Revenue Operations Leader at basis-ai | New York

Join basis-ai as the Revenue Operations Leader, where you will drive our revenue strategies and operational efficiency. This role is critical to our growth as you will lead initiatives that enhance our revenue processes and systems, ultimately contributing to our company's success. Collaborate with cross-functional teams to analyze data, implement best practices, and ensure alignment with our business goals.

Join basis-ai as a Sales Leader, where you will spearhead our dynamic sales initiatives in the vibrant city of New York. In this pivotal role, you'll lead a talented team to drive sales growth, cultivate client relationships, and expand our market presence. Your strategic vision and leadership will be instrumental in achieving and exceeding sales targets, while fostering an environment of collaboration and success.

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.

Join our dynamic team at basis-ai as a Recruiting Associate, where you will play a pivotal role in attracting top talent to our innovative company. As a Recruiting Associate, you'll be responsible for sourcing, screening, and recommending candidates for various positions, ensuring we maintain our high standards of talent acquisition. If you are passionate about recruitment and eager to contribute to a forward-thinking organization, this position is perfect for you!

basis-ai develops intelligent agents that support complex operations for major accounting firms. With a recent $100 million funding round and a valuation above $1 billion, the company is backed by investors such as Khosla Ventures, Accel, Google Ventures, and leaders in technology. The team’s mission centers on bringing reliable, production-ready AI to industries where accuracy and dependability are essential. As a Solutions Engineer on the Deployed Intelligence team, the work centers on helping customers integrate basis-ai’s products into their daily operations. This includes handling technical integrations, overseeing key system connections, and translating customer requirements for the engineering team. Daily collaboration with DI Strategists is a core part of the role. Location This position is based in person at the Flatiron office in New York City. Preferred Qualifications Minimum 4 years of experience in solutions engineering, technical implementation, or a similar customer-facing technical field Strong skills in SQL for data analysis and troubleshooting Practical experience with API integrations, ideally within financial services or enterprise SaaS Proven problem-solving skills and a customer-focused approach

About Basis AIBasis AI empowers accountants with an innovative team of AI agents that streamline real-world workflows.Having successfully achieved product-market fit, we are experiencing overwhelming demand and have recently secured $34 million in funding to accelerate our growth.Founded in New York City, learn more about Basis AI here.About the TeamOur team is dedicated to creating product experiences where AI accountants work alongside humans, simplifying complex accounting processes to make them more intuitive and reliable.Leveraging LLMs, we are revolutionizing product functionality, requiring new architectural designs and innovative thought processes for human-AI collaboration. Just as mobile technology transformed UI design, AI is reshaping our development approaches.We adopt a first-principles approach, working in small, agile teams with rapid feedback cycles. Collaborating closely with accounting subject matter experts, designers, product managers, researchers, and platform engineers, we prioritize clean abstractions and maintainable code that is accessible for both humans and AI systems.About the RoleAs a Product Engineer at Basis AI, you will take full ownership of your projects from inception to completion. As the Responsible Party (RP), you will define problems, devise solutions, implement them, and assess their effectiveness.We trust you to self-manage, allowing you to establish your own objectives, schedule, and make both technical and product decisions. You will engage directly with users, understand their needs, and iterate until the product operates flawlessly.Your Responsibilities:Develop intelligent product experiences:Design and launch user-centric products that seamlessly integrate AI functionalities with robust workflows.Create dependable APIs, data structures, and frontend processes.Incorporate LLM features such as retrieval, reconciliation, and safety measures into our offerings.Write structured code that is easily interpretable by AI agents.

Join basis-ai as a Revenue Operations Associate in our New York office. In this pivotal role, you will be instrumental in driving financial efficiency and operational effectiveness across our revenue-generating teams. Your analytical skills and attention to detail will support our sales and marketing efforts, ensuring seamless operations that contribute to our overall success.

About BasisBasis is revolutionizing the accounting industry by providing professionals with a dedicated team of AI agents to manage intricate workflows efficiently. We have successfully achieved product-market fit, are experiencing demand that exceeds our capacity, and have recently secured $34 million in funding to accelerate our growth.Founded in the vibrant tech hub of New York City, we invite you to discover more about our mission and innovations here.About the RoleWe are seeking a talented individual to narrate the compelling story of Basis to the world. In this role, you will shape our public image and establish our brand voice, as we venture into uncharted territories at the crossroads of AI and accounting. Your mission will involve crafting narratives that highlight our unique value propositions, particularly to attract top-tier machine learning and engineering talent.At Basis, we value transparency and open communication, and we aim to share our insights publicly (explore our writings here, here, and here). However, we recognize that we need to enhance our storytelling efforts, and you will play a pivotal role in developing a narrative that resonates with our aspirations to be a generational company. Location: NYC, Flatiron office. Our team collaborates in-person.What Makes Basis Special?Frontier of Applied AIBasis stands at the forefront of applied AI, being among the few companies implementing AI agents in real-world accounting scenarios. We are pioneering the transformation of raw AI capabilities into tangible economic productivity, setting ourselves apart in an industry of paramount significance.Centrality of AccountingAccounting serves as the backbone of our financial ecosystem, translating complex realities into understandable financial data that guides decision-making for individuals and businesses alike. The caliber of accounting directly influences the quality of economic decisions.

About BasisBasis empowers accountants with innovative AI agents designed to streamline real workflows effectively.Having successfully achieved product-market fit, we are experiencing unprecedented demand and have recently secured $34 million in funding to accelerate our growth and meet this moment.Founded in the heart of New York City, you can learn more about Basis here.What You Will Do:In this pivotal role, you will conduct impactful, value-based demonstrations illustrating how our AI agents optimize processes such as month-end closing, reconciliations, audits, and tax workflows.You will act as the financial authority, adept at addressing inquiries related to technical accounting, compliance, and integrations. Your responsibilities will include managing security and IT questionnaires, guiding prospects through technical due diligence, and identifying optimal opportunities through structured evaluations. You will collaborate with Account Executives to strategize for complex cycles and enterprise deals, ensuring seamless transitions to post-sales teams through effective knowledge transfer. You will also keep abreast of accounting practices, industry advancements, and competitive dynamics. Location: NYC, Flatiron office. In-person team collaboration is essential.What You Bring to the Role:Experience: Over 3 years in accounting, finance, investment banking, or Private Equity.Process-oriented: Ability to decompose complex challenges into clear, repeatable actions.Excellent communicator: Capable of articulating technical concepts to executives and accounting teams alike.First principles thinker: Willing to question assumptions and apply insights to new solutions.Team player: Eager to help build foundational elements as we scale rapidly.All-in mentality: Prepared for a fast-paced, high-responsibility environment.Office enthusiast: Prefers in-person collaboration at our NYC office.Desired Qualifications:Experience in early-stage startups.Hands-on proficiency with accounting software such as QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.

About BasisBasis AI empowers accountants through a dedicated team of AI agents designed to handle real workflows efficiently.Having achieved product-market fit, we are experiencing unprecedented demand and have recently secured $34 million in funding to accelerate our growth trajectory.Based in the vibrant Flatiron district of New York City, you can learn more about us here.

About the FellowshipPostdoctoral Fellowships at Basis provide a unique opportunity for distinguished researchers to advance their expertise in the field of computational intelligence. This encompasses areas such as reasoning, learning, and decision-making. Fellows will collaborate closely with Basis Research Scientists and esteemed Principal Investigators (PIs) from leading academic institutions.About BasisBasis is a nonprofit organization dedicated to applied AI research, driven by two interdependent goals.Our primary aim is to understand and develop intelligence. This involves establishing the mathematical foundations of reasoning, learning, decision-making, comprehension, and explanation; and creating software that embodies these principles.Secondly, we strive to enhance society's capability to tackle complex problems. This entails broadening the scope and complexity of challenges we can address today and, crucially, expediting our future problem-solving abilities.To fulfill these objectives, we are constructing a new technological framework inspired by human reasoning and fostering an innovative collaborative organization that prioritizes human values.How it WorksPostdoctoral Fellows at Basis are jointly mentored and funded by Basis and partner PIs from academic institutions. Fellows will divide their time between Basis and their academic PI's lab, functioning as part of a jointly advised postdoctoral program.Our established partner PIs include: Nada Amin (Harvard), Kevin Ellis (Cornell), Armando Solar-Lezama (MIT), Youssef Marzouk (MIT), and Tom Silver (Princeton).Each Fellow is paired with a mentor from Basis, chosen to align with their research interests and aspirations.Potential Basis mentors possess a wealth of expertise in various fields, ensuring a tailored and enriching mentorship experience.

About BasisBasis is a pioneering nonprofit organization specializing in applied AI research, dedicated to achieving two synergistic objectives.The first objective is to comprehend and develop intelligence. This encompasses establishing the mathematical foundations of reasoning, learning, decision-making, understanding, and explanation; subsequently, we construct software that embodies these principles.The second objective is to enhance society's capacity to tackle complex issues. This involves broadening the scope, intricacy, and variety of challenges we can address today, while also accelerating our future problem-solving capabilities.To fulfill these ambitious goals, we are creating a robust technological foundation inspired by human reasoning, alongside a collaborative organization that prioritizes human values.About the RoleWe are in search of a Technical Program Manager who possesses a deep passion for program management and is eager to propel ambitious research initiatives. In this role, you will be the crucial link connecting our researchers, engineering teams, leadership, and external partners, requiring both technical acumen and project management skills.

About BasisBasis is a pioneering nonprofit organization dedicated to applied AI research, driven by dual objectives that enhance each other.Our primary focus is to understand and construct intelligence. This encompasses establishing the fundamental mathematical principles of reasoning, learning, decision-making, comprehension, and explanation, alongside developing software that embodies these principles.Secondly, we aim to empower society to tackle complex challenges. This involves broadening the scale, complexity, and scope of problems we can currently address and, crucially, accelerating our future problem-solving capabilities.To realize these ambitions, we are establishing an innovative technological framework inspired by human reasoning and fostering a collaborative environment that prioritizes human values.About the RoleAs a Research Engineer, you will play a vital role in advancing Basis’ mission by converting research concepts into accurate, robust, and scalable high-quality code.We are looking for technically proficient individuals who are enthusiastic about delving deep into foundational concepts. Our research engineers are committed to conducting rigorous, high-quality science, unafraid to experiment, learn from mistakes, and explore innovative ideas.Basis thrives on collaboration, both within our team and with external partners. We seek individuals who enjoy tackling challenges greater than they can manage alone.Machine Learning Research Engineer Focus AreasThis position is aimed at experts in machine learning engineering. Key areas of focus include:Probabilistic programming and statistical inferenceDeep learningCausal inferenceProgram synthesis and analysisML Ops and systems engineeringThese areas will be explored in the context of developing reasoning systems. Research engineers will also engage with topics including programming language design and implementation, automatic differentiation, and SAT/SMT solvers.

About BasisBasis is a nonprofit organization dedicated to applied AI research, striving to achieve two interconnected objectives.Firstly, we aim to understand and develop intelligence. This involves establishing the mathematical foundations of reasoning, learning, decision-making, comprehension, and explanation; along with creating software that embodies these principles.Secondly, we seek to enhance society's capacity to address complex challenges. This means broadening the range, scale, and intricacies of the problems we can tackle today, while also accelerating our ability to solve future challenges.To fulfill these missions, we are constructing a novel technological framework inspired by human reasoning, and fostering a collaborative organization that prioritizes human values.About the RoleAs a Research Scientist, you will spearhead Basis's initiatives to deepen our comprehension of the theoretical, mathematical, and computational aspects of intelligence.We seek individuals with exceptional technical skills who are passionate about exploring concepts at their core. Our research scientists and engineers are committed to conducting rigorous, high-quality, and robust scientific inquiry, yet they embrace experimentation, learning from mistakes, and exploring innovative ideas to achieve their goals.Basis thrives on collaboration, both internally and with external partners; thus, we value team players who relish tackling challenges that surpass individual capabilities.Research FocusOur research under the MARA project is dedicated to forging new principles and technologies for modeling, abstraction, and reasoning in AI systems. The primary aim of MARA is to reveal principled methodologies for how intelligence constructs, refines, and applies world models through interactive experimentation.For this position, we specifically seek experts in Reinforcement Learning & Planning who can push the boundaries of model-based RL, exploration strategies, optimal control, and Bayesian optimization. You will develop agents capable of learning efficient policies in intricate, partially observable environments by utilizing structured world models.

Join basis-ai as a Channel Sales Leader in our New York office, where you will spearhead our channel sales strategy, building strong partnerships and driving revenue growth. In this role, you will be responsible for developing and executing sales initiatives, managing channel relationships, and working collaboratively with cross-functional teams to achieve business objectives.

About BasisBasis is a pioneering nonprofit organization focused on applied AI research, driven by dual objectives.Our first goal is to comprehend and construct intelligence. We endeavor to lay down the mathematical principles defining reasoning, learning, decision-making, understanding, and explanation, while also developing software that embodies these principles.The second aim is to enhance society's capability to tackle complex challenges. We strive to broaden the scale, complexity, and diversity of problems we can address today, and more critically, to hasten our capacity to resolve future challenges.To fulfill these ambitions, we are creating an innovative technological foundation inspired by human reasoning, alongside a collaborative organization that prioritizes human values.About the RoleAs a Data Engineer on the Platform team at Basis, you will be responsible for constructing reliable data pipelines featuring comprehensive provenance and quality controls. You will curate documented datasets for training and evaluation while ensuring that our data infrastructure scales effectively. Your work will encompass both platform-specific data needs and cross-project data coordination, minimizing redundancy and fostering shared datasets.We are in search of technically proficient individuals who regard data quality as paramount. The ideal candidate has experience with machine learning data pipelines, understands the complete lifecycle from raw data to model training and evaluation, and approaches data provenance, lineage tracking, and quality assurance with rigor. You will blend software engineering best practices with a profound understanding of data systems and machine learning requirements.This role operates across both the Platform and Research teams, working on infrastructure that supports our commercial offerings and internal research initiatives. You will play a vital role in scaling Basis's data operations to support medium-scale models, ensuring data governance as we cater to external clients, and building systems that researchers can rely on for reproducible experiments.We seek individuals who are committed to executing high-quality, robust data engineering while remaining open to iteration, learning from real-world usage, and exploring diverse approaches to achieve excellence.At Basis, collaboration is key—both internally and with our external partners. We value those who enjoy laying the groundwork for solving grand challenges that extend beyond individual efforts.

About BasisAt Basis, we empower accountants with a cutting-edge team of AI agents designed to seamlessly handle real workflows. Our innovative solutions have achieved product-market fit, and with the recent $34 million funding raise, we're poised for rapid scaling to meet surging demand.Founded in the heart of New York City, discover more about our mission and vision here.About the RoleWith our ambitious growth plans, Basis is aiming to triple our team within the next 12 months! As a Senior Engineering Recruiter, you will collaborate closely with our Head of Talent to source and manage the candidate pipeline for various roles across the organization.If you resonate with the following attributes, we would love to connect with you:2-6 years of recruiting experience, preferably in a seed or series A company, or within a recruiting agency focused on tech startups in New York City.Exceptional verbal and written communication skills.A strong passion for people and artificial intelligence.A natural curiosity about diverse topics.Ability to quickly learn and adapt. Location: In-office at our NYC Flatiron office (100% in-person).What We Look ForLogical Thinker: Ability to dissect complex concepts into fundamental components and reason effectively.Effective Communicator: Clear and concise written communication skills.Interdisciplinary Mindset: Willingness to engage across various disciplines.Company Builder: Eager to contribute to both technical and cultural foundations during rapid growth.Enthusiastic: Genuine excitement about our technology's impact on accounting, finance, and the broader economy.Innovative: Passionate about exploring new ideas and technologies.Office Enthusiast: Prefers in-person collaboration over remote communication, seeking a full-time in-office position in NYC.Dedicated: Committed to the mission with an understanding that this role requires more than the standard 9-5.

Basis AI builds intelligent agents designed to deliver real economic value. Our technology powers continuous, complex workflows for top accounting firms worldwide. With $100M in recent funding and a valuation over $1B, Basis is scaling machine learning solutions to tackle demanding business challenges. Our investors include Khosla Ventures, Accel, Google Ventures, and leaders from across the tech industry. Prashant Mital of OpenAI describes Basis as "pioneering the development of production-grade, long-horizon agents, redefining the potential of our models in complex accounting tasks." Role overview The Go-To-Market Systems Administrator will set up, configure, and manage the systems that power our go-to-market efforts. This role forms the technical foundation of the Revenue Operations team, supporting smooth operation of our GTM stack, integrating tools, and maintaining reliable data. The position reports to the Revenue Operations Leader and works closely with Sales, Marketing, and Customer Success. What you will do Administer CRM platforms (Salesforce or HubSpot): manage configurations, set up objects and fields, automate processes, assign user permissions, and maintain data quality. Build and maintain integrations across the GTM stack, including Outreach, Apollo, Clay, Gong, and marketing automation tools, using native connectors or platforms like Zapier and Workato. Uphold data integrity by applying governance standards such as deduplication, enrichment, validation rules, and regular data cleanup in the CRM. Create and maintain dashboards and reports in the CRM to support pipeline management, forecasting, and performance tracking for leadership and frontline teams. Serve as the main point of contact for system questions, troubleshooting, and process changes. Support onboarding for new team members and roll out system updates as needed. Location This position is based in our New York office.

Avoca develops AI-powered conversational agents for home service companies, streamlining customer connections and handling critical inbound calls, bookings, and lead qualification. With a team of 100 employees in New York City and Santa Barbara, Avoca operates in a $500 billion home services market where responsiveness directly impacts revenue. The company has seen rapid growth, serving major brands and expanding quickly in a market where most missed calls result in lost business. The Revenue Operations Manager will be based at Avoca’s New York headquarters. This position reports to the Director of Revenue Operations and works closely with Customer Success, Finance, and Sales teams. The focus is on strengthening post-sales systems as Avoca scales from 570 to over 1,000 customers. What you will do Oversee all post-sales operations, including tracking implementations, managing renewal pipelines, and monitoring customer health Analyze churn and develop the data infrastructure needed for proactive account management within Customer Success Work with an established CRM to support implementation tracking Assist in automating Quote-to-Cash processes and standardizing contracts Identify and address gaps between what is sold and what is delivered to capture key revenue opportunities Establish clear, data-driven reporting for Net Revenue Retention (NRR) Who thrives here This position suits someone who excels at turning plans into smooth operations and enjoys cross-functional collaboration. Success means making measurable improvements as Avoca continues to grow.

About BasisAt Basis, we empower accountants with a dedicated team of AI agents that streamline real workflows. Our innovative solution has successfully achieved product-market fit, generating more demand than we can fulfill. Recently, we secured $34 million in funding to accelerate our growth and meet the rising market needs.Headquartered in the vibrant heart of New York City, learn more about our visionary approach at Basis.About the RoleIn the age of modern AI, we are challenging traditional UX paradigms. A mere chatbot attached to outdated workflows is insufficient; we envision interfaces where humans and agents collaborate seamlessly, exchanging tasks and building trust in real time.As a Product Designer, you will navigate this uncharted design territory, crafting both the user interfaces accountants engage with and the underlying UI “toolbox” from which agents operate to create those interfaces.Picture Basis in 18 months and contribute to its evolution with measured, iterative releases. Location: New York City, Flatiron office. We are a fully in-person team.Your ResponsibilitiesDesign & DevelopCreate and refine user-agent interactions across various platforms, from initial sketches to final releases.Invent UI components that agents can utilize, modify, and articulate in real time.Collaborate closely with product teams to integrate agents into new and existing solutions.Visionary Thinking: Collaborate with founders to conceptualize Basis 2027 and translate this vision into actionable quarterly goals.User-Centric Approach: Immerse yourself in the accounting experience, gaining empathy by engaging directly with the platform and performing actual accounting tasks within Basis.Rapid Learning: Quickly absorb the nuances of accounting, the capabilities of large language models, and diverse UX strategies for intelligent software, translating insights into product enhancements.Learning Agility: New subjects and technologies resonate with you swiftly, allowing you to grasp and apply concepts within weeks.What You Bring:Demonstrated experience in product design, preferably in a technology-focused environment.Strong understanding of user-centered design principles and methodologies.Excellent communication and collaboration skills.Ability to work in a fast-paced environment and adapt to evolving challenges.