Deployed Intelligence - Strategist

About the role

Over the last two decades, we’ve seen several waves of software deployment models, from on-prem to SaaS to bespoke platforms. With each wave came new deployment roles: implementation managers, solution engineers, and forward-deployed engineers. Now, we believe a new phase is emerging: one defined not by implementing software, but by deploying intelligence. In this role, you will be part of our Deployed Intelligence team, which will lead the charge into the new reality of accounting.

This is an extremely customer-facing role. You will be the face of Basis for your accounts, owning post-sale success from kickoff to adoption to expansion. You will lead engagements, run workshops and training, and translate business goals into intelligent agent workflows that transform how accounting gets done. As The Primary Interface With Our Customers, You'll Also Be Providing Constant Feedback To Our Engineering Team On Product Improvements, Directly Impacting The Future Of Our Platform.

Responsibilities

• Manage customer relationships and ensure successful project outcomes
• Work closely with customers on onboarding, implementation, and training
• Lead workshops and training sessions to educate clients on using Basis’ products
• Translate business goals into intelligent agent workflows that enhance accounting processes
• Provide direct feedback to the engineering team on product improvements
• Collaborate with senior and junior stakeholders to communicate complex concepts effectively

Requirements

• 4+ years at a fast-paced Enterprise SaaS or fintech startup, or at a company that deploys complex SaaS solutions, where you worked closely with customers on onboarding, implementation, and training
• Extensive experience managing enterprise relations, ideally with large accounting firms
• Accounting experience and/or CPA (not required)

Qualifications

• Process-oriented: Skilled at breaking down complex problems into clear and repeatable steps and managing execution
• Strong communicator: Clear at explaining concepts and comfortable collaborating with both senior and junior stakeholders
• First principles reasoner: Basis is not a normal company; we are building net-new capabilities and assumptions need to be questioned. We look for people who do not just know what things have worked before, but can apply those lessons to new situations
• Company-builder: Excited to lay the groundwork, technically and culturally, as we rapidly scale
• Excited about AI in accounting: Excited about the possibilities of how AI can transform accounting practices
• Office lover: Prefers shouting across a room over a slack message, seeking full-time in-office in NYC
• All-in: This is not a 9-5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously

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

Pay

TBD

Schedule

TBD

Location

NYC, Flatiron office. In-person team.

Read more

Read about Deployed Intelligence at Basis here