Customer Education Lead

Basis AI•New York, NY

21h•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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)

Responsibilities

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