Pilot.com

Operations Manager, Consulting Services

Pilot.com

full-time

Posted on:

Location: California, New York • 🇺🇸 United States

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Salary

💰 $80,000 - $122,400 per year

Job Level

Mid-LevelSenior

Tech Stack

FluxOracleSQL

About the role

  • Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services
  • Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot
  • Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours
  • Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services
  • Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
  • Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
  • Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent)
  • Support onboarding the new hires for both CFO Services and COO Services

Requirements

  • 5-8 years of relevant finance, data analytics or operations experience
  • Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
  • Experience with data visualization software (e.g. Looker) and/or SQL is a plus
  • The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
  • Can-do attitude towards solving complex problems and building scalable, efficient processes
  • Has an appreciation for the importance of revenue visibility and revenue recognition
  • Demonstrated project management experience with minimal guidance
  • Demonstrated professional experience collaborating cross-functionally to achieve an objective
  • Nice to have: Experience reading and working with contracts (e.g. Zuora)
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