Basis has codified expertise from experienced startup finance operators into a strategic finance platform to make it easy for non-finance professionals to generate planning forecasts for finance, hiring, revenue, and operations even for the most complicated businesses. Growing companies at all stages are using Basis to create budgets, monitor burn, track advanced metrics, build dashboards, and generate reports.

We are looking for our first Strategic Finance Manager to guide our customers and ensure that they achieve their business goals on the Basis platform. You will report to the CEO and will work closely with our customers to onboard them onto the platform and provide product education and training to make Basis an indispensable tool for their financial planning needs.

This role requires an accounting or finance background because the ideal candidate should be able to understand our customers’ financial models, work creatively to bring those models into Basis, and ultimately help their organizations level-up financial planning, analysis, and reporting using our platform.

You will:

  • Advise our customers, understand their financial models, work together to configure Basis to meet their existing needs, and educate them on how to use the platform to solve future needs
  • Manage the onboarding and activation and renewal stages for our customer accounts
  • Partner with sales to assist with the demo process
  • Engage with customers in virtual meetings to increase product adoption and promote retention
  • Collaborate with our Product team to provide direct customer feedback on how we can make Basis even better

You have:

  • 2+ years of accounting, audit, or finance experience
  • Experience in client-facing roles and comfortable with providing product guidance to founders, CEOs, CFO, and finance leaders
  • Work authorization in the United States

Our benefits:

  • Health, dental, and vision plan
  • Remote-friendly team and open to more flexible work arrangements
  • Co-working space credits
  • Lunch and learns
  • Monthly happy hour activities (virtual escape rooms)
  • Biannual offsite retreats

We care about fairness in hiring. Your application will never be judged based on your race, color, ethnic origin, national origin, religion, age, marital status, gender identity, sexual orientation, family status, or disability.