Pilot.com

Marketing

• 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

Financial Planning and Analysis

• 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

Head of Strategic Marketing

Marketing Operations

• Employ search marketing tactics, analyze web metrics, and develop recommendations to increase visibility to target markets
• Build and maintain lead nurture efforts that deliver high quality marketing qualified leads that are ready to buy
• Research conditions in our markets in order to gather information and insights that drive marketing strategy
• Provide operational support to the marketing team, including our new verticals team
• Build and optimize demand generation, nurture, and marketing systems initiatives to help accelerate Pilot’s revenue trajectory
• Effectively utilize Pilot’s marketing technology and provide strategic guidance to sales and marketing on programs, performance and anything revenue related
• Help Pilot build a repeatable, scalable revenue generation machine
• Analyze and monitor lead volume and quality
• Maintain a healthy, functioning Marketo instance including lead scoring, lifecycle automation, audience segments, nurture programs and integrations with other systems
• Build chatbots, marketing campaigns, forms and other lead capture mechanisms

Senior Marketing Operations Manager

• Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances
• Own communication with clients regularly to provide our recommendations and manage expectations
• Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
• Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions
• Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs
• Keep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecasts
• Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs
• Refine the strategies to address areas of opportunity within Pilot CFO Services
• Recommend and contribute to process improvements to maximize accuracy and efficiency within the CFO Services offering