Basis · 1 month ago
Director, Revenue Operations
New York Office
Full-time
Onsite
Lead/Staff, Director/Executive
$100K/yr - $250K/yr
5+ years expBasis-ai is a company that equips accountants with AI agents to manage real workflows. They are seeking a Founding Revenue Operations leader to design and scale systems that support their go-to-market engine, combining technical ownership with strategic leadership across Sales, Marketing, and Customer Success.
AccountingArtificial Intelligence (AI)Information Technology
Responsibilities
Set GTM strategy & operating cadence
Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
Build dashboards and analytics that leadership and teams trust for decision-making
Design integrations and workflows to maintain clean, reliable data across tools
Build and maintain integrations and automation to increase rep productivity
Standardize lead-to-customer lifecycle and implement scalable pipeline governance
Document processes and ensure cross-functional teams adopt changes with measurable outcomes
Qualification
Required
5–10 years in Revenue Operations or GTM Systems at high-growth software/AI companies
Hands-on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
Advanced analytical skills with Excel/Sheets, SQL, and BI tools
Track record partnering with executive leadership on cross-functional outcomes
Ability to work in Manhattan office 5 days per week
Preferred
Experience scaling GTM at Series A–C companies across multiple product lines
Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
Experience with accounting/finance buyers or CFO office products
Company
Basis
Basis provides AI agents that automate accounting workflows for professionals.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$37.6MKey Investors
Khosla VenturesBetter Tomorrow Ventures
2024-12-17Series A· $34M
2023-10-18Seed· $3.6M
2023-03-20Pre Seed
Leadership Team
Matt Harpe
Co-Founder
Mitchell Troyanovsky
Co-Founder
Recent News
2025-08-15
Company data provided by crunchbase