What are the responsibilities and job description for the Sales Engineer, Accounting Solutions 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
As the accounting industry enters a new era defined by AI-native workflows, the ability to show — not just tell — has never mattered more. As a Sales Engineer on our Accounting Solutions team, you'll be the engine behind how we demonstrate and deliver that promise to prospects and customers.
This is not a client-facing role. You'll work entirely behind the scenes, building the demo infrastructure, custom procedures, and enablement content that power our sales motion. You'll sit at the intersection of accounting expertise and technical execution — someone equally comfortable in a trial balance as in a Python script.
📍 NYC, Flatiron office. In-person team.
What You'll Be Doing
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
As the accounting industry enters a new era defined by AI-native workflows, the ability to show — not just tell — has never mattered more. As a Sales Engineer on our Accounting Solutions team, you'll be the engine behind how we demonstrate and deliver that promise to prospects and customers.
This is not a client-facing role. You'll work entirely behind the scenes, building the demo infrastructure, custom procedures, and enablement content that power our sales motion. You'll sit at the intersection of accounting expertise and technical execution — someone equally comfortable in a trial balance as in a Python script.
📍 NYC, Flatiron office. In-person team.
What You'll Be Doing
- Build and maintain Basis demo environments across accounting, finance, audit, and tax workflows
- Create custom procedures within Basis that showcase real accounting use cases
- Automate repetitive build tasks using the Excel, Word, PowerPoint, and the Basis platform
- Stay current on Basis product updates and translate new capabilities into demo-ready assets
- Partner with Sales, Product, and Engineering to ensure demos reflect real customer workflows
- 2–4 years in accounting, audit, tax, or a related finance function
- Hands-on experience automating tasks (Excel, Python, or similar)
- Strong writer — can distill complex accounting concepts into clear instruction sets
- Technically curious — picks up new software and platforms quickly
- Detail-oriented and self-directed; comfortable managing multiple projects without much hand-holding
- Startup mindset — thrives in ambiguity, moves fast, owns outcomes
- Experience with accounting software (QBO, NetSuite, Xero, Sage, etc.)
- Experience across multiple practice lines (accounting/finance, audit, and/or tax)
- Prior experience in a sales support, solutions, or enablement role
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