About the role
We are looking for a Deployment Intelligence Strategist with 5-10 years of experience to own post-sale implementation and adoption of our AI platform at top accounting firms. You'll be a go-getter with strong customer empathy, process orientation, and ideally some accounting background — joining a fast-growing team deploying real AI agents into the real economy.
What will you be doing?
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Owning the full customer journey from contract signing through pilot, implementation, training, and ongoing adoption
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Running workshops and training sessions to teach accounting firms how to use Basis's AI agents
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Troubleshooting issues and acting as the primary project manager for each account
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Translating customer business goals into intelligent agent workflows that transform how accounting gets done
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Providing constant feedback to Engineering on product improvements based on customer interactions
Key Requirements
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5+ years of experience in enterprise SaaS implementation, financial transformation, or a related customer-facing role at a startup or mid-stage company
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Must be based in NYC and willing to work full-time in-office 5 days/week in Flatiron — no flexibility
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Highly articulate with strong customer empathy and the ability to manage complex enterprise relationships
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Process-oriented with experience managing complex platform implementations end-to-end
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Some fundamental understanding of accounting (QuickBooks, NetSuite, general ledger concepts) strongly preferred; CPA or accounting background is a major plus
About Basis
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.
Required skills
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Job details
Salary
$140,000 - $200,000
Location
New York, United States
Experience
5+ years
Funding
Total raised
$137.6M
Last stage
Series B
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.