Basis · 4 days ago
Founding Sales Engineer
New York, NY
Full-time
Onsite
Mid Level
3+ years expBasis equips accountants with a team of AI agents to take on real workflows. In this role, you will lead value-based demos showcasing how AI agents transform accounting processes while serving as the finance expert for technical inquiries and guiding prospects through evaluations and due diligence.
AccountingArtificial Intelligence (AI)Information Technology
Responsibilities
Lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more
Field questions on technical accounting, compliance, and integrations
Own security and IT questionnaires and guide prospects through technical due diligence
Drive technical qualification by identifying the best opportunities and running structured evaluations
Partner with Account Executives on strategy for complex cycles and enterprise deals
Ensure smooth handoffs to post-sales teams through clear knowledge transfer
Stay sharp on accounting practices, industry trends, and the competitive landscape
Qualification
Required
3+ years in accounting, finance, investment banking, or Private Equity
Break down complex problems into clear, repeatable steps
Strong communicator: Explain technical concepts to both executives and accounting teams
First principles reasoner: Question assumptions and apply lessons to new solution
Excited to build foundations as we rapidly scale
Ready for high velocity, high responsibility environment
Prefers in-person collaboration in our NYC office
Preferred
Early stage startup experience
Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
Benefits
Premium Medical, Dental, and Vision coverage
Life Insurance
6 coaching & 6 therapy sessions through Spring Health
Unlimited PTO + 12 paid company holidays
Daily meal stipends
A fully stocked kitchen
$300 toward your custom desk setup
Pre-tax commuter benefits
401(k) retirement plan
Monthly office activities
Frequent optional team happy hours
Company
Basis
Basis provides AI agents that automate accounting workflows for professionals.
11-50 employees
H1B Sponsorship
Basis has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2022 (5)
2020 (1)
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