Accounting Solutions Consultant
AI summary of the role
Lead value-based demos and technical evaluations for AI agents transforming accounting workflows like month-end close, reconciliations, audit, and tax for enterprise prospects.
What you’ll do
- Lead value-based demos showing AI agents transform accounting workflows
- Field questions on technical accounting, compliance, integrations
- Own security/IT questionnaires and technical due diligence
- Drive technical qualification and structured evaluations
What you’ll bring
- 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity
- Process-oriented: break down complex problems into repeatable steps
- Strong communicator: explain technical concepts to executives and accounting teams
- First principles reasoner
Technologies
QuickBooks · Xero · NetSuite · Bill.com · Ramp
About Basis AI
AI-native platform for accounting firms whose long-horizon agents complete CAS, tax, audit, and advisory workflows end to end before handing work to accountants for review.
Series B
Source and classification
Technical pre-sales · Evidence for this classification:
Prashant Mital, Applied AI Lead, OpenAI What you’ll be doing: In this role, you will lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more. You’ll serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best opportunities and running structured evaluations, partner with Account Executives on strategy for complex cycles and enterprise deals, and ensure smooth handoffs to post-sales teams through clear knowledge transfer. You’ll also stay sharp on accounting practices, industry trends, and the competitive landscape. 📍 Location: NYC, Flatiron office. In-person team. What you’ll bring: Experience:
More from the job description
About Basis Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world. We recently raised $100M at >$1B valuation and are racing to deploy the most advanced applied ML at production scale. Our investors include: Khosla Ventures (Keith Rabois & Vinod Khosla), Accel (Miles Clements), Google Ventures, Nat Friedman & Daniel Gross, Adam D'Angelo, Jeff Dean, Jack Altman, Noam Brown, Kyle Vogt, Amjad Masad, Clem Delangue and many other operators/technical leaders. "Basis is on the frontier of building production-grade, long-horizon agents. They've pushed the limits of what we thought our models could do on real-world, economically valuable, complex accounting tasks. They've been a great collaborator in helping us shape what the future of agents looks like." — Prashant Mital, Applied AI Lead, OpenAI What you’ll be doing: In this role, you will lead value-based demos that show prospects how AI agents transform the month-end close, reconciliations, audit and tax workflows, and more. You’ll serve as the finance expert—ready to field questions on technical accounting, compliance, and integrations—while owning security and IT questionnaires and guiding prospects through technical due diligence. You will drive technical qualification by identifying the best op [... source excerpt omitted ...] inciples reasoner: Question assumptions and apply lessons to new solution 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 What we’d love to see: Early stage startup experience Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.) What Success looks like in this role 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. We are optimizing for the best folks and happy to
Employer postings · Data from · Sources