Sales Strategy and Planning Manager

Responsibilities

• 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 RevOps and strategy team as the GTM org expands.
• 📍 Location: NYC, Flatiron office. In-person team.

Requirements

• 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, HubSpot)
• 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.
• 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.
• 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

Benefits

Additional Information

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

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