The Role

This is a high visibility role where you will represent Pilot’s CFO Services and interact with our customers (startup founders!) daily to help them understand the value of our service offering and help Pilot meet the needs of those customers.

Key Responsibilities

• Own the full scoping and onboarding cycle for CFO Services customers from scoping to contract signing through kick off
• Understand in detail (1) how Pilot CFO Services works and (2) startups' strategic finance needs (cash burn management, forecasting, KPI, investor materials preparation, growth strategies etc.) more generally
• Deliver CFO Services recommendations to prospective customers in partnership with sales representatives and the CFO team
• Provide advice to businesses on how to set up their CFO Services engagement including delivery of an appropriate quote and scope of work
• Optimize and execute on the go-to-market growth strategy for CFO Services by understanding the team’s value drivers within Pilot and by identifying emerging opportunities in the marketplace
• Develop a roadmap for CFO Services growth strategy in conjunction with key Pilot stakeholders and execute on your vision to achieve sustainable and exciting growth
• Collaborate with cross functional teammates on strategic projects that improve and scale our scoping process and team operations. Examples:
  • Develop foundational content (e.g., sales decks and other collateral) by partnering closely with Sales, CFO Services, Product Marketing, and Content teams on creating the materials
  • Help inform Pilot’s pricing and packaging strategy based on what resonates with customers during the sales conversations

About You

• 4+ years of progressive finance and strategy experience.
  • Preferable past experience includes a combination of finance and BD/sales-enablement roles (example: sales & trading, investment banking, corporate finance, venture capital, private wealth management, strategic growth strategy, FP&A, etc.)
• Interest working in sales lifecycle management and driving outcomes in a customer-facing environments
• Ability to quickly build trust with team members, cross-functional groups and entrepreneurs
• Excellent communication and interpersonal skills, presentation skills, and high attention to detail
• Ability to understand complex business requirements and craft tailored solutions
• Ability to quickly learn and explain financial concepts to Pilot’s potential customers
• Strong critical thinking skills, including ability to identify suboptimal internal processes
• Ability to operate independently in a highly ambiguous and fast-paced environment
• Organized and process-driven. You are able to manage highly interdependent, complex projects and keep various work streams on track. You excel at building frameworks, playbooks, and processes for other teams to be more effective

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.