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Full-Time

Account Executive

Confirmed live in the last 24 hours

Pilot

Pilot

201-500 employees

Financial services for startups and small businesses

Fintech
Financial Services

Compensation Overview

$63.5k - $91.5kAnnually

Junior, Mid

San Francisco, CA, USA

Must be in office 5 times per week.

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Salesforce
Requirements
  • 2+ years of Account Executive sales experience (ideally fintech, or financial services) in a closing role)
  • Proven track record of success, creating pipeline, quota attainment, and over-achievement
  • Highly organized and detailed with an eye towards process
  • Excellent prioritization and time management skills
  • Exceptional oral and written communication skills
  • Experience with Salesforce
Responsibilities
  • Achieve and consistently exceed sales goals by closing new business
  • Full-cycle sales with responsibility for building and maintaining a pipeline of prospective customers
  • Present and demonstrate the value of Pilot’s products and services to prospective buyers on both inbound and outbound sales efforts
  • Understand and own the information regarding Pilot’s numerous financial service offerings
  • Work cross-functionally with our solutions, marketing, product, and finance teams—echoing the voice of the customer and providing constructive and actionable feedback to the team
  • Work collaboratively to build and iterate day-to-day processes within the role

Pilot provides financial services specifically designed for startups and small businesses. The company offers essential services such as bookkeeping, tax preparation, and CFO (Chief Financial Officer) support, allowing business owners to focus on growing their companies without worrying about financial management. Pilot's services operate on a subscription-based model, where clients pay a recurring fee to access a team of finance experts who handle their financial tasks. This model not only provides clients with predictable costs but also ensures that their finances are managed professionally. Unlike many competitors, Pilot targets the unique needs of startups and small businesses, which often lack the resources to manage complex financial tasks internally. With significant funding from notable investors, Pilot aims to continually enhance its services and expand its reach in the financial services market.

Company Stage

Series C

Total Funding

$161.6M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

-6%

1 year growth

-9%

2 year growth

-17%
Simplify Jobs

Simplify's Take

What believers are saying

  • Pilot's comprehensive service offerings, from bookkeeping to CFO-level advice, make it a one-stop-shop for financial management needs.
  • The company's strong financial backing allows for continuous improvement and expansion, ensuring long-term growth and stability.
  • Clients benefit from professional and accurate financial management, freeing them to focus on business growth.

What critics are saying

  • The competitive landscape in financial services is intense, requiring Pilot to continuously innovate to maintain its edge.
  • Reliance on a subscription model means that customer retention is crucial; losing clients could significantly impact revenue.

What makes Pilot unique

  • Pilot focuses exclusively on startups and small businesses, unlike many financial service providers who target a broader market.
  • Their subscription-based model offers predictable costs for clients, which is particularly appealing for startups with limited budgets.
  • Significant backing from high-profile investors like Sequoia and Stripe provides Pilot with the financial stability to continually enhance its services.

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Benefits

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, Headscape, One Medical, Aaptiv and Rightway

Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks

401(k) plan