Job Description

The Role

Pilot is building a first-of-its-kind, software-centric solution to tackle the financial back office (bookkeeping, tax, CFO, etc.) so that founders and business owners don't have to. Backed by Sequoia, Index Ventures, Stripe, and others, Pilot is rapidly growing its customer base in multiple SMB verticals.

The Sales Support Adminstrator will be responsible for supporting the Sales and Onboarding teams to ensure that customers have a great onboarding experience. You will be responsible for ensuring customer data accuracy, and other general sales/onboarding support needs.  

Pilot is aiming to disrupt a $60B industry. Big, strategic, questions are being worked on by a diverse team of experienced but scrappy professionals. 

Key Responsibilities

• Partner with the Sales teams to ensure all customer data that is needed for onboarding is accurately entered into all systems
• Research, gather, and input any customer data into systems that is required for onboarding
• Prepare new customer onboarding packets with all necessary information for the onboarding team
• Facilitate conversations with internal stakeholders in order to discuss or resolve any issues
• Work cross-functionally with the Sales, Revenue Operations, and onboarding teams to ensure a seamless onboarding experience
• Prepare order forms for prospects in accordance to Pilot’s sales processes 
• Own process improvement projects to drive operational efficiencies 
• Perform other duties and assignments as required

About You

• 1+ years of experience in order management, contract administration, sales support, or other administrative experience
• High attention to detail 
• Must be able to work well both on a team and independently, and effectively multitask and prioritize workload to meet demanding deadlines
• Excellent written and verbal communication skills
• Demonstrated customer-centricity skills with the ability to act with speed, agility, and accountability to drive desirable outcome
• Proven ability to establish credibility, trust, and support within all levels of an organization
• Strategic and analytical problem solver
• Proficiency in MS Office (Word, Excel, PowerPoint), Google (Docs, Sheets, Calendar, Drive, etc.), Dropbox, and Salesforce is highly desired

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 and One Medical
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan

The base pay range target for the role seniority described in this job description is $76 - $102,000 in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

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 , including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information.  You may view our job candidate privacy policy .

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