Drimva

Basis

Deployed Intelligence - Strategist

$100K–$250K

New York Office · On-site · Full-time · Posted Apr 13, 2025

Experience
4+ years; experience at a fast-paced Enterprise SaaS or fintech startup, or at a company that deploys complex SaaS solutions.

About the job

Own post-sale customer success for Basis accounts, translating accounting business goals into agent workflows and driving adoption and expansion.

What you'll do

  • Lead customer engagements from kickoff through adoption and expansion, including workshops and training.
  • Translate customer goals into intelligent agent workflows for accounting.
  • Provide ongoing customer feedback to Engineering to inform product improvements.

What they ask for

  • 4+ years at a fast-paced Enterprise SaaS or fintech startup, or a company deploying complex SaaS solutions, working with customers on onboarding, implementation, and training.
  • Extensive experience managing enterprise relationships.
  • Strong communication and execution skills, including explaining concepts to senior and junior stakeholders and managing complex work.

Nice to have

  • Experience with large accounting firms.
  • Accounting experience and/or CPA.

Pay

$100K – $250K (base salary)

AI focus

Deploy and configure intelligent agents and workflows to transform accounting work; share product feedback with Engineering.

Model-written summary · the original posting is authoritative

First seen Oct 29, 2026 · Last verified Nov 5, 2026 (UTC)