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Basis AI

Automated data encryption for financial institutions

Customer Support Associate

Customer SupportUpdated on Nov 14
Full-timeNew York, NY, USA$70k - $110k /yrIn-person

About the Job

Requirements

  • Have at least 1 year of experience in a customer-facing or operating role, including experience multitasking and managing many open issues at once.
  • Use artificial intelligence in day-to-day work and provide examples and informed opinions about where it works well and where it does not.
  • Write clear customer-facing responses.
  • Read error messages, navigate logs, and debug integrations without requiring engineering staff to interpret them.
  • Pay close attention to detail, including typos and clarity of instructions.
  • Work a set 40-hour-per-week schedule assigned through a schedule-bid process; work hours span 7:00 AM–11:00 PM Eastern Time, and shifts likely include one weekend day (Sunday–Thursday or Tuesday–Saturday). Analysts also cover 2–3 company holidays per year on a rotating basis.

Responsibilities

  • Handle customer tickets throughout the day across Slack, email, and chat; ask appropriate initial questions, investigate issues, resolve what is possible, and escalate other issues with clear steps to reproduce.
  • Own tickets end-to-end by following up through resolution, ensuring customers are not left waiting, and managing multiple open issues simultaneously.
  • Develop product expertise across CAS, Tax, Audit, and in-house accounting, and stay current with product updates.
  • Turn resolved customer questions into help articles and runbooks, and fix documentation gaps directly.
  • Structure and tag ticket data, identify recurring issues to Product and leadership, and investigate why problems occurred to help prevent recurrence.

Desired Qualifications

  • Exposure to accounting, audit, or finance workflows.
  • Experience building simple automations with artificial intelligence tools.
  • Experience working at a high-growth startup.

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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