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Accounting Solutions Consultant

Basis AI· GTM
Apply on company site
New York Office$100k - $225kFull-timePosted 11mo ago

About the role

Role focusing on value-based demos and financial domain expertise to guide prospects through AI-enabled accounting workflows, technical due diligence, and enterprise deals.

Responsibilities

  • Lead value-based demos showing how AI agents transform month-end close, reconciliations, audit and tax workflows
  • Serve as the finance expert on technical accounting, compliance, and integrations
  • Own security and IT questionnaires and guide prospects through technical due diligence
  • Drive technical qualification by identifying opportunities and running structured evaluations
  • Partner with Account Executives on strategy for complex cycles and enterprise deals
  • Ensure smooth handoffs to post-sales teams through knowledge transfer
  • Stay sharp on accounting practices, industry trends, and competitive landscape

Qualifications

  • Experience: 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity
  • Process-oriented mindset; ability to break down complex problems into repeatable steps
  • Strong communicator; able to explain technical concepts to executives and accounting teams
  • First principles reasoning; ability to question assumptions and apply lessons to new solutions
  • Company-builder mindset; excited to contribute as the company scales
  • All-in attitude; readiness for high velocity, high responsibility work
  • Office preference for in-person collaboration in NYC
  • Early stage startup experience (preferred)
  • Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.) (preferred)

Skills

Required:Accounting proficiencyCommunicationProblem solvingTechnical due diligence

Benefits

  • Health & Wellness: Premium Medical, Dental, Vision; Life Insurance; 6 coaching & 6 therapy sessions via Spring Health; Basis covers 100% of Wellhub Gold membership
  • Time off: Unlimited PTO and 12 paid company holidays
  • In-Office Perks: Daily meal stipends, fully stocked kitchen, $300 toward custom desk setup
  • Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
  • Team Culture: Monthly office activities and optional team happy hours
  • Parental Support: Carrot Fertility access and paid parental leave
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Basis AI

AI agents built specifically for accountants

AI agents built specifically for accountants

AIaccountantsfinancialvertical-agents-and-applicationswing-list-2026wing-list-2026-mid-stage
Company profileWebsite

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