Full-Time
Marketing Operations Manager
Updated on 8/21/2026
Basis AI
51-200 employees
Automated data encryption for financial institutions
Compensation Overview
$100k - $200k/yr
Company Does Not Provide H1B Sponsorship
New York, NY, USA
In Person
Work in the Manhattan office five days per week.
Bachelor's
 Growth & Marketing (1) |
|---|
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- At least 4 years of experience in marketing operations, revenue operations, or demand generation at a B2B software company.
- Hands-on experience with customer relationship management and marketing automation platforms such as HubSpot and Salesforce, including their integrations.
- Experience building lead scoring models, ideal customer profile and segmentation frameworks, and lead lifecycle processes including nurture, marketing-qualified lead and sales-qualified lead handoff, and disqualification.
- Strong command of multi-touch attribution and funnel reporting, with the ability to connect marketing activity to pipeline and revenue.
- A bachelor's degree or equivalent practical experience.
- Ability to work in the Manhattan office five days per week.
- Build Marketing Operations from the ground up and own the systems and processes that turn marketing activity into qualified pipeline.
- Define and score the ideal customer, structure ideal customer profile and segmentation logic, and build and maintain lead scoring models.
- Design nurture, routing, recycling, and disqualification workflows so leads reach representatives at the appropriate time and other leads have a clear next step.
- Own end-to-end attribution tracking to connect spend to pipeline and revenue.
- Run the operational backbone of the events motion by capturing, scoring, and routing event leads.
- Maintain a clean, connected, and trustworthy customer relationship management and marketing automation stack across marketing, sales, and revenue operations.
- Codify playbooks, instrument the funnel, and build reporting that leadership uses to make decisions.
- Help grow the team as the go-to-market organization expands.
- Familiarity with selling or marketing to the office of the chief financial officer, including accounting, financial planning and analysis, and finance teams.
- Experience operationalizing field marketing and events as a pipeline source.
- Startup experience at high-growth companies during scale phases and experience building processes from scratch.
- SQL or analytics tooling experience for self-serve reporting.
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
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
- February 24, 2026 brought $100 million Series B at $1.15 billion valuation.
- July 2026 hiring stayed aggressive, with 37 open roles and 13 Paraform hires.
- Enterprise adoption deepens as Basis expands across tax, audit, and CAS workflows.
What critics are saying
- Karbon AI, Numeric, Double, and Ramp are attacking Basis's accounting automation wedge.
- Basis's 37 open roles and 3x headcount plan amplify burn before profitability.
- A single bad journal entry or tax error can trigger firm-wide churn and litigation.
What makes Basis AI unique
- Basis agents now run inside 40% of top 25 U.S. accounting firms, July 2026.
- Sikich adopted Basis on July 1, 2026 for month-end close and reconciliation.
- Basis completes end-to-end 1065 returns, unlike chatbots that stop at drafting.
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Growth & Insights and Company News
6 month growth
↑ 4%1 year growth
↑ 10%2 year growth
↑ 3%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
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."
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
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.
Basis, ai-powered virtual assistants for accounting firms. Here you'll find information about their funding, investors and team.