Customer Success Lead
Basis
Sales & Business Development, Customer Service
New York, NY, USA
Location
New York Office
Employment Type
Full time
Department
Deployed Intelligence
Compensation
- $125K – $250K • Offers Equity
This range represents our broad compensation philosophy and covers various responsibility and experience levels. Additionally, all employees are eligible to participate in our equity plan and benefits program. We are committed to meritocratic and competitive compensation.
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.
This is a founding role. You'll come in as a player-coach, managing a portfolio of enterprise accounts directly while hiring, building, and leading the CS team. You'll write the CS playbook, own renewal performance, and build the infrastructure for a function that scales alongside one of the fastest-growing companies in AI.
What you'll do
- Build and lead the Customer Success function at Basis
- Own a portfolio of enterprise accounts as a player-coach: drive adoption, expansion, and renewal
- Hire, develop, and manage a team of Customer Success Managers
- Define the CS operating model: account segmentation, 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
What you'll bring
- Experience as a founding or early CS leader
- Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts
- Track record hiring and developing CSMs at enterprise scale
- Player-coach by preference: still get energy from running a customer call while building the team
Bonus if you have
- 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
What we look for
- 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 creating 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
Benefits at Basis
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
Compensation Range: $125K - $250K