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BasisBasisNew York, NY

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.

125k – 250k
On-site4+ YOESales Enablement

About the role

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

SaaSAi ProductsContent OperationsLms PlatformsWorkrampThought IndustriesCredlyOpen BadgesCpe AccreditationNasba
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