Sales Engineer • Mid-Level

Who you are

You have 3+ years of experience in accounting, finance, investment banking, or Private Equity — you understand the intricacies of financial processes and can communicate effectively with both executives and accounting teams. You are process-oriented, breaking down complex problems into clear, repeatable steps that can be easily understood and executed. Your strong communication skills allow you to explain technical concepts in a way that resonates with diverse audiences, ensuring clarity and understanding.

You are a first principles reasoner, questioning assumptions and applying lessons learned to develop innovative solutions. As a company-builder, you are excited about the opportunity to lay the foundations for a rapidly scaling organization, contributing to its growth and success. You thrive in a high-velocity, high-responsibility environment, ready to take on challenges and drive results. You prefer an office setting, enjoying the collaborative atmosphere that comes with in-person teamwork.

What you'll do

In this role, you will lead value-based demos that showcase how AI agents can transform month-end close processes, reconciliations, audits, and tax workflows. You will serve as the finance expert, ready to field questions on technical accounting, compliance, and integrations. Your responsibilities will include owning security and IT questionnaires and guiding prospects through technical due diligence, ensuring they have all the information needed to make informed decisions.

You will drive technical qualification by identifying the best opportunities and running structured evaluations. Partnering with Account Executives, you will strategize for complex sales cycles and enterprise deals, ensuring smooth handoffs to post-sales teams through clear knowledge transfer. Staying sharp on accounting practices, industry trends, and the competitive landscape will be crucial to your success in this role.

What we offer

At Basis AI, we provide a supportive and engaging work environment with unlimited PTO and 12 paid company holidays. Our in-office perks include daily meal stipends, a fully stocked kitchen, and a budget for your custom desk setup. We also offer financial benefits such as pre-tax commuter benefits and a 401(k) retirement plan. Our team culture is vibrant, with monthly office activities and frequent optional team happy hours, fostering a sense of community and collaboration among team members.