The Role

Pilot’s sales department threads together a deep expertise in the accounting and finance space, with a high-touch, consultative approach in every client interaction. The team today is a mix of sales professionals, as well as consultants coming directly out of the Big 4, operational accounting roles, and other advisory groups. 
You’ll help Pilot credibly connect with prospective clients by showcasing a deep understanding of their industry and their unique challenges while effectively articulating the value of Pilot’s product.
You love to create genuine relationships, and will do so while differentiating Pilot’s software and human approach to help our sales team acquire more customers. The day-to-day of this role includes working cross-functionally with our product specialists, partnering closely as a direct team member to the sales team, and representing Pilot on the phone with prospective clients. 

Key Responsibilities

  • At the highest level, the objective is simple: help the sales team acquire more customers by building credibility and trust in our sales process.
  • You will do so by becoming deeply intertwined with our product and how it helps solve accounting pain points for various business models and different industries
  • Provide operational system architecture recommendations and best practices to prospective customers in partnership with sales 
  • Analyze financials, accounting records, and business models to align on a scope of work
  • Build trust with cross-functional stakeholders to keep various work streams and complex projects on track
  • Work closely with members of our finance operations team to articulate industry or business model complexities and to help align on accounting methodologies and policies

About You

  • You are someone who is highly competitive yet empathetic, self aware, and adaptive
  • Excellent communication and interpersonal skills
  • Experienced collaborator with c-suite, CFOs, controllers, etc
  • Four year degree in accounting, business economics, or a related area of study
  • Certified Public Accountant credential 
  • Five+ years of progressive accounting experience
  • A deep understanding of accounting requirements for companies at various stages
  • Audit or advisory firm (Big 4) experience

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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