---
title: 'Instructional Design at Basis AI'
canonical: 'https://feeny.ai/job/instructional-design-basis-ai-new-york-w68bw3dx1f9v'
type: 'job'
last_seen: '2026-11-04'
---

# Instructional Design at Basis AI

- **Company:** Basis AI
- **Location:** New York, NY
- **Compensation:** $125k–$250k
- **Employment:** full-time
- **Posted:** 2026-04-28
- **Last confirmed live:** 2026-11-04
- **Apply:** https://jobs.ashbyhq.com/basis-ai/3b96fb4b-7987-47c4-a37a-c18cddffa643/application

**Skills:** Customer Education Program Management, Content Operations, Digital Learning Design, SaaS, AI Agent Training, Accounting Industry Knowledge, Finance Industry Knowledge, AI Product Experience, LMS Platforms, Badging Platforms, Credly, Open Badges

> The Customer Education Lead owns the Basis Academy, building a world-class learning product to drive adoption of AI agents among accounting professionals. This role involves designing digital learning experiences, creating certification pathways, and scaling content operations to shorten time-to-value for firms.

## Job description

## 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

## About the role

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 an Instructional Designer, 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.

## What you'll do

- 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

## What you'll bring

- 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

Bonus if you have

- 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)

## What we look for

- First principles reasoner: builds frameworks from scratch rather than copying what's been done before
- High agency: takes ownership of outcomes and moves fast without waiting for perfect information
- Builder mentality: treats the Academy as a product; cares about user journey, platform UX, and whether content actually creates behavior change
- Office lover: prefers shouting across a room over a Slack message, seeking full-time in-office in NYC

## 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.
- Basis will cover 100% of your [Wellhub Gold](https://wellhub.com/en-us/employees/?gad_source=1&gclid=CjwKCAjwy5rUBhB5EiwAIoAtCixehqvud1v9ahoeOFqYnuIiBWAVW73IQK_ysAVP8wl75ukUUW-myBoCDlcQAvD_BwE&utm_campaign=us_b2c_google-search-brand-plans-pricing-wellhub__el_con_ongoing_all_signup_0425&utm_content=181565584554&utm_id=22473088932&utm_medium=cpc&utm_source=google&utm_term=wellhub+gold+plan_801285082537) membership.
- Wellhub gives you access to gyms like Lifetime, SoulCycle, NYSC and so many more - as well as access to wellness apps like Strava & Headspace!
- 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 Support: Access to Carrot Fertility and paid parental leave.

## About Basis AI

## Company Overview
- **One-liner**: Basis AI builds autonomous AI agents that execute end-to-end accounting workflows for professional accounting firms.
- **Entity Type**: Private (Series B)
- **Headquarters**: New York, United States
- **Founded**: 2023
- **Founders**: Mitchell Troyanovsky (Co-Founder), Matt Harpe (CEO)

## Core Business
- **Primary industry/industries**: Accounting Technology, Artificial Intelligence, Enterprise SaaS
- **Target customers**: B2B — Top accounting firms in the United States (CAS, Tax, Audit, Advisory practices)
- **Mission or purpose statement**: "The next era of accounting" — transforming knowledge workers from doers into reviewers by deploying agents that autonomously complete work.

## Products & Services
- **Basis Platform**: An AI agent platform that runs in the background executing accounting workflows end-to-end. Core modules built for CAS, Tax, Audit, and Advisory practice areas. Agents conform to a firm’s standards, adapt to specific engagement context, and deliver finished work ready for review. Runs across cloud and on-premise accounting systems. [getbasis.ai](https://www.getbasis.ai/)

## Market Standing
- **Valuation/Market Cap**: $1.15 billion (post Series B in February 2026) [getbasis.ai/careers](https://www.getbasis.ai/careers)
- **Key Metric**: Total funding raised — $137.6 million (across 4 rounds: Seed, Series A, Series B) [linkedin.com](https://www.linkedin.com/company/get-basis-ai)
- **Notable Investors/Partners**: Accel (lead, Miles Clements), GV (Google Ventures), Khosla Ventures (Vinod Khosla and Keith Rabois), BoxGroup, Better Tomorrow Ventures, Avid Ventures, Lloyd Blankfein (former CEO Goldman Sachs, lead Series B), Adam D’Angelo (CEO Quora), Nat Friedman (former CEO GitHub), Jeff Dean (Chief Scientist Google DeepMind), Noam Brown (OpenAI o1 co-creator), Amjad Masad (CEO Replit), Eric Wu (CEO Opendoor), and many other prominent angel investors.
- **Growth Signals**: 253.7% year-over-year headcount growth (95 employees as of mid-2026, up from ~27 a year prior). Active in 10 countries. Expanded from CAS into Tax and Audit verticals. 26 active job postings as of mid-2026. [linkedin.com](https://www.linkedin.com/company/get-basis-ai)

## Competitive Advantages
- **Deep domain accuracy**: Built on foundational accounting principles, not a generic chatbot — agents understand the logic of the work itself and adapt to firm-specific standards.
- **End-to-end execution**: Agents run autonomously for hours, collaborating with accountants at key decision points, rather than just generating text suggestions.
- **Early market leadership**: Already deployed with the largest accounting firms in the country, with partners calling it the "most exciting new technology" they’ve seen in their careers.
- **Applied ML at scale**: Hundreds of agents behind every accountant, performing real, economically productive work for paying customers today. [getbasis.ai/about](https://www.getbasis.ai/about)

## Strategic Focus
- **Scaling across practice areas**: Expanding from CAS into Tax, Audit, and Advisory modules. A new "New Vertical" product design role is explicitly listed.
- **Building for a generational company**: "We believe the marginal cost of intelligence will trend toward zero… accounting is among the most important and foundational — and might happen the fastest." [getbasis.ai/about](https://www.getbasis.ai/about)
- **Deepening trust and governance**: Hiring Intelligence Architects and GRC specialists, indicating a focus on compliance, security, and enterprise-grade controls.
- **International expansion**: Already operating across 10 countries, with hires in Brazil, India, Argentina, and the UK. [linkedin.com](https://www.linkedin.com/company/get-basis-ai)

## Why Work Here
- **Culture & intensity**: "The whole team in one room. Not a lot of formal meetings, but interesting conversations happening constantly… The standards are high and the feedback is frequent. People here are kind and fun, but they also push each other to be better." [getbasis.ai/careers](https://www.getbasis.ai/careers)
- **Engineering-centric**: Technical roles account for ~20% of headcount. Operating principles emphasize clear thinking and are referenced every day. Whiteboards everywhere.
- **Perks**: Premium Medical, Dental, Vision; Life Insurance; 6 coaching & 6 therapy sessions via Spring Health; unlimited PTO + 12 paid holidays; daily meal stipends; fully stocked kitchen; $300 custom desk setup; pre-tax commuter benefits; 401(k); paid parental leave.
- **Remote/office policy**: Office-first culture — "most of the team eats lunch and dinner together." Based in a dedicated office at 20 W 22nd St, New York (Flatiron district). No mention of fully remote roles in current postings.
- **Growth trajectory**: From ~27 to 95 employees in one year. Over 85% quarterly growth in job postings. Employees report huge responsibility from day one. [linkedin.com](https://www.linkedin.com/company/get-basis-ai)

## Sources
1. [getbasis.ai](https://www.getbasis.ai/)
2. [getbasis.ai/careers](https://www.getbasis.ai/careers)
3. [getbasis.ai/about](https://www.getbasis.ai/about)
4. [linkedin.com](https://www.linkedin.com/company/get-basis-ai)
5. [jobs.ashbyhq.com](https://jobs.ashbyhq.com/basis-ai)

## Other roles at Basis AI

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- [Strategic Account Executive](https://feeny.ai/job/strategic-account-executive-basis-ai-new-york-72zv9sc95rd8) — New York, NY
- [GTM Recruiter](https://feeny.ai/job/gtm-recruiter-basis-ai-new-york-dx29dyz2vmdw) — New York, NY
- [Manager, GTM Enablement](https://feeny.ai/job/manager-gtm-enablement-basis-ai-new-york-yp62fmwwqmkx) — New York, NY
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- [GTM Data and Systems Lead](https://feeny.ai/job/gtm-data-and-systems-lead-basis-ai-new-york-yvw3y83pnsh8) — New York, NY
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