Sales Engineer, Accounting Solutions

Sales Engineer

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

What you'll bring:

• 24 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

Bonus:

• 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

Benefits at Basis:

• Premium Medical, Dental, and Vision coverage; Life Insurance; and 6 coaching & 6 therapy sessions through Spring Health.
• Unlimited PTO + 12 paid company holidays.
• Daily meal stipends, a fully stocked kitchen, and $300 toward your custom desk setup.
• Pre-tax commuter benefits and 401(k) retirement plan
• Monthly office activities and frequent optional team happy hours.