Customer Success Manager
At a glance
Mid-level Customer Success role at Basis AI. New York · full-time · $150,000–$250,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage enterprise accounts by increasing adoption, expanding relationships, and securing renewals
- Guide customers from onboarding through the renewal decision
- Help create CS processes for account health, handoffs, and renewals
- Move customers from deployment into ongoing ownership with Deployed Intelligence
- Work with Account Executives on QBRs, expansion opportunities, and ARR growth
What you bring
- Bring three to five years of enterprise customer ownership in customer success or account management
- Have directly managed renewal and expansion targets for six- and seven-figure enterprise portfolios
- Show adoption and retention results across complex, multi-stakeholder accounts
- Feel comfortable leading customer calls and owning the result
Who this fits
This suits someone with strong commercial judgment who can identify growth opportunities, manage renewals, and recognize churn risk. You will help shape a growing CS function, move quickly with incomplete information, and hold senior conversations with firm partners and C-suite stakeholders. The role is full-time and in-office in NYC.
From the employer
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.
You'll own a portfolio of enterprise accounts directly – driving adoption, expansion, and renewal across some of the most important firms in the country. Reporting to the Customer Success Lead, you'll help shape the CS playbook and build the relationships that turn Basis into a mission-critical platform at one of the fastest-growing companies in AI.
What you'll do
Own a portfolio of enterprise accounts: drive adoption, expansion, and renewal
Run the customer relationship end to end, from onboarding through renewal
Contribute to the CS operating model: account 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
3-5 years of experience owning enterprise customer relationships in a CS or account management role
Direct ownership of a renewal and expansion number against a portfolio of six- and seven-figure enterprise accounts
Track record of driving adoption and retention across complex, multi-stakeholder accounts
Energized by running a customer call and owning the outcome
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 helping shape 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.
Basis will cover 100% of your Wellhub Gold membership.
Wellhub gives you access to gyms like Lifetime, SoulCycle, NYSC and so many more - as well as access to wellness apps like Strava & Headspace!
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
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