Accounting Solutions Consultant

The role

You will lead value-based demos showing how AI agents transform accounting workflows. You will serve as a finance expert, own security and IT questionnaires, and partner with Account Executives on enterprise deals.

What you will do

• Lead value-based demos for prospects
• Field questions on technical accounting, compliance, and integrations
• Own security and IT questionnaires
• Guide prospects through technical due diligence
• Drive technical qualification by identifying opportunities and running evaluations
• Partner with Account Executives on strategy for complex cycles and enterprise deals
• Ensure smooth handoffs to post-sales teams
• Stay sharp on accounting practices, industry trends, and the competitive landscape

Required qualifications

• 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity
• Break down complex problems into clear, repeatable steps
• Explain technical concepts to both executives and accounting teams
• 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

Nice to have

• 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
• 100% Wellhub Gold membership coverage
• 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.