Deployed Intelligence - Strategist

getbasis.ai; New York (NY); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health & Wellness

Unlimited PTO

In-Office Perks

401(k) retirement plan

Team events

Parental Leave

Job summary

Basis is seeking a customer‑facing member of the Deployed Intelligence team in NYC to own post‑sale success from kickoff to adoption and expansion. You will run workshops, lead engagements with large accounting firms, and translate business goals into intelligent agent workflows that transform accounting tasks.

You will be the face of Basis for accounts, collaborating with customers and engineering to shape product feedback and deployment strategies in a fast-paced, in‑office environment.

Qualifications

• Experience with enterprise SaaS onboarding, implementation, and training.
• Experience managing enterprise relationships, ideally with large accounting firms.
• Accounting experience or CPA is a plus, but not required.

Responsibilities

• Own post‑sale success from kickoff to adoption to expansion.
• Lead engagements, run workshops and training for customers.
• Translate business goals into intelligent agent workflows for accounting tasks.
• Provide constant feedback to Engineering to influence product improvements.

Skills

Enterprise SaaS experience

Enterprise client relations

Accounting knowledge

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

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.Ideally, you will have the following experience:

• 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 are a plus, but not required

Read about Deployed Intelligence at Basis here: https://www.getbasis.ai/blogs/introducing-deployed-intelligence

Location: NYC, Flatiron office. In‑person team.

What we look for

• 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 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.

  
  
  
  

  • Basis will cover 100% of your Wellhub Gold membership.

  
  

  • Wellhub gives you access to gyms like Lifetime, SoulCycle, NYSC and so many more - as well as access to wellness apps like Strava & Headspace!

  
  
  
  



• 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