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Pilot

Outsourced bookkeeping, tax, and CFO services

Marketing Operations Associate

Growth & MarketingConfirmed live in the last 24 hours
Full-timeSan Francisco, CA, USA

About the Job

Requirements

  • At least 2 years of marketing operations experience with hands-on Marketo ownership.
  • Working knowledge of Salesforce campaigns, lead and contact objects, and marketing data flows between Marketo and Salesforce.
  • Ability to determine how to build requested marketing operations work and deliver it confidently.
  • Ability to identify and investigate problems with lists, reports, and system synchronization.
  • Uses AI to speed up builds, debug logic, write documentation, and solve problems, and explores additional applications of AI.
  • Writes clearly and documents what was built and why.

Responsibilities

  • Build and quality-assure email programs, nurtures, forms, and campaign programs in Marketo from start to finish.
  • Administer Marketo, including program architecture, smart campaigns, operational programs, templates, and forms.
  • Maintain program templates, naming conventions, and folder structure to support consistent, reportable builds as volume grows.
  • Execute list imports and build audiences, including making segmentation and source-tagging decisions.
  • Maintain database health through deduplication, normalization, suppression lists, consent management, and deliverability.
  • Monitor and resolve synchronization issues between Marketo and Salesforce, and set up Salesforce campaigns for marketing programs.
  • Help implement and maintain lead scoring and lifecycle logic across Marketo and Salesforce.
  • Build campaign and program performance reporting in Salesforce and Looker.
  • Support attribution and Marketo Measure work.
  • Manage the request queue against agreed service-level agreements across competing priorities.

Desired Qualifications

  • Marketo Certified Expert certification.
  • Experience with Marketo Measure or a comparable attribution platform.
  • Experience with Looker or a comparable business intelligence tool.
  • Experience supporting more than one business line or audience segment.
  • Background in B2B SaaS, fintech, accounting software, or professional services.

About the Company

Pilot

Outsourced bookkeeping, tax, and CFO services

Pilot provides outsourced financial management for startups and small businesses. It handles core back-office tasks—bookkeeping, tax preparation, and CFO-level financial guidance—through a subscription-based service, giving clients ongoing access to a team of finance experts who manage their numbers and strategic planning. The product works by offering tiered service levels tied to client size, with recurring fees for ongoing support rather than one-off projects. Pilot differentiates itself by specializing in early-stage and small companies, delivering a dedicated finance function with scalable expertise, backed by substantial funding from investors such as Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. The company’s goal is to let business owners focus on growth by providing professional, reliable financial management and predictable costs through a repeatable service model.

Company size
201-500
Company stage
Series C
Total funding
$158.3M
Headquarters
San Francisco, CA
Founded
2016

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