• Proactively manage a monthly portfolio of renewing customers; prepare new pricing and quotes (including renewal rate calculations), manage customer communications, and close renewals with high success rates
• Drive revenue growth through upsell and cross-sells in collaboration with cross-functional teams
• Serve as a customer advocate and provide internal feedback on how Pilot can better meet our customers’s needs
• Maintain a deep understand of Pilot’s products and processes, to identify and speak with customers about the most relevant features for their specific business needs

• 5-8+ years experience in a public accounting OR Customer Success, Sales or Account Management role
• Great verbal and written communication skills with an ability to convey critical information across our customers and our service teams
• Highly self-motivated and autonomous, demonstrating ownership over business results
• Experience successfully identifying & closing cross-sell and upsell opportunities to exceed goals
• Demonstrated aptitude to learn quickly, including an interest in accounting, finance, and/or Financial Technology
• Positive, can-do attitude; calm under pressure when working through time-sensitive customer issues
• Analytical skills and the ability to interpret customer data, compile reports, and make insightful, data-driven decisions
• Organization and prioritization of competing tasks independently and with light guidance from your lead
• Experience in customer facing accounting or finance preferred
• Experience with Salesforce is a plus

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

The on-target earnings (OTE) range target for the role seniority described in this job description is $108,000 - $146,000 for San Francisco, CA (base pay is 80% of OTE). 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.