What are the responsibilities and job description for the Director, Revenue Operations position at Basis?
About Basis
Basis equips accountants with a team of AI agents to take on real workflows.
We have hit product-market fit, have more demand than we can meet, and just raised $34m to scale at a speed that meets this moment.
Built in New York City. Read more about Basis here.
What You’ll Be Doing
We’re looking for a Founding Revenue Operations leader to design, implement, and scale the systems, processes, and insights that power our go-to-market engine. You’ll combine hands-on technical ownership (CRM, automation, data) with strategic leadership across Sales, Marketing, and Customer Success to help us press our advantage and build a world-class commercial organization.
What You’ll Bring
Basis equips accountants with a team of AI agents to take on real workflows.
We have hit product-market fit, have more demand than we can meet, and just raised $34m to scale at a speed that meets this moment.
Built in New York City. Read more about Basis here.
What You’ll Be Doing
We’re looking for a Founding Revenue Operations leader to design, implement, and scale the systems, processes, and insights that power our go-to-market engine. You’ll combine hands-on technical ownership (CRM, automation, data) with strategic leadership across Sales, Marketing, and Customer Success to help us press our advantage and build a world-class commercial organization.
- Set GTM strategy & operating cadence
- Partner with CEO and Sales/Marketing leadership on segmentation, territory design, pipeline health, and forecasting
- Translate company growth targets into quarterly and annual GTM operating plans with clear goals and leading indicators
- Own systems & data
- Own and optimize the GTM stack (Salesforce/HubSpot, Outreach, Apollo, Clay, automation platforms)
- Build dashboards and analytics that leadership and teams trust for decision-making
- Design integrations and workflows to maintain clean, reliable data across tools
- Drive execution & alignment
- Build and maintain integrations and automation to increase rep productivity
- Standardize lead-to-customer lifecycle and implement scalable pipeline governance
- Document processes and ensure cross-functional teams adopt changes with measurable outcomes
What You’ll Bring
- 5–10 years in Revenue Operations or GTM Systems at high-growth software/AI companies
- Hands-on expertise with CRM platforms (Salesforce/HubSpot), sales engagement tools (Outreach, Apollo), and automation/enrichment platforms
- Proven ability to build technical solutions (integrations, automations, reporting) while driving strategic GTM planning
- Advanced analytical skills with Excel/Sheets, SQL, and BI tools
- Track record partnering with executive leadership on cross-functional outcomes
- Ability to work in Manhattan office 5 days per week
- Experience scaling GTM at Series A–C companies across multiple product lines
- Coding background (JavaScript, Python, Salesforce Apex) and API/ETL experience
- Salesforce/HubSpot migration experience; familiarity with CPQ and revenue analytics
- Experience with accounting/finance buyers or CFO office products
- Startup mindset: You thrive amid ambiguity and rapid growth.
- Systems thinker & builder: You love turning messy workflows into crisp, scalable operating models.
- High agency, bias for action: You own outcomes and move quickly with clear metrics.
- Detail-oriented with taste: You balance speed with data quality, governance, and usability.
- Office lover: You prefer tapping a teammate on the shoulder to waiting on a Slack thread.