Deployed Intelligence - Strategist

The role

You will join the Deployed Intelligence team to lead customer engagements and own post-sale success from kickoff to expansion. You will run workshops, training, and translate business goals into intelligent agent workflows while providing product feedback to Engineering.

What you will do

• Own post-sale success from kickoff to adoption to expansion
• Lead engagements
• Run workshops and training
• Translate business goals into intelligent agent workflows
• Provide constant feedback to the Engineering team on product improvements

Required qualifications

• 4+ years at a fast-paced Enterprise SaaS or fintech startup, or at a company that deploys complex SaaS solutions, working closely with customers on onboarding, implementation, and training
• Extensive experience managing enterprise relations
• Process-oriented
• Strong communicator
• First principles reasoner
• Company-builder
• Excited about AI in accounting
• Office lover seeking full-time in-office in NYC
• All-in

Nice to have

• Accounting experience
• CPA

Benefits

• Premium Medical, Dental, and Vision coverage
• Life Insurance
• 6 coaching & 6 therapy sessions through Spring Health
• 100% coverage of Wellhub Gold membership
• Unlimited PTO
• 12 paid company holidays
• Daily meal stipends
• Fully stocked kitchen
• $300 toward custom desk setup
• Pre-tax commuter benefits
• 401(k) retirement plan
• Monthly office activities and frequent optional team happy hours

About the company

Basis builds real agents that perform end-to-end work for large accounting firms. The company recently raised $100M at a >$1B valuation.