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Basis AI

Automated data encryption for financial institutions

Founding Demand Generation Manager

Full-TimeUpdated on 10/21/2026
$150k - $225k/yr
Senior
New York, NY, USA
In PersonIn-person work at the NYC Flatiron office five days a week.
Growth & MarketingGrowth Marketing
Company Does Not Provide H1B Sponsorship

About the job

Requirements
  • 5โ€“8 years in B2B demand generation, account-based marketing, or field marketing, ideally at a high-growth software, artificial intelligence, fintech, or technical product company.
  • A track record of building 1:1 and 1:few programs that created qualified enterprise pipeline and helped close complex deals.
  • Deep account planning skills across ideal customer profile definition, account selection, buying committee mapping, intent signals, and engagement strategy.
  • A history of partnering closely with Sales and BDR teams to prioritize accounts, coordinate outreach, improve follow-up, and accelerate active opportunities.
  • Experience using events, field programs, partnerships, referrals, or alliances as part of an account-based motion.
  • A clear point of view on the operations underneath the work: account stages, engagement signals, measurement, and pipeline feedback loops.
  • Technical aptitude and curiosity, with the ability to learn complex products quickly and market credibly to sophisticated buyers.
Responsibilities
  • Build the account-based engine for the accounting firm market, creating qualified pipeline and helping Basis land and expand across high-value firms.
  • Build 1:1 programs for strategic accounts and 1:few programs for the wider accounting firm market, grounded in domain and practice knowledge.
  • Map buying committees across tax, CAS, and audit, identify signals that indicate account readiness, and create programs that motivate each buyer to act.
  • Turn account plans for priority firms into tailored programs with Sales and BDRs, including account research, executive outreach, custom offers, events, direct mail, and deal acceleration.
  • Build campaigns, partner programs, executive experiences, and webinars for the broader named-account universe, accounting for different practices and buyers.
  • Work with Events and Partnerships leads to coordinate account plays from conferences, referrals, and alliances.
  • Work with the Head of Marketing, PMM, Content, Marketing Ops, Sales, BDRs, Partnerships, Events, and Customer Marketing to turn narratives and assets into account engagement, sales conversations, and revenue.
  • Create stronger relationships and more qualified opportunities within strategic accounting firms.
  • Deliver relevant campaigns and experiences to the wider named-account market while avoiding generic lead generation.
  • Generate qualified opportunities with the right firms, practices, and buyers.
  • Connect conferences, field programs, alliances, referrals, and customer relationships to account plans and measurable pipeline.
  • Help Basis land new practices and expand across tax, CAS, audit, and additional buying groups.
  • Ensure BDRs and AEs have clear account context, coordinated plays, and tight feedback loops with Marketing.
  • Establish a repeatable rhythm for account planning, program launch, measurement, experimentation, and iteration.
Desired Qualifications
  • Examples of understanding an account deeply enough to create a program that changed the sales conversation.
  • A campaign that reached a defined account set at scale while staying relevant to distinct practices, buyers, or use cases.
  • Programs that created measurable meetings, qualified opportunities, pipeline, or revenue within a named-account market.
  • A history of turning events, alliances, referrals, or customer relationships into coordinated account engagement.
  • Programs that helped a company enter one team or business unit and expand into additional buyers, use cases, or budgets.
  • Systems in which each account plan, campaign, template, and workflow makes the next program faster and stronger.

About the company

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 companyโ€™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

51-200

Company Stage

Series B

Total Funding

$137.6M

Headquarters

New York City, New York

Founded

2023

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Simplify's Take

What believers are saying

  • Basis raised $100 million on February 24, 2026 at a $1.15 billion valuation.
  • Baker Tilly expanded Basis across thousands of accounting clients on April 28, 2026.
  • Sikich partnered with Basis on July 1, 2026 for month-end close and reconciliations.

What critics are saying

  • PwC, Deloitte, and Intuit can bundle similar automation into existing client relationships by 2027.
  • Basis depends on accounting-firm adoption; one failed deployment at Baker Tilly hurts sales.
  • If large firms build internally, Basis becomes a feature, not a company.

What makes Basis AI unique

  • Basis embeds directly into accounting workflows at Baker Tilly and Sikich, not chatbots.
  • Kenji Kuramoto joined in April 2026, giving Basis deep firm-operating credibility.
  • Basis claims end-to-end partnership tax workbook completion, signaling real workflow depth.

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Benefits

  • Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-3%

1 year growth

2%

2 year growth

0%
Accounting Today
Jul 17th, 2026
Basis offers AI agents, love letters and an ode to accounting.

Basis offers AI agents, love letters and an ode to accounting. Published July 17, 2026, 4:01 p.m. EDT Basis, an AI agent platform for accountants that recently reached a $1.15 billion valuation, has debuted a website that provides a tribute to the accounting profession. Editor-in-chief, AccountingToday.com Michael Cohn, editor-in-chief of AccountingToday.com, has been covering business and technology for a variety of publications since 1985. Prior to... Read full bio

INSIDE Public Accounting
Jul 1st, 2026
Sikich partners with Basis to advance AI-enabled accounting services.

Sikich partners with Basis to advance AI-enabled accounting services. Updated July 1, 2026, 5:05 pm Chicago-based IPA 100 firm Sikich (FY24 net revenue of $438.9 million) announced a partnership with Basis, a platform that helps modernize accounting services through AI-enabled automation. Sikich is incorporating the Basis platform into its client accounting services (CAS) delivery model. The platform integrates with enterprise resource planning (ERP) systems and automates components of month-end closing, transaction processing and reconciliation workflows. "Sikich is focused on reimagining how accounting services are delivered in a more automated, data-driven and scalable way," said Ashley Kegan, principal at Sikich. "Our work with Basis supports that vision by helping us streamline workflows, improve consistency and create more capacity for advisory and insights-driven engagement that delivers greater value for our clients." "What stood out to us about Sikich is that their approach to AI is both practical and strategic," said Matt Harpe, CEO of Basis. "They're focused on where it can make a meaningful difference in the work their teams do every day. Through our collaboration, we're helping modernize how work gets done by reducing manual effort, improving consistency and creating more capacity for the judgment and insights that support stronger decision-making."

Accounting Today
Mar 31st, 2026
Kenji Kuramoto, founder of Acuity, joins Basis.

Kenji Kuramoto, founder of Acuity, joins Basis. Published March 31, 2026, 5:11 p.m. EDT Updated April 01, 2026, 8:42 a.m. EDT Accounting automation solutions platform Basis announced the appointment of Kenji Kuramoto, founder of Georgia-based Acuity, which last year merged with 13 other firms to form Top 50 firm Sorren after he led it for 20 years. The Premiere Event for Accounting Professionals Accounting Today Technology Editor Chris Gaetano is the technology editor for Accounting Today. He brings with him more than a decade of experience covering the accounting profession... Read full bio

Paraform
Mar 18th, 2026
How Basis made 13 hires with Paraform to build AI for accounting.

How Basis made 13 hires with Paraform to build AI for accounting. Co-founder @ Paraform March 18, 2026 Hires across engineering, talent, and ops Active roles on Paraform today "Paraform has been an excellent partner in helping us find candidates that we otherwise wouldn't have found on our own. We see Paraform almost as an extension of Basis's talent team." Ben Katzberg, Head of Talent at Basis See how companies hire faster with Paraform. Basis is building AI agents for accounting, tax, and audit workflows - an industry that is both foundational and under increasing pressure. As accounting work becomes more complex and the profession faces mounting talent shortages, Basis is building systems that help accountants move faster and operate more efficiently. Since launching in 2023, the company has grown rapidly, recently raising a $100 million Series B at a $1.15B valuation, and expanding to around 90 employees. Challenge: scaling a high-talent-bar company from the earliest days. Ben Katzberg, Basis's Head of Talent, was one of Paraform's earliest hires for the company. "I was found on Paraform, so without Paraform, I wouldn't be here. So I can thank Paraform personally." When Ben joined, Basis had just raised its Series A and was still extremely early. He was employee 15, joining at a moment when the company needed to scale quickly without compromising on talent quality. "So they brought me in because I have 20 years of experience recruiting engineers for startups, for FinTech companies, for AI companies, and they wanted to hire really the best in the industry." Basis and its founders were clear about the kind of people they wanted to bring in: * high-agency individuals with strong ownership * intellectual curiosity * extremely collaborative mindset That bar stayed consistent even as the company grew. The challenge was how to keep hiring enough great people while preserving the culture and talent that make the company what it is today. Solution: scaling the team during hypergrowth. After joining Basis through Paraform, Ben continued to use Paraform as he built the team. From the start, Ben saw Paraform as more than just another sourcing tool - but a way to quickly access high-quality candidates, especially for hard-to-fill roles. "Paraform is an excellent partner in helping us find candidates that we otherwise wouldn't have found on our own." As Basis expanded its hiring efforts, Paraform consistently delivered strong candidates and quickly became one of the team's most effective sources of talent. Paraform allowed Basis to increase hiring volume without lowering its standards or bringing on unnecessary headcount. "The quality has remained the same today as it was earlier on. If anything, the quality has gotten better because we've learned more about each other." Results: 13 hires through Paraform during a breakout year. Basis has used Paraform to make 13 hires across multiple parts of the company, from engineering to recruiting to operations, during one of the most important growth periods in its history. Those hires have directly improved Basis's ability to ship new products faster and deliver better outcomes for customers. After Basis raised its Series B, the company leaned on Paraform to capitalize on increasing demand, expanding the number of roles on the platform. Basis currently has 10+ active searches live with Paraform, spanning technical product, engineering leadership, product design, recruiting, accounting, and communications. Paraform wasn't just part of building the early team. It became a core accelerant for Basis's talent strategy as the company entered its next phase of growth. "Paraform has increased the number of recruiters, the access to recruiters and the access to candidates that we otherwise wouldn't have seen." Try Paraform for yourself. Join world-class teams using Paraform to fill roles in record time. Make hiring your competitive advantage. Join world-class companies that build their teams with Paraform.

Dealroom.co
Feb 25th, 2026
Basis company information, funding & investors

Basis, ai-powered virtual assistants for accounting firms. Here you'll find information about their funding, investors and team.