
1 - 10 employees
🤖 Artificial Intelligence
💳 Fintech
Artificial Intelligence • Fintech
Basis is an AI platform specifically designed for accounting firms, providing them with a team of AI assistants to enhance their accounting operations. The platform aims to streamline workflows and improve efficiency within the finance sector through advanced technology.
🔥 4 minutes ago
🇺🇸 United States – Remote
💵 $200k - $400k / year
⏰ Full Time
🟠 Senior
🔴 Lead
🤝 Client Partner
🦅 H1B Visa Sponsor
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1 - 10 employees
🤖 Artificial Intelligence
💳 Fintech
Artificial Intelligence • Fintech
Basis is an AI platform specifically designed for accounting firms, providing them with a team of AI assistants to enhance their accounting operations. The platform aims to streamline workflows and improve efficiency within the finance sector through advanced technology.
• Serve as the strategic lead for a portfolio of Basis’s largest clients • Align teams across Basis and each client • Lead growth initiatives and ensure clients realize the full value of their investment • Build durable executive relationships and establish clear account strategies • Maintain strong partnership health and own long-term value creation • Identify upsell and cross-sell opportunities and drive measurable business outcomes • Navigate complex organizations and build consensus across diverse stakeholders • Design and execute account strategies meeting or exceeding retention and growth targets • Analyze client businesses, priorities, and market context to develop focused account initiatives • Lead expansion by identifying new use cases, business units, and stakeholders • Spearhead sales for existing contracted areas and work with Account Executives on contract expansion • Build and execute multi-year account plans aligning customer goals with Basis growth objectives • Orchestrate executive leadership, Account Executives, Solution Consultants, Customer Success, Deployed Intelligence, Partnerships, Marketing, Support, and Revenue Operations • Drive retention and expansion strategy, including opportunity development, forecasting, negotiation, and closing • Define and manage executive relationship strategies and lead executive business reviews • Represent Basis at customer events, industry forums, and executive gatherings • Strengthen the Strategic Accounts function through cross-team initiatives • Report to the Head of Strategic Accounts
• 9+ years in technology sales, strategic account management, business development, or equivalent experience • Experience working with top 100 accounting firms, Fortune 500 companies, or similarly complex enterprise customers • Proven success developing and executing account strategies for large, strategic clients • Exceptional relationship-building skills, including building multi-threaded relationships and aligning stakeholders across large organizations • Experience identifying, developing, negotiating, and closing large, complex technology deals with enterprise customers • Strong consultative selling skills and ability to become a strategic partner rather than a vendor • Executive presence and experience presenting to and negotiating with C-suite leaders, finance, IT, business teams, procurement, legal, and internal stakeholders • Experience selling emerging technologies or complex solutions to large enterprises • Strong cross-functional collaboration with product, engineering, customer success, partnerships, and other teams • Resourceful problem-solving skills and ability to navigate ambiguity • Bachelor’s degree in a relevant field or equivalent professional experience • Passion for AI and emerging technologies, with enthusiasm for helping the accounting industry adopt AI responsibly • Builder mindset and interest in shaping the playbook for a rapidly scaling function • High ownership and urgency; able to move quickly without waiting for perfect information
• Premium Medical, Dental, and Vision coverage • Life Insurance • 6 coaching and 6 therapy sessions through Spring Health • 100% covered Wellhub Gold membership • Unlimited PTO • 12 paid company holidays • Daily meal stipends • Fully stocked kitchen • $300 toward a custom desk setup • Pre-tax commuter benefits • 401(k) retirement plan • Monthly office activities • Frequent optional team happy hours • Parental Leave • Equity plan
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