The Role

Pilot has significant traction with startups and technology companies. We deeply understand these customers and have built a product that startups know and love. However, the vision for Pilot is not to be the financial back office for startups, it's to be the financial back office for every company. We believe the best way to do this is by expanding one vertical at a time because verticals have different buyer behavior, go-to-market motions, product needs, and willingness to pay.
 
We’ve seen significant traction with professional services firms, and we’re excited to double-down there. In specific, we’ve seen a lot of customer demand from marketing consultancies and design firms.
 
We’re excited about these folks for a few reasons:
  • It’s a huge market
  • They’re used to leveraging technology to solve core operating problems
  • They have unique challenges in bookkeeping, taxes, and finance where they’re not well-served today
 
As the lead of our expansion into agency clients, you’d be a cross-functional leader tasked with driving our expansion into this vertical. In this highly dynamic role, you’ll work across Marketing, Sales, Product, and Operations to achieve significant revenue growth and customer acquisition targets. You’ll have the opportunity to flex both strategic and operational muscles, and think short- and long-term every day. The role reports to the GM of New Verticals.

Key Responsibilities

  • At the highest level, the objective is simple: find lots of agencies, get them to buy Pilot,  and ensure that the experience is world-class. Of course, “simple” does not mean “easy,” and to do that will require some of the items below:
  • Top of funnel marketing: identify scalable sources of good professional services leads, and execute campaigns to drive lead generation
  • Customer acquisition: assist with the sales process throughout the funnel, including leading sales calls with prospects
  • Retention and account management: support Pilot clients with industry-specific expertise
  • Product and operations: be the internal champion for your vertical, identifying and articulating product and process needs to better serve our clients

About You

  • Either:
    • 4+ years of direct experience in operating roles at a marketing consultancy or design firm, or
    • 4+ years experience in a product marketing or operations role (or similar) at a company that sells into to this vertical
  • Strong “general athlete” who thrives in a dynamic, cross-functional role that requires both long-term strategic thinking and day-to-day execution
  • Excellent strategic thinking chops backed by strong quantitative skill set
  • Strong communication skills with the ability to distill complex issues into structured frameworks and concrete action plans
  • Highly entrepreneurial and comfortable working in a fast-paced environment with minimal guidance
  • Ability to interface with a wide range of cross-functional partners and influence action across the org

About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.  Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene.  Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

Why Pilot?

  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information.

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