Deployment Intelligence Strategist

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?

Owning the full customer journey from contract signing through pilot, implementation, training, and ongoing adoption

Running workshops and training sessions to teach accounting firms how to use Basis's AI agents

Troubleshooting issues and acting as the primary project manager for each account

Translating customer business goals into intelligent agent workflows that transform how accounting gets done

Providing constant feedback to Engineering on product improvements based on customer interactions

Key Requirements

5+ years of experience in enterprise SaaS implementation, financial transformation, or a related customer-facing role at a startup or mid-stage company

Must be based in NYC and willing to work full-time in-office 5 days/week in Flatiron — no flexibility

Highly articulate with strong customer empathy and the ability to manage complex enterprise relationships

Process-oriented with experience managing complex platform implementations end-to-end

Some fundamental understanding of accounting (QuickBooks, NetSuite, general ledger concepts) strongly preferred; CPA or accounting background is a major plus