Full-Time

Business Development Representative

Updated on 8/1/2026

Basis AI

Basis AI

51-200 employees

Automated data encryption for financial institutions

Compensation Overview

$110k - $130k/yr

Company Does Not Provide H1B Sponsorship

New York, NY, USA

In Person

In-person work at the Flatiron office in New York City is required.

Category
Sales & Account Management (1)
Required Skills
Sales
HubSpot

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Requirements
  • 0–2 years of experience in sales, business development, recruiting, or a role with heavy outbound communication.
  • Ability to work in a high-agency, self-directed manner without an established playbook.
  • Ability to develop first-principles approaches suited to the company and its customers.
  • Ability to incorporate coaching and direction while building on independent thinking.
  • Ability to identify creative approaches and write clear, concise messaging.
  • Ability to communicate clearly, hold conversations, handle pushback, and get to the point.
Responsibilities
  • Build the outbound playbook from scratch by testing channels, messages, and approaches, then systematizing effective methods for future team members.
  • Develop and refine messaging that makes in-house accounting and finance teams want to take a meeting.
  • Research and prioritize target accounts by building targeting logic and determining which companies to contact, in what order, and why.
  • Convert outreach into conversations with controllers, chief financial officers, and finance leaders, and calibrate the approach to book meetings consistently.
  • Document and share objections, competitors, and customer pain points to inform positioning, sales, and product development.
  • Own the tools, tracking, and reporting infrastructure used to understand what is working.
Desired Qualifications
  • Experience in high-paced environments such as high-growth startups, investment banking, private equity, university-level athletics, or door-to-door sales.
  • High levels of adoption of artificial intelligence in day-to-day work.
  • Experience with outbound tools such as Apollo, Outreach, Salesloft, HubSpot, or similar.

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 Jobs

Simplify's Take

What believers are saying

  • Sikich is deploying Basis across client accounting services workflows.
  • Basis raised $100 million at a $1.15 billion valuation in 2026.
  • Kenji Kuramoto joined in 2026, strengthening accounting-channel credibility.

What critics are saying

  • OpenAI can replicate Basis workflows after validating them inside accounting.
  • Large firms can freeze Basis expansion if early rollouts disappoint.
  • Security or journal-entry errors can destroy trust in Basis immediately.

What makes Basis AI unique

  • Basis builds autonomous agents for end-to-end accounting workflows.
  • OpenAI powers Basis with o3, GPT-4.1, and GPT-5 models.
  • Basis integrates with ERP and ledger systems like QuickBooks and Xero.

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Benefits

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

↑ 1%

1 year growth

↑ 10%

2 year growth

↑ 0%
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.

Menlo Times
Feb 25th, 2026
Basis Raises $100 Million Series B at a $1.15 Billion Valuation

Basis raises $100 million series B at a $1.15 billion valuation. Basis, building the next era of accounting with agentic AI, led by Matt Harpe, Mitchell Troyanovsky, and the team, has raised $100 million led by Accel alongside GV (Google Ventures). Basis was founded on the belief that AI agents will soon become central to knowledge work, with accounting emerging as one of the first and most critical domains. Structured, high-stakes, and essential to every business, accounting remains one of the most underbuilt areas in technology. Three years later, Basis can complete a partnership tax workbook end-to-end, with capabilities improving month over month at an accelerating pace. Accountants use the platform daily to create complex journal entries, resolve reconciliations, draft technical accounting memos, and more, deploying real AI agents to perform real work in the real economy. Basis is built on the belief that accounting is the foundation of economic coordination. It compresses complex economic activity into structured data that markets, governments, and businesses rely on to function. As globalization, regulation, and AI increase complexity, and the accounting workforce shrinks, the gap between what must be measured and the capacity to measure it is widening. The world will need far more accounting, not less. Basis builds autonomous agents that perform real accounting work end to end, collaborating with professionals at key decision points. Instead of adding a chatbot layer, the company created a unified accounting intelligence designed to scale with the next era of economic complexity.

Business Wire
Feb 25th, 2026
Basis Raises $100M at a $1.15B Valuation as Accounting Firms Adopt End-to-End Agents Across Accounting, Tax, and Audit

Basis, the leading AI agent platform for accountants, has raised $100 million in Series B funding at a $1.15 billion valuation. The round was led by Accel (M...