Business Development Representative

About the role

Basis is developing autonomous agents designed to execute complex, end-to-end workflows for global accounting firms. We are seeking a founding member of our outbound team to build our sales motion from the ground up within our New York office. This position is tailored for an early-career professional eager to design repeatable playbooks and eventually progress into closing or leadership capacities. You will operate with high autonomy to establish the infrastructure and strategies that drive our go-to-market engine. Success in this role requires a builder mindset comfortable operating without a pre-existing manual.

Key facts

What you'll do

• Develop and iterate on our outbound strategy by systematically testing diverse channels and messaging frameworks to construct a scalable, repeatable playbook.
• Identify and prioritize target accounts through the creation of custom targeting logic and proprietary list building rather than relying on generic, purchased databases.
• Engage directly with CFOs, controllers, and senior finance leaders to secure qualified meetings while continuously refining outreach tactics based on response data.
• Synthesize market feedback, including competitive intelligence and specific customer objections, to directly inform product roadmap decisions and company positioning.
• Own and manage the sales technology infrastructure, encompassing CRM hygiene, pipeline tracking, performance reporting, and the evaluation and selection of new tools.
• Craft compelling, original written and verbal messaging that resonates deeply with accounting and finance decision-makers.
• Execute high-volume outbound activities across email, phone, and social channels while maintaining a high degree of personalization and relevance.
• Conduct deep research on prospective firms to understand their specific operational workflows, tech stacks, and pain points prior to engagement.
• Collaborate closely with the founding team and product engineers to translate front-line learnings into actionable product improvements.
• Build and maintain a structured pipeline management process, ensuring accurate forecasting and handoffs as the team scales.
• Experiment with novel acquisition channels beyond standard email and LinkedIn, such as targeted events, direct mail, or community partnerships.
• Document every process, script, and workflow meticulously to create the foundational knowledge base for future hires.

Requirements

• Zero to two years of professional experience in sales, business development, recruiting, or other high-volume outbound communication roles.
• Demonstrated track record of high performance in demanding, fast-paced environments such as high-growth startups, investment banking, private equity, competitive athletics, or door-to-door sales.
• Exceptional agency and resourcefulness with a proven ability to solve ambiguous problems independently without relying on an established playbook.
• Superior written and verbal communication skills, including the resilience and technique to handle objections and pushback effectively.
• Deep, practical familiarity with modern AI tools integrated into your daily workflow for research, writing, and productivity.
• Firm commitment to working in-person at our New York City office five days a week.
• Strong organizational skills to manage a high-velocity pipeline and simultaneous workstreams without dropping details.
• Intellectual curiosity regarding accounting workflows, audit processes, and the regulatory landscape affecting finance teams.

Nice to have

• Hands-on proficiency with outbound sales platforms such as Apollo, Outreach, Salesloft, or HubSpot.
• Prior experience selling into professional services firms, accounting practices, or B2B SaaS products targeting finance departments.
• Familiarity with data enrichment tools like Clay, ZoomInfo, or Clearbit for building highly targeted lead lists.
• Basic understanding of SQL or Python for independent data analysis and list manipulation.
• Experience designing and A/B testing email sequences and call scripts at scale.

Skills & tools

• Outbound sales strategy and playbook development
• Market research, ICP definition, and account targeting
• CRM administration and sales stack management (HubSpot, Salesforce)
• Professional communication, copywriting, and cold calling
• AI-assisted workflow automation (ChatGPT, Claude, Perplexity)
• Sales engagement platforms (Apollo, Outreach, Salesloft)
• Data enrichment and list building (Clay, ZoomInfo, Apollo)
• Pipeline management and forecasting

Practical notes

• Comprehensive benefits package including premium medical, dental, and vision coverage, employer-sponsored life insurance, and access to Spring Health for mental health coaching and therapy.
• Generous time-off policy featuring unlimited PTO, twelve paid company holidays, and dedicated parental leave.
• In-office perks include daily meal stipends, a fully stocked kitchen with snacks and beverages, a $300 desk setup allowance for ergonomic equipment, and pre-tax commuter benefits.
• Financial wellness support through a 401(k) retirement plan.
• Regular team social events and offsites to foster culture and connection in the Flatiron workspace.

META

Company: Basis Ai

Title: Business Development Representative

Listed

location: New York Office

Job type: full_time