Pilot.com

Marketing

• Drive awareness, demand generation, and revenue growth within the franchise ecosystem
• Develop and execute Pilot's franchise industry marketing strategy
• Build industry-specific messaging and value propositions
• Design and execute integrated campaigns that generate pipeline
• Create content and establish Pilot as a trusted voice in franchise finance

Industry Marketing Lead – Franchises

Accounting Manager

• Own the Accounting Firm Industry Strategy
• Drive Industry Go-to-Market Programs
• Build Category Leadership
• Create Industry Content
• Measure Business Impact

Industry Marketing Lead, Accounting Firms

Financial Planning and Analysis

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
• Lead complex operational engagements often with multiple junior team members to deliver exceptional results
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
• Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
• Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
• Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
• Build long-term client relationships and drive superior operational outcomes based on unique business insights
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
• Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
• Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
• Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
• Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

Senior Consultant, Financial Operations

• You own the programs that turn leads into SQLs through lifecycle—industry nurtures, referral programs, intent-based routing, and partnership channel conversion.
• Working with product usage signals and propensity model outputs, you'll identify expansion-ready accounts and activate lifecycle and account management plays for high-propensity tiers.
• From trial activation and onboarding through early retention—activation rate and early churn are your metrics. You also own Lead → SQL conversion through lifecycle personalization and segmentation.
• Structured tests with documented hypotheses and results. Not just subject lines—program logic, timing, audience strategy, and channel mix.
• Identify and use AI-powered tools to automatically detect friction points and hidden customer segments. Employ generative AI and dynamic content blocks to tailor messaging and educational assets per customer profile.
• In partnership with product, operations, and marketing teams to help prospects and customers fully realize the value of Pilot’s solutions.

Senior Lifecycle Marketing Manager

• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations
• Own communication with clients regularly to provide our recommendations and manage expectations
• Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring for status updates and escalation management
• Support successful compliance requirements and deadlines by tracking and ensuring timely completion
• Refine the strategies to address areas of opportunity within Pilot Financial Operations
• Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering

Financial Operations Consultant

• Execute day-to-day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking
• Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com
• Communicate with clients regularly to provide updates and address their operational needs
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Conduct research on operational tools and best practices required for customer service delivery
• Keep operational projects on track with ongoing monitoring and status updates
• Support successful compliance requirements by tracking deadlines and ensuring timely completion
• Execute the strategies to address areas of opportunity within Pilot Financial Operations
• Implement improvements in operational and business KPIs for Financial Operations
• Recommend and drive process improvements to maximize accuracy and efficiency within our offering

Associate, Financial Operations

Performance Marketing

• ABM strategy and programs. You'll define the account-based approach for this segment—target account selection, buying committee mapping, personalized campaigns, and the sequencing that moves multi-stakeholder deals through a longer cycle.
• Pipeline contribution. You're accountable for what this segment produces: SQLs, opportunity value, conversion rates, pipeline velocity. You know what the numbers are telling you and what to adjust when they're not moving.
• Sales alignment. You'll be in pipeline reviews, contributing to account plans, and making sure marketing programs are coordinated with where sales is focused. One unified motion, not two separate ones.
• Partner-sourced pipeline. Working closely with the Partner Marketing and Events Lead, you'll help turn partner relationships into a source of qualified leads for strategic accounts, coordinating on referral programs and ensuring partner-generated opportunities are tracked, nurtured, and converted with the same rigor as any other channel.
• Campaign execution. Working with shared specialists across lifecycle, paid media, content, and marketing ops, you'll design and run full-funnel programs that reach strategic account buyers via paid channels, events, outbound sequences, and direct engagement.

Senior Demand Generation Manager, Strategic Accounts

• Define segment strategy and make it actionable
• Build programs that move the right prospects from first impression to signed contract
• Scale partner-led motion through referral programs, co-marketing, and field engagement
• Shape messaging for the target audiences and materials used by the sales team