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.
About the job
Responsibilities
- Own the Academy as a product: strategy, roadmap, content operations, and outcomes
- Build best-in-class digital learning experiences: role-based paths tailored to Preparers, Reviewers, and Managers across CAS, Tax, Audit, and Advisory
- Design the "Basis Certified" credential ladder: define what it means to be an expert in AI Accounting and build a certification that matters
- Build for scale: translate high-touch, white-glove training into scalable, on-demand courses and interactive simulations
- Drive CPE accreditation: work toward making Basis courses eligible for Continuing Professional Education credits
- Build the content operations machine: produce high-quality learning content efficiently and keep it current with every product release
- Hire and lead a lean, high-output team (instructional designers, content producers, live session facilitators)
- Instrument the program end-to-end: connect learning data to product adoption, retention, and business outcomes
Requirements
- 4+ years building or scaling a customer education or technical enablement program at a modern SaaS or AI company
- Experience running content operations: produce high-quality content efficiently and keep it current in a fast-moving product environment
- Proven ability to evolve a program from live-training-only to a hybrid model of self-paced digital learning and live workshops
Nice-to-Haves
- Background in accounting, finance, or a similar regulated industry
- Experience with AI products, specifically teaching users how to work with AI agents
- Familiarity with CPE/CE accreditation programs (NASBA or similar)
- Experience with LMS platforms (WorkRamp, Thought Industries, etc.) and/or badging platforms (Credly, Open Badges)
Skills
SaaS, Ai Products, Content Operations, Lms Platforms, Workramp, Thought Industries, Credly, Open Badges, Cpe Accreditation, Nasba
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