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.
About the job
Responsibilities
- Build and maintain Basis demo environments across accounting, finance, audit, and tax workflows
- Create custom procedures within Basis that showcase real accounting use cases
- Automate repetitive build tasks using Excel, Word, PowerPoint, and the Basis platform
- Stay current on Basis product updates and translate new capabilities into demo-ready assets
- Partner with Sales, Product, and Engineering to ensure demos reflect real customer workflows
Requirements
- 2–4 years in accounting, audit, tax, or a related finance function
- Hands-on experience automating tasks (Excel, Python, or similar)
- Strong writer — can distill complex accounting concepts into clear instruction sets
- Technically curious — picks up new software and platforms quickly
- Detail-oriented and self-directed; comfortable managing multiple projects without much hand-holding
- Startup mindset — thrives in ambiguity, moves fast, owns outcomes
Nice-to-Haves
- Experience with accounting software (QBO, NetSuite, Xero, Sage, etc.)
- Experience across multiple practice lines (accounting/finance, audit, and/or tax)
- Prior experience in a sales support, solutions, or enablement role
Skills
Python, Excel, Quickbooks, NetSuite, Xero, Sage, Basis Platform, Accounting Software, Automation, PowerPoint
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