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Basis AI

Automated data encryption for financial institutions

Deal Desk & Incentive Compensation Lead

Sales OperationsConfirmed live in the last 24 hours
Full-timeNew York, NY, USA$130k - $210k /yr

About the Job

Requirements

  • At least 5 years in Deal Desk, Sales Operations, Revenue Operations, or Sales Compensation at a growing B2B SaaS company, with hands-on ownership of deal desk and compensation administration.
  • Strong Salesforce and CPQ skills, including hands-on configuration of price books, quote templates, and approval workflows.
  • Experience calculating and reconciling sales compensation payouts, applying crediting rules, and resolving discrepancies with Finance.

Responsibilities

  • Answer deal questions for Sales and Post Sales teams on pricing, packaging, discounts, multi-year and ramped deals, upsells, and renewals, and help structure complex and non-standard deals before they reach customers.
  • Maintain the approval matrix and discount guidelines in partnership with GTM and Finance; own pre-send commercial validation of order form math, pricing against standards, and required approvals; build automated checks for standard deals, review non-standard deals, and route exceptions to the appropriate approvers.
  • Own business requirements and day-to-day configuration of the CPQ system and pricing calculator, including the product catalog, price books, quote templates, and approval rules.
  • Build and test AI and workflow automation for order form validation, approval routing, and contract term extraction, with clear exception handling and human review for decisions requiring judgment.
  • Run compensation operations and administration; translate approved plans and quotas into plan documents; calculate and reconcile payouts each period; investigate disputes; maintain an audit trail of adjustments; and partner with Finance and leadership for final approval of plan changes, crediting exceptions, and payouts.
  • Lead evaluation and implementation or development of a compensation tool with Finance and systems partners, and provide representatives and managers timely visibility into attainment, estimated earnings, and payout status.
  • Serve as the main RevOps contact for Finance on contract terms, bookings, billing and revenue recognition inputs, commission calculations, and payroll handoff.
  • Document the approval process and establish baselines for response time, deal turnaround, and rework; improve turnaround while maintaining accurate order forms and required approvals.
  • Establish an intake and escalation process so account executives, customer success managers, and their leaders involve the role in complex deals before customer commitments are made.
  • Document crediting rules, reconciliation checks, and the payout calendar; run on-time, approved payout cycles; track discrepancies through resolution; and build the compensation-tool rollout plan.
  • Deliver automation and compensation-tool milestones, track reductions in manual work, and verify that exceptions reach the right reviewer.
  • Own issues through resolution, communicate tradeoffs early, and improve systems as the business scales.

Desired Qualifications

  • Experience building a Deal Desk or compensation function from scratch at a Series A–C company.
  • Experience building or implementing a compensation management tool.
  • Experience with tiered or volume-based pricing models.

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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