Deployed Intelligence - Product at Basis

New York, New York, United States

Basis Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Accounting, Artificial IntelligenceIndustries

Requirements

  • 4+ years in technical implementation, solutions engineering, or similar customer-facing technical roles
  • Strong SQL proficiency for data analysis and troubleshooting
  • Experience with API integrations, particularly in financial services or enterprise SaaS
  • Track record of managing multiple technical deployments simultaneously
  • Comfort leading technical troubleshooting calls with customers and internal IT teams
  • Experience with enterprise data integrations and connectivity solutions (plus)
  • Process-oriented: Skilled at breaking down complex problems into clear and repeatable steps and managing execution
  • Strong communicator: Clear at explaining concepts and comfortable collaborating with both senior and junior stakeholders
  • First principles reasoner: Able to apply lessons to new situations and question assumptions
  • Company-builder: Excited to lay the groundwork, technically and culturally, as we rapidly scale
  • Excited about AI in accounting: Passionate about how AI can transform accounting practices
  • Office lover: Prefers in-person collaboration, seeking full-time in-office in NYC
  • All-in: Committed to high-intensity work beyond 9-5

Responsibilities

  • Serve as the technical backbone of customer deployments
  • Work closely with DI Strategists who lead enterprise customer engagements
  • Ensure seamless technical integration of Basis into customers' workflows
  • Own the critical connections that power our platform
  • Act as the bridge between customer needs and our engineering team

Skills

Key technologies and capabilities for this role

AI AgentsMachine LearningSoftware DeploymentSaaSOn-premAgentic SystemsFintechProduct

Questions & Answers

Common questions about this position

What is the compensation like for this role?

Basis aims to pay competitively for cash compensation and well above market for equity compensation, as the whole team is all-in.

Is this role remote or onsite, and where is the office located?

The role is onsite in the NYC Flatiron office with an in-person team requirement.

What skills and experience are required for this Solutions Engineer position?

Candidates need 4+ years in technical implementation, solutions engineering, or similar customer-facing technical roles, strong SQL proficiency for data analysis and troubleshooting, experience with API integrations (particularly in financial services or enterprise SaaS), a track record of managing multiple technical deployments, and comfort leading technical troubleshooting calls with customers.

What is the company culture like at Basis?

Basis emphasizes an in-person, interdisciplinary environment in NYC, bringing together top minds from engineering, ML, and accounting to build production-quality agentic systems, with fast growth, high responsibility from day one, and an appetite for high risk on the cutting edge of change.

What makes a strong candidate for this Deployed Intelligence role?

A strong candidate has 4+ years in customer-facing technical roles like solutions engineering, strong SQL skills, API integration experience especially in financial services or enterprise SaaS, and proven ability to manage multiple deployments while leading customer troubleshooting.

Basis

Platform for developing financial applications

About Basis

Basis provides a platform that assists businesses in creating financial applications. The platform includes a variety of tools and integrations that simplify the process of building, testing, and deploying these applications. Clients, which range from financial institutions to fintech startups, can access the platform through a subscription model, paying for its features and support. Basis distinguishes itself from competitors by focusing on streamlining the development process and offering custom solutions tailored to the specific needs of its clients. The company's goal is to empower businesses to innovate and enhance their financial operations through improved application offerings.

1688 Pine St UNIT E211, San Francisco, CA 94109, USAHeadquarters
2022Year Founded
$6MTotal Funding
SEEDCompany Stage
Enterprise Software, FintechIndustries
1-10Employees

Risks

Emerging fintech startups offer similar tools at lower costs.
Regulatory scrutiny on data privacy may increase compliance costs.
Economic downturns could reduce demand for Basis's services.

Differentiation

Basis provides real-time cash flow profiles for B2B lenders.
The platform integrates data from revenue, accounting, and banking sources.
Basis offers a subscription-based model with premium services and custom solutions.

Upsides

Increased demand for real-time financial data analytics benefits Basis's offerings.
The rise of embedded finance aligns with Basis's focus on lending stacks.
Open banking trends enhance Basis's cash flow profile accuracy.

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