getbasis.ai
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. Read more about Basis here.
What you’ll be doing: We’re looking for a
Founding
Revenue Operations
leaderto design, implement, and scale the systems, processes, and insights that power our go-to-market engine. You’ll combine hands‑on technical ownership (CRM, automation, data) with strategic leadership across Sales, Marketing, and Customer Success to help us press our advantage and build a world‑class commercial organization.
Set GTM strategy & operating cadence
Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
Own systems & data
Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
Build dashboards and analytics that leadership and teams trust for decision‑making
Design integrations and workflows to maintain clean, reliable data across tools
Drive execution & alignment
Build and maintain integrations and automation to increase rep productivity
Standardize lead-to-customer lifecycle and implement scalable pipeline governance
Document processes and ensure cross-functional teams adopt changes with measurable outcomes
Location: NYC, Flatiron office. In-person team.
What you’ll bring:
5–10 years in Revenue Operations or GTM Systems at high‑growth software/AI companies
Hands‑on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
Advanced analytical skills with Excel/Sheets, SQL, and BI tools
Track record partnering with executive leadership on cross‑functional outcomes
Ability to work in Manhattan office 5 days per week
What we’d love to see:
Experience scaling GTM at Series A–C companies across multiple product lines
Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
Experience with accounting/finance buyers or CFO office products
What Success looks like in this role
Startup mindset:
You thrive amid ambiguity and rapid growth.
Systems thinker & builder:
You love turning messy workflows into crisp, scalable operating models.
High agency, bias for action:
You own outcomes and move quickly with clear metrics.
Detail-oriented with taste:
You balance speed with data quality, governance, and usability.
Office lover:
You prefer tapping a teammate on the shoulder to waiting on a Slack thread.
Why Join Basis? We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well‑being:
Health & Wellness:
Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
Flexibility:
Unlimited PTO + 12 paid company holidays.
In‑Office Perks:
Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
Financial Benefits:
Pre‑tax commuter benefits and 401(k) retirement plan
Team Culture:
Monthly office activities and frequent optional team happy hours.
#J-18808-Ljbffr
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. Read more about Basis here.
What you’ll be doing: We’re looking for a
Founding
Revenue Operations
leaderto design, implement, and scale the systems, processes, and insights that power our go-to-market engine. You’ll combine hands‑on technical ownership (CRM, automation, data) with strategic leadership across Sales, Marketing, and Customer Success to help us press our advantage and build a world‑class commercial organization.
Set GTM strategy & operating cadence
Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
Own systems & data
Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
Build dashboards and analytics that leadership and teams trust for decision‑making
Design integrations and workflows to maintain clean, reliable data across tools
Drive execution & alignment
Build and maintain integrations and automation to increase rep productivity
Standardize lead-to-customer lifecycle and implement scalable pipeline governance
Document processes and ensure cross-functional teams adopt changes with measurable outcomes
Location: NYC, Flatiron office. In-person team.
What you’ll bring:
5–10 years in Revenue Operations or GTM Systems at high‑growth software/AI companies
Hands‑on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
Advanced analytical skills with Excel/Sheets, SQL, and BI tools
Track record partnering with executive leadership on cross‑functional outcomes
Ability to work in Manhattan office 5 days per week
What we’d love to see:
Experience scaling GTM at Series A–C companies across multiple product lines
Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
Experience with accounting/finance buyers or CFO office products
What Success looks like in this role
Startup mindset:
You thrive amid ambiguity and rapid growth.
Systems thinker & builder:
You love turning messy workflows into crisp, scalable operating models.
High agency, bias for action:
You own outcomes and move quickly with clear metrics.
Detail-oriented with taste:
You balance speed with data quality, governance, and usability.
Office lover:
You prefer tapping a teammate on the shoulder to waiting on a Slack thread.
Why Join Basis? We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well‑being:
Health & Wellness:
Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
Flexibility:
Unlimited PTO + 12 paid company holidays.
In‑Office Perks:
Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
Financial Benefits:
Pre‑tax commuter benefits and 401(k) retirement plan
Team Culture:
Monthly office activities and frequent optional team happy hours.
#J-18808-Ljbffr