Sales Strategy and Planning Manager

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

What you’ll be doing:

In this role, you’ll build the sales planning and analytics function from the ground up. You’ll own the engine that keeps our sales organization running efficiently and predictably, including territory design, quota setting, forecasting, pipeline health, and compensation planning. Partnering closely with sales leadership, you’ll translate company targets into territory plans, capacity models, and quotas, and develop reporting that shows where the pipeline is strong, where it’s at risk, and what actions to take.

You’ll run our forecasting process—improving accuracy, surfacing risk early, and giving leadership a clear view of where we’ll land—and you’ll design and administer comp structures that are fair, motivating, and aligned to company goals. Across deal desk, pipeline reviews, and QBRs, you’ll be the source of truth for sales performance data and the analytics behind every major GTM decision.

As we scale, you’ll shape our sales strategy function by codifying planning cadences, building the systems and dashboards leadership relies on, and helping grow the Rev Ops and strategy team as the GTM org expands.

Location:

NYC, Flatiron office. In‑person team.

What you’ll bring:

• 4+ years in sales strategy, revenue operations, sales planning, or a related analytical GTM role at a B2B software company
• Strong command of pipeline analytics and forecasting—building models, defining metrics, and turning data into decisions
• Experience with territory design, quota setting, and capacity planning
• Experience designing or administering sales compensation plans
• Advanced spreadsheet and BI/analytics skills (Excel/Sheets, SQL, or tools like Looker/Tableau); fluency with CRM data (e.g., Salesforce, Hub Spot)
• Bachelor’s degree or equivalent practical experience
• Ability to work in office in Manhattan 5 days per week

What we’d love to see:

• Finance
  
  Experience:
  
  Accounting, FP&A, investment banking, private equity, or venture capital—or experience selling/operating into the office of the CFO
• Experience building a sales planning function from the ground up
• Startup experience:
  Background at high‑growth companies during scale phases
• Familiarity with CPQ, deal desk, or sales forecasting tooling

What Success looks like in this role:

• Startup mindset:
  Excited about ambiguity and rapid growth
• All‑in:
  This is not a 9‑5, we have a massive opportunity ahead of us and are looking to further accelerate our velocity. We are optimizing for the best folks and happy to compensate generously.

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