As a Deployed Intelligence Strategist at Basis, your key responsibilities will include onboarding and training enterprise customers, facilitating the integration of our intelligent agents into their accounting workflows, and acting as the primary liaison between clients and our Engineering team. This collaborative role allows you to provide ongoing feedback on product improvements, thus directly impacting the future of our platform.

To be considered for the Deployed Intelligence Strategist position at Basis, you'll need at least 4 years of experience in a fast-paced Enterprise SaaS or fintech environment, focusing on customer onboarding and relationship management. Strong communication skills and experience in managing enterprise relationships, particularly with large accounting firms, are also vital. A background in accounting or possessing a CPA is a plus.

Basis seeks candidates who are process-oriented, excellent communicators, first principles reasoners, and enthusiastic company builders. The ideal candidate should demonstrate excitement about the transformative potential of AI in accounting and enjoy working in a collaborative, in-office environment. A commitment to teamwork and a willingness to take on significant responsibilities right from the start are essential.

The Deployed Intelligence team at Basis is critical to the company’s growth by enabling the successful implementation of our innovative solutions in the accounting sector. Through effective onboarding and training, team members ensure that enterprise clients can leverage our technology to enhance their workflows, thus driving revenue and solidifying partnerships with leading firms.

As a Deployed Intelligence Strategist at Basis, you will not only contribute to immediate customer solutions but also play a role in shaping the future of our products. Given the fast-paced growth of the company, there will be numerous opportunities for career advancement, increased responsibility, and leadership roles as you demonstrate your impact in this innovative field.

When answering this question, focus on the steps you took to engage with the client, how you tailored the onboarding process to suit their specific needs, and the measurable outcomes that resulted from the successful integration. Discuss your communication methods and how you gathered and implemented client feedback.

In your response, emphasize your problem-solving skills and adaptability. Provide a specific example of a challenge you faced, the strategies you employed to overcome it, and the lessons learned that improved future onboarding experiences.

Share your passion for technological advancements and how you see AI transforming traditional accounting practices. Highlight specific AI applications that you believe can enhance efficiency, accuracy, or client interactions within the sector.

Discuss the importance of having an organized approach to feedback collection. You might talk about using surveys, direct interviews, or regular check-ins with clients. Emphasize the need for clear communication and collaboration with the Engineering team to facilitate product improvements.

Provide insights into the strategies you've employed to build strong relationships. Focus on communication styles, trust-building methods, and how you've navigated complex corporate environments to create positive client experiences.

Answer this question by detailing your methodical approach to analyzing problems. Discuss the importance of identifying the root causes and developing structured plans to tackle issues, ensuring that your solutions are scalable and repeatable.

Share your techniques for time management and prioritization. Discuss tools or frameworks you use to keep your tasks organized and how you ensure that each client's needs are met promptly while maintaining a high-quality experience.

Illustrate your critical thinking abilities by explaining a situation where you identified underlying assumptions and re-evaluated them to drive a more effective decision-making process, which led to better results in client onboarding or product deployment.

Discuss specific metrics such as client satisfaction scores, time taken for onboarding, engagement levels during training sessions, and subsequent usage metrics of the deployed solutions. Emphasize the importance of data-driven decision-making in your role.

Mention your methods for keeping current, such as subscribing to industry newsletters, attending relevant conferences, participating in webinars, or following thought leaders on social media. Highlight the importance of staying informed in your role as a Deployed Intelligence Strategist.