Founding Sales Engineer at Basis

New York, New York, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, Fintech, Artificial IntelligenceIndustries

Requirements

Minimum Qualifications
3+ years in accounting, finance, investment banking, or Private Equity
Process-oriented: Break down complex problems into clear, repeatable steps
Strong communicator: Explain technical concepts to both executives and accounting teams
First principles reasoner: Question assumptions and apply lessons to new solutions
Company-builder: Excited to build foundations as we rapidly scale
All-in: Ready for high velocity, high responsibility environment
Office lover: Prefers in-person collaboration in our NYC office
Preferred Qualifications
Early stage startup experience
Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.)
Who You Are
Startup mindset: Excited about ambiguity and rapid growth
All-in: This is not a 9-5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity

Responsibilities

Lead value based demos that show prospects how AI agents will transform their month-end close, reconciliations, audit workflows, and more
Be the finance expert who can answer any question about technical accounting, compliance, or technical integration
Own security and IT questionnaires and guide prospects through technical due diligence processes
Drive technical qualification by identifying the best opportunities and leading structured evaluations
Partner with Account Executives on sales strategy for complex cycles and enterprise deals
Ensure smooth handoffs to post-sales teams through effective knowledge transfer
Stay sharp on accounting practices, industry trends, and competitive landscape

Skills

Sales Engineering

Technical Sales

AI Agents

Machine Learning

Accounting Workflows

Pre-sales

Demos

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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