What you'll be doing:In this role, you will lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more.
You'll serve as the finance expert-ready to field questions on technical accounting, compliance, and integrations-while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post-sales teams through clear knowledge transfer. You'll also stay sharp on accounting practices, industry trends, and the competitive landscape.
Location: NYC, Flatiron office. In-person team.
What you'll bring:- Experience: 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity
- Process-oriented: Break down complex problems into clear, repeatable steps
- Strong communicator: Explain technical concepts to both executives and accounting teams
- First principles reasoner: Question assumptions and apply lessons to new solution
- Company-builder: Excited to build foundations as we rapidly scale
- All-in: Ready for high velocity, high responsibility environment
- Office lover: Prefers in-person collaboration in our NYC office
What we'd love to see:- Early stage startup experience
- Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
What Success looks like in this role- Startup mindset: Excited about ambiguity and rapid growth
- 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 at BasisWe 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
