What are the responsibilities and job description for the Customer Success Manager position at Basis?
About Basis
Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world.
We recently raised $100M at >$1B valuation and are racing to deploy the most advanced applied ML at production scale.
Our investors include: Khosla Ventures (Keith Rabois & Vinod Khosla), Accel (Miles Clements), Google Ventures, Nat Friedman & Daniel Gross, Adam D'Angelo, Jeff Dean, Jack Altman, Noam Brown, Kyle Vogt, Amjad Masad, Clem Delangue and many other operators/technical leaders.
"Basis is on the frontier of building production-grade, long-horizon agents. They've pushed the limits of what we thought our models could do on real-world, economically valuable, complex accounting tasks. They've been a great collaborator in helping us shape what the future of agents looks like." — Prashant Mital, Applied AI Lead, OpenAI
About The Role
Basis is deployed with the top accounting firms in the country. As our customer base grows, so does the long-term opportunity we hold with each firm – expanding across practices, deepening adoption, and growing into a mission-critical platform. We're building a dedicated Customer Success function to own those relationships.
You'll own a portfolio of enterprise accounts directly – driving adoption, expansion, and renewal across some of the most important firms in the country. Reporting to the Customer Success Lead, you'll help shape the CS playbook and build the relationships that turn Basis into a mission-critical platform at one of the fastest-growing companies in AI.
What You'll Do
We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well-being:
Basis builds real agents that do real work in the real economy. Our agents operate for hours at a time, performing end-to-end work for some of the largest accounting firms in the world.
We recently raised $100M at >$1B valuation and are racing to deploy the most advanced applied ML at production scale.
Our investors include: Khosla Ventures (Keith Rabois & Vinod Khosla), Accel (Miles Clements), Google Ventures, Nat Friedman & Daniel Gross, Adam D'Angelo, Jeff Dean, Jack Altman, Noam Brown, Kyle Vogt, Amjad Masad, Clem Delangue and many other operators/technical leaders.
"Basis is on the frontier of building production-grade, long-horizon agents. They've pushed the limits of what we thought our models could do on real-world, economically valuable, complex accounting tasks. They've been a great collaborator in helping us shape what the future of agents looks like." — Prashant Mital, Applied AI Lead, OpenAI
About The Role
Basis is deployed with the top accounting firms in the country. As our customer base grows, so does the long-term opportunity we hold with each firm – expanding across practices, deepening adoption, and growing into a mission-critical platform. We're building a dedicated Customer Success function to own those relationships.
You'll own a portfolio of enterprise accounts directly – driving adoption, expansion, and renewal across some of the most important firms in the country. Reporting to the Customer Success Lead, you'll help shape the CS playbook and build the relationships that turn Basis into a mission-critical platform at one of the fastest-growing companies in AI.
What You'll Do
- Own a portfolio of enterprise accounts: drive adoption, expansion, and renewal
- Run the customer relationship end to end, from onboarding through renewal
- Contribute to the CS operating model: account health metrics, handoff playbooks, and renewal processes
- Partner with the Deployed Intelligence team on the handoff from deployment to long-term customer ownership
- Partner with Account Executives on QBRs, expansion opportunities, and ARR growth
- Experience owning enterprise customer relationships in a CS or account management role
- Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts
- Track record of driving adoption and retention across complex, multi-stakeholder accounts
- Energized by running a customer call and owning the outcome
- Background at a vertical SaaS or professional services platform
- Experience selling into or supporting accounting, audit, or finance firms
- Experience deploying AI products into regulated industries
- Strong commercial instinct: thinks in terms of revenue outcomes; identifies expansion opportunities, manages complex renewals, and spots churn risk before it becomes a problem
- Builder: energized by helping shape the playbook of a rapidly scaling function
- High agency: takes ownership and moves fast without waiting for perfect information
- Executive presence: comfortable holding senior-level conversations with firm partners and C-suite stakeholders
- Office lover: prefers shouting across a room over a Slack message, seeking full-time in-office in NYC
We offer a competitive and thoughtful benefits package designed to support your physical, mental, and financial well-being:
- Health & Wellness: Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
- Time off: Unlimited PTO 12 paid company holidays.
- In-Office Perks: Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
- Financial Benefits: Pre-tax commuter benefits and 401(k) retirement plan
- Team Culture: Monthly office activities and frequent optional team happy hours.
- Parental Leave