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Basis

Customer Education Lead

2mo ago
125000 –250000 USD / yearUSALead
Basis

Customer Education Lead

2mo ago
125000 –250000 USD / yearUSALead

Lead customer education by building a world-class learning product to help accounting firms work confidently with AI agents.

Responsibilities

  • The way accountants work is changing. AI agents are now doing real work – preparing returns, reviewing workpapers, flagging exceptions – and accountants need to learn how to work alongside them. At Basis, we believe you can't just hand someone a powerful tool and walk away. You have to guide them into the future.
  • That's what Basis Academy is for. It's how firms learn to work confidently with Basis agents across Tax, Audit, and Advisory. As Customer Education Lead, you will build the Academy into a world-class learning product – one that shortens time-to-value, drives adoption, and earns the kind of credentials that accounting professionals are proud to put on their resume.
  • - Own the Academy as a product: strategy, roadmap, content operations, and outcomes
  • - Build best-in-class digital learning experiences: role-based paths tailored to Preparers, Reviewers, and Managers across CAS, Tax, Audit, and Advisory
  • - Design the "Basis Certified" credential ladder: define what it means to be an expert in AI Accounting and build a certification that matters
  • - Build for scale: translate our high-touch, white-glove training into scalable, on-demand courses and interactive simulations
  • - Drive CPE accreditation: work toward making Basis courses eligible for Continuing Professional Education credits, a major differentiator for firm partners
  • - Build the content operations machine: produce high-quality learning content efficiently and keep it current with every product release
  • - Hire and lead a lean, high-output team (instructional designers, content producers, live session facilitators)
  • - Instrument the program end-to-end: connect learning data to product adoption, retention, and business outcomes

Nice to have

  • - Background in accounting, finance, or a similar regulated industry
  • - Experience with AI products, specifically teaching users how to work with AI agents
  • - Familiarity with CPE/CE accreditation programs (NASBA or similar)
  • - Experience with LMS platforms (WorkRamp, Thought Industries, etc.) and/or badging platforms (Credly, Open Badges)

Conditions

  • 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

Other

  • 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'v
  • - 4+ years building or scaling a customer education or technical enablement program at a modern SaaS or AI company
  • - Experience running content operations: you can produce high-quality content efficiently and keep it current in a fast-moving product environment
  • - Proven ability to evolve a program from live-training-only to a hybrid model of self-paced digital learning and live workshops
  • - First principles reasoner: builds frameworks from scratch rather than copying what's been done before
  • - High agency: takes ownership of outcomes and moves fast without waiting for perfect information
  • - Builder mentality: treats the Academy as a product; cares about user journey, platform UX, and whether content actually creates behavior change
  • - Office lover: prefers shouting across a room over a Slack message, seeking full-time in-office in NYC
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