About the job

Basis-ai develops intelligent agents that handle complex, real-world tasks for leading accounting firms. Backed by Khosla Ventures, Accel, and Google Ventures, the company recently secured $100M in funding and now holds a valuation over $1B. Basis-ai’s applied machine learning solutions are trusted by industry leaders to automate and scale sophisticated accounting work.
"Basis is on the frontier of building production-grade, long-horizon agents. They've pushed the limits of what we thought our models could do on real-world, economically valuable, complex accounting tasks." , Prashant Mital, Applied AI Lead, OpenAI
Role overview
The Customer Success Lead will nurture relationships with enterprise clients as basis-ai expands across accounting practices. This foundational role combines leadership and direct account management. The position is based in the New York office and involves building a high-performing Customer Success team while personally overseeing a portfolio of key accounts.
What you will do
- Establish and lead the Customer Success function at basis-ai
- Manage a portfolio of enterprise accounts, focusing on adoption, expansion, and renewals
- Recruit, train, and oversee Customer Success Managers
- Define operational processes such as account segmentation and customer health metrics
- Collaborate with the Deployed Intelligence team to ensure smooth transitions for ongoing customer support
- Work with Account Executives to identify growth opportunities and drive annual recurring revenue (ARR)
Requirements
This role calls for experience in customer success, account management, or a related field, along with a track record of building and leading teams. Strong communication skills and the ability to work cross-functionally are essential as basis-ai grows its presence in the accounting sector.

