Basis
About Basis
Basis equips accountants with a team of AI agents to take on real workflows. We have hit product‑market fit, have more demand than we can meet, and just raised $34m to scale at a speed that meets this moment. Built in New York City.
What You’ll Be Doing In this role, you will lead value‑based demos that show prospects how AI agents transform the month‑end close, reconciliations, audit workflows, and more. You’ll serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post‑sales teams through clear knowledge transfer. You’ll also stay sharp on accounting practices, industry trends, and the competitive landscape.
Location NYC, Flatiron office. In‑person team.
What You’ll Bring
Experience: 3+ years in accounting, finance, investment banking, or Private Equity
Process‑oriented: Break down complex problems into clear, repeatable steps
Strong communicator: Explain technical concepts to both executives and accounting teams
First principles reasoner: Question assumptions and apply lessons to new solution
Company‑builder: Excited to build foundations as we rapidly scale
All‑in: Ready for high velocity, high responsibility environment
Office lover: Prefers in‑person collaboration in our NYC office
What We’d Love To See
Early stage startup experience
Hands‑on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
What Success Looks Like in This Role
Startup mindset: Excited about ambiguity and rapid growth
All‑in: This is not a 9‑5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously
#J-18808-Ljbffr
What You’ll Be Doing In this role, you will lead value‑based demos that show prospects how AI agents transform the month‑end close, reconciliations, audit workflows, and more. You’ll serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post‑sales teams through clear knowledge transfer. You’ll also stay sharp on accounting practices, industry trends, and the competitive landscape.
Location NYC, Flatiron office. In‑person team.
What You’ll Bring
Experience: 3+ years in accounting, finance, investment banking, or Private Equity
Process‑oriented: Break down complex problems into clear, repeatable steps
Strong communicator: Explain technical concepts to both executives and accounting teams
First principles reasoner: Question assumptions and apply lessons to new solution
Company‑builder: Excited to build foundations as we rapidly scale
All‑in: Ready for high velocity, high responsibility environment
Office lover: Prefers in‑person collaboration in our NYC office
What We’d Love To See
Early stage startup experience
Hands‑on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
What Success Looks Like in This Role
Startup mindset: Excited about ambiguity and rapid growth
All‑in: This is not a 9‑5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously
#J-18808-Ljbffr