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Customer Success Manager

Basis AI· Deployed Intelligence
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New York Office$150k - $220kFull-timePosted 4mo ago

About the role

Basis is deploying production-grade agents for enterprise accounting firms. The Customer Success Manager owns a portfolio of enterprise accounts, driving adoption, expansion, and renewal, and helps shape the CS playbook to make Basis a mission-critical platform.

Responsibilities

  • Own a portfolio of enterprise accounts: drive adoption, expansion, and renewal
  • Run the customer relationship end to end, from onboarding through renewal
  • Contribute to the CS operating model: account health metrics, handoff playbooks, and renewal processes
  • Partner with the Deployed Intelligence team on the handoff from deployment to long-term customer ownership
  • Partner with Account Executives on QBRs, expansion opportunities, and ARR growth

Qualifications

  • 3-5 years of experience owning enterprise customer relationships in a CS or account management role
  • Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts
  • Track record of driving adoption and retention across complex, multi-stakeholder accounts
  • Energized by running a customer call and owning the outcome

Skills

Required:Enterprise account managementRelationship management

Benefits

  • Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; 6 coaching & 6 therapy sessions through Spring Health; Basis covers 100% of Wellhub Gold membership with access to gyms and wellness apps
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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