About the job
About Basis
Basis 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.

