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.

• 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

📍 Location: NYC, Flatiron office. In-person team.

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

What we’d love to see:

• 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

What Success looks like in this role

• 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.