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Basis AI

Automated data encryption for financial institutions

Deployed Intelligence Strategist

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$100k - $250k /yr

About the Job

Requirements

  • At least 4 years of experience at a fast-paced enterprise software-as-a-service or fintech startup, or at a company deploying complex software-as-a-service solutions, working closely with customers on onboarding, implementation, and training.
  • Extensive experience managing enterprise relationships, ideally with large accounting firms.
  • Accounting experience and/or a certified public accountant credential is preferred but not required.
  • Ability to break down complex problems into clear, repeatable steps and manage execution.
  • Ability to explain concepts clearly and collaborate with senior and junior stakeholders.
  • Ability to question existing assumptions and apply prior lessons to new situations.
  • Interest in establishing technical and cultural foundations while the company scales.
  • Interest in applying artificial intelligence to accounting practices.

Responsibilities

  • Serve as the primary customer interface and the face of Basis for assigned accounts.
  • Own post-sale customer success from kickoff through adoption and expansion.
  • Lead customer engagements, run workshops, and provide training.
  • Translate business goals into intelligent agent workflows that transform accounting work.
  • Provide ongoing customer feedback to the Engineering team on product improvements.

Desired Qualifications

  • Accounting experience and/or a certified public accountant credential, preferred but not required.
  • Experience managing enterprise relationships with large accounting firms, ideally.

About the Company

Basis AI

Automated data encryption for financial institutions

Basis AI provides automated data encryption for financial institutions through a subscription-based platform. It secures data at rest with encryption standards like AES-256 and HMAC, and protects data in transit using HTTPS with TLS certificates. Access and integration are delivered via secure APIs that use revocable tokens, enabling seamless yet controlled data access. Unlike some competitors, Basis does not store banking information and ensures client data is never shared or sold, giving institutions full control over their data and the option to remove it at any time. The company’s goal is to help banks, investment firms, and other financial entities protect sensitive data with automated, verifiable encryption that integrates easily into existing systems.

Company size
201-500
Company stage
Series B
Total funding
$137.6M
Headquarters
New York City, New York
Founded
2023

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