Founding Revenue Operations at Basis

New York, New York, United States

Basis Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
AI, Fintech, AccountingIndustries

Requirements

  • Minimum Qualifications
  • 5–10 years in Revenue Operations or GTM Systems at high-growth software/AI companies
  • Hands-on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
  • Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
  • Advanced analytical skills with Excel/Sheets, SQL, and BI tools
  • Track record partnering with executive leadership on cross-functional outcomes
  • Ability to work in Manhattan office 5 days per week
  • Preferred Qualifications
  • Experience scaling GTM at Series A–C companies across multiple product lines
  • Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
  • Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
  • Experience with accounting/finance buyers or CFO office products
  • Who You Are
  • Startup mindset: You thrive amid ambiguity and rapid growth
  • Systems thinker & builder: You love turning messy workflows into crisp, scalable systems

Responsibilities

  • Set GTM strategy & operating cadence:
  • Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
  • Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
  • Own systems & data:
  • Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
  • Build dashboards and analytics that leadership and teams trust for decision-making
  • Design integrations and workflows to maintain clean, reliable data across tools
  • Drive execution & alignment:
  • Build and maintain integrations and automation to increase rep productivity
  • Standardize lead-to-customer lifecycle and implement scalable pipeline governance
  • Document processes and ensure cross-functional teams adopt changes with measurable outcomes

Skills

Key technologies and capabilities for this role

CRMAutomationData AnalysisRevenue OperationsGo-to-MarketSystems DesignProcess ImplementationAnalyticsStrategic Leadership

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 because the whole team is all-in.

Is this role remote or in-office?

The role requires in-person work in the NYC Flatiron office as part of an in-person team.

What experience is required for this position?

Candidates need 5–10 years of relevant experience.

What is the company culture like at Basis?

Basis emphasizes in-person collaboration in an interdisciplinary environment, bringing together top minds from engineering, ML, and accounting to build at the frontier of technical possibilities, with a high-risk appetite and fast growth.

What makes a strong candidate for this Founding Revenue Operations role?

A strong candidate will have 5–10 years of experience and the ability to combine hands-on technical ownership in CRM, automation, and data with strategic leadership across Sales, Marketing, and Customer Success.

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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