About Basis Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world. We recently raised $100M at >$1B valuation and are racing to deploy the most advanced applied ML at production scale. Our investors include: Khosla Ventures (Keith Rabois & Vinod Khosla), Accel (Miles Clements), Google Ventures, Nat Friedman & Daniel Gross, Adam D'Angelo, Jeff Dean, Jack Altman, Noam Brown, Kyle Vogt, Amjad Masad, Clem Delangue and many other operators/technical leaders. "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. They've been a great collaborator in helping us shape what the future of agents looks like." — Prashant Mital, Applied AI Lead, OpenAI
About
the role Basis is deployed with the top accounting firms in the country. As our customer base grows, so does the long-term opportunity we hold with each firm – expanding across practices, deepening adoption, and growing into a mission-critical platform. We're building a dedicated Customer Success function to own those relationships. You'll own a portfolio of enterprise accounts directly – driving adoption, expansion, and renewal across some of the most important firms in the country. Reporting to the Customer Success Lead, you'll help shape the CS playbook and build the relationships that turn Basis into a mission-critical platform at one of the fastest-growing companies in AI.
What you'll do Own a portfolio of enterprise accounts: drive adoption, expansion, and renewal Run the customer relationship end to end, from onboarding through renewal Contribute to the CS operating model: account health metrics, handoff playbooks, and renewal processes Partner with the Deployed Intelligence team on the handoff from deployment to long-term customer ownership Partner with Account Executives on QBRs, expansion opportunities, and ARR growth What you'll bring Experience owning enterprise customer relationships in a CS or account management role Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts Track record of driving adoption and retention across complex, multi-stakeholder accounts Energized by running a customer call and owning the outcome
Bonus if you have Background at a vertical SaaS or professional services platform Experience selling into or supporting accounting, audit, or finance firms Experience deploying AI products into regulated industries What we look for Strong commercial instinct: thinks in terms of revenue outcomes; identifies expansion opportunities, manages complex renewals, and spots churn risk before it becomes a problem Builder: energized by helping shape the playbook of a rapidly scaling function High agency: takes ownership and moves fast without waiting for perfect information Executive presence: comfortable holding senior-level conversations with firm partners and C-suite stakeholders Office lover: prefers shouting across a room over a Slack message, seeking full-time in-office in NYC
Benefits at Basis We offer a competitive and thoughtful
benefits package designed to support your physical, mental, and financial well-being: 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
We started Basis with the core belief that agents would become an integral part of knowledge work in the near future, and that accounting would be among the first and most important domains where this happened. Accounting is structured, high-stakes, and essential to every business on earth. It's also one of the most underbuilt areas in technology.
Here we are 3 years later, and Basis can now complete a partnership tax workbook end to end. Basis' abilities improve monthly and the rate of improvement itself is increasing. Every day accountants use Basis to create complex journal entries, debug difficult reconciliations, prepare technical accounting memos, and much more. We're deploying real agents to do real work in the real economy.
The world is going to look very different in 2030, and accounting will be at the center of that transformation in ways most people don't yet appreciate. Read more about how we're thinking about the work.
Location
New York, NY
Total raised
$137.6M
Last stage
Series B
Investors
No applications, no recruiter spam. Just the intro.
A few questions to make sure this role is the right shape for you. Two minutes.
I write the intro, send it to the founder, and handle the back-and-forth.
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.