Customer Education Lead

About the role

The way accountants work is changing. AI agents are now doing real work – preparing returns, reviewing workpapers, flagging exceptions – and accountants need to learn how to work alongside them. At Basis, we believe you can't just hand someone a powerful tool and walk away. You have to guide them into the future. That's what Basis Academy is for. It's how firms learn to work confidently with Basis agents across Tax, Audit, and Advisory.

Responsibilities

• Own the Academy as a product: strategy, roadmap, content operations, and outcomes
• Build best-in-class digital learning experiences: role-based paths tailored to Preparers, Reviewers, and Managers across CAS, Tax, Audit, and Advisory
• Design the "Basis Certified" credential ladder: define what it means to be an expert in AI Accounting and build a certification that matters
• Build for scale: translate our high-touch, white-glove training into scalable, on-demand courses and interactive simulations
• Drive CPE accreditation: work toward making Basis courses eligible for Continuing Professional Education credits, a major differentiator for firm partners
• Hire and lead a lean, high-output team (instructional designers, content producers, live session facilitators)
• Instrument the program end-to-end: connect learning data to product adoption, retention, and business outcomes

Requirements

• 4+ years building or scaling a customer education or technical enablement program at a modern SaaS or AI company
• Proven ability to evolve a program from live-training-only to a hybrid model of self-paced digital learning and live workshops

Qualifications

• Experience running content operations: you can produce high-quality content efficiently and keep it current in a fast-moving product environment
• Proven ability to evolve a program from live-training-only to a hybrid model of self-paced digital learning and live workshops

Skills

• Background in accounting, finance, or a similar regulated industry
• Experience with AI products, specifically teaching users how to work with AI agents
• Familiarity with CPE/CE accreditation programs (NASBA or similar)
• Experience with LMS platforms (WorkRamp, Thought Industries, etc.) and/or badging platforms (Credly, Open Badges)

What You'll Bring

• First principles reasoner: builds frameworks from scratch rather than copying what's been done before
• High agency: takes ownership of outcomes and moves fast without waiting for perfect information
• Builder mentality: treats the Academy as a product; cares about user journey, platform UX, and whether content actually creates behavior change

Office lover

Preferes shouting across a room over a Slack message, seeks full-time in-office in NYC

Benefits

• Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
• Time off: 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.
• Parental Leave