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Deployed Intelligence Strategist

basis-aiNew York Office
On-site Full-time

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Experience Level

Experience

Qualifications

What We Look ForProcess-oriented: Proficient in dissecting complex workflows and streamlining processes. Customer-focused: Exceptional interpersonal skills and a passion for building strong client relationships. Adaptable: Comfortable navigating a dynamic environment and responding to evolving customer needs.

About the job

About Basis

At Basis, we empower accountants with a dedicated team of AI agents to tackle real-world workflows effectively.

Having achieved product-market fit, we are currently experiencing overwhelming demand and have successfully raised $34 million to scale our operations rapidly to meet this demand.

Founded in the vibrant heart of New York City, you can learn more about Basis here.

About the Role

In the past twenty years, the landscape of software deployment has transformed significantly, evolving from on-premises solutions to SaaS and custom platforms. Each of these transitions has introduced new deployment roles such as implementation managers, solution engineers, and forward-deployed engineers.


We are now entering a new era—one characterized not by the mere implementation of software but by the deployment of intelligence.


As a member of our Deployed Intelligence team, you will spearhead our initiative into this new frontier of accounting. This is a highly customer-oriented position where you will represent Basis to your accounts, overseeing post-sale success from initiation through adoption and further expansion. You will lead client engagements, conduct workshops and training sessions, and convert business objectives into intelligent agent workflows that revolutionize accounting practices.
As the primary liaison with our clients, you will also provide continuous feedback to our Engineering team regarding product enhancements, directly influencing the future direction of our platform. The ideal candidate will possess the following qualifications:

  • 4+ years of experience in a fast-paced Enterprise SaaS or fintech startup, or a company that implements complex SaaS solutions, with hands-on experience in customer onboarding, implementation, and training.

  • Proven track record of managing enterprise relationships, preferably with large accounting firms.

  • Experience in accounting and/or a CPA certification is advantageous, though not mandatory.

Learn more about Deployed Intelligence at Basis here.

Location: NYC, Flatiron office. We are an in-person team.

About basis-ai

Basis is at the forefront of technological innovation in accounting, utilizing AI to enhance efficiency and effectiveness. Our mission is to transform the accounting landscape by equipping professionals with intelligent tools that redefine how workflows are managed.

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