Basis
Accounting Solutions Consultant
$100K–$225K
New York Office · On-site · Full-time · Posted Jan 6, 2026
- Experience
- 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity.
About the job
Leads value-based demos and technical evaluations to show prospects how Basis’s AI agents support accounting workflows, while advising on finance, compliance, integrations, and technical due diligence.
What you'll do
- Run prospect demos and structured evaluations, and identify strong opportunities.
- Answer accounting, compliance, and integration questions; manage security and IT questionnaires and technical due diligence.
- Partner with Account Executives on complex deals and ensure clear handoffs to post-sales teams.
What they ask for
- 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity.
- Ability to explain technical concepts to executives and accounting teams.
- Process-oriented problem-solving and first-principles reasoning.
Nice to have
- Early-stage startup experience.
- Hands-on experience with accounting software such as QuickBooks, Xero, NetSuite, Bill.com, or Ramp.
Pay
$100K – $225K (base salary)
Tools
QuickBooks, Xero, NetSuite, Bill.com, Ramp
AI focus
Demonstrates how AI agents transform month-end close, reconciliations, audit, tax, and other accounting workflows.
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