Customer Success Manager

Basis; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Premium Medical, Dental, and Vision coverage

Unlimited PTO + 12 paid holidays

Daily meal stipends

401(k) retirement plan

Job summary

Basis is hiring for a role focused on building strong relationships with major enterprise clients in the accounting sector. You will manage a portfolio of key accounts to drive adoption and ensure renewals, shaping the customer success strategy at one of the most dynamic AI companies.

The position requires experience in enterprise customer relationships, strong commercial insights, and a proactive approach to managing complex client needs. This role is based in New York City with attractive benefits including unlimited PTO and wellness support.

Qualifications

• Experience in a customer success or account management role handling complex accounts.
• Proven ability to achieve renewal and expansion targets in an enterprise context.

Responsibilities

• Own a portfolio of enterprise accounts driving adoption and renewal.
• Manage customer relationships through onboarding to renewal.
• Contribute to customer success operating model.

Skills

Experience owning enterprise customer relationships

Track record of driving adoption and retention

Strong commercial instinct

Excellent communication

Job description

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

• 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