Basis is a company that builds real agents for the accounting industry, focusing on AI-native ... managing multiple projects without much hand-holding • Startup mindset -- thrives in ambiguity ...
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Basis is a company that builds real agents for the accounting industry, focusing on AI-native ... managing multiple projects without much hand-holding • Startup mindset -- thrives in ambiguity ...
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Job description
Job Summary:
Basis is a company that builds real agents for the accounting industry, focusing on AI-native workflows. The Sales Engineer on the Accounting Solutions team will work behind the scenes to create demo infrastructure and custom procedures that support the sales process.
Responsibilities:
• Build and maintain Basis demo environments across accounting, finance, audit, and tax workflows
• Create custom procedures within Basis that showcase real accounting use cases
• Automate repetitive build tasks using the Excel, Word, PowerPoint, and the Basis platform
• Stay current on Basis product updates and translate new capabilities into demo-ready assets
• Partner with Sales, Product, and Engineering to ensure demos reflect real customer workflows
Qualifications:
Required:
• 2–4 years in accounting, audit, tax, or a related finance function
• Hands-on experience automating tasks (Excel, Python, or similar)
• Strong writer — can distill complex accounting concepts into clear instruction sets
• Technically curious — picks up new software and platforms quickly
• Detail-oriented and self-directed; comfortable managing multiple projects without much hand-holding
• Startup mindset — thrives in ambiguity, moves fast, owns outcomes
Preferred:
• Experience with accounting software (QBO, NetSuite, Xero, Sage, etc.)
• Experience across multiple practice lines (accounting/finance, audit, and/or tax)
• Prior experience in a sales support, solutions, or enablement role
Company:
Basis provides an AI agent platform that automates accounting workflows for professionals. Founded in 2023, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.
Basis is a company that builds real agents for the accounting industry, focusing on AI-native workflows. The Sales Engineer on the Accounting Solutions team will work behind the scenes to create demo infrastructure and custom procedures that support the sales process.
Responsibilities:
• Build and maintain Basis demo environments across accounting, finance, audit, and tax workflows
• Create custom procedures within Basis that showcase real accounting use cases
• Automate repetitive build tasks using the Excel, Word, PowerPoint, and the Basis platform
• Stay current on Basis product updates and translate new capabilities into demo-ready assets
• Partner with Sales, Product, and Engineering to ensure demos reflect real customer workflows
Qualifications:
Required:
• 2–4 years in accounting, audit, tax, or a related finance function
• Hands-on experience automating tasks (Excel, Python, or similar)
• Strong writer — can distill complex accounting concepts into clear instruction sets
• Technically curious — picks up new software and platforms quickly
• Detail-oriented and self-directed; comfortable managing multiple projects without much hand-holding
• Startup mindset — thrives in ambiguity, moves fast, owns outcomes
Preferred:
• Experience with accounting software (QBO, NetSuite, Xero, Sage, etc.)
• Experience across multiple practice lines (accounting/finance, audit, and/or tax)
• Prior experience in a sales support, solutions, or enablement role
Company:
Basis provides an AI agent platform that automates accounting workflows for professionals. Founded in 2023, the company is headquartered in New York, USA, with a team of 51-200 employees. The company is currently Growth Stage.