NYC office.
Builds and improves AI agents for complex accounting tasks, working across product engineering, agent platforms, infrastructure, and data systems at the frontier of applied ML. Requires strong systems thinking, ownership, and excitement for coding agents in a fast-changing environment.
Leads narratives and communications for AI accounting agents startup, crafting compelling stories to attract top ML/engineering talent and define the company's brand voice in applied AI. Requires exceptional writing, technical communication, and understanding of tech zeitgeist.
Partners with Head of Talent to source and manage candidate pipelines for company-wide tech roles at a fast-scaling AI startup. Requires 2-6 years recruiting experience in NYC tech startups, strong communication, and passion for AI; fully in-office.
Customer-facing role owning post-sale success for AI agent deployments in accounting firms. Leads engagements, translates business needs into agent workflows, and feeds product insights to engineering. Requires 4+ years in enterprise SaaS customer success/implementation.