GTM & Growth Manager

The Role

This is a high visibility role within the CFO Services team where you will partner directly with the Head of GTM to drive CFO opportunities (with startup founders!) through both creative and analytical strategic projects.

Key Responsibilities

• Collaborate with cross functional teams (Sales, CFO, Marketing, Partnerships & Operations) on strategic projects that improve and scale our GTM, scoping process, and team operations. Examples:
• Improve & develop foundational content (e.g., sales decks and other collateral) by partnering closely with Sales, CFO Services, Product, & Marketing teams on creating the materials
• Help inform Pilot’s pricing and packaging strategy based on what resonates with customers during the sales conversations

• Craft targeted marketing campaigns about technical subjects that will help founders including: VC market trends, tips for fundraising, financial modeling best practices, etc. to drive awareness of the Pilot CFO brand & create CFO opportunities

• Support the Head of GTM throughout the sales process by crafting tailored project plans for founders

• Help design a content strategy to engage with existing CFO clients in a targeted and consistent way that drives customer happiness & strengthens the CFO Services brand (Example: Industry or stage-specific resources, check-ins from Principals)

• Create CFO-branded content with the help of the CFO team to highlight client case studies across industries (tech, healthcare, consumer goods & retail, finance, manufacturing) which may cover topics including: fundraising, cash management, budgeting & forecasting, pricing analysis, & other strategic projects

• Identify key insights from recent client calls & sales processes to identify common trends & emerging opportunities in the marketplace for CFO Services to tap into

• Create dashboards to better track & understand the health of our GTM strategy and identify areas for improvement

About You

• 2+ years of progressive finance and strategy experience. 
• Preferable past experience includes a combination of finance & BD/sales-enablement roles (example: equity research, sales & trading, investment banking, corporate finance, venture capital, private wealth management, strategic growth strategy, FP&A, etc.)
• Passionate about understanding in detail: (1) how Pilot CFO Services works and (2) startups' strategic finance needs (cash burn management, forecasting, KPI, investor materials preparation, growth strategies etc.) 
• Ability to quickly build trust with team members, cross-functional groups and entrepreneurs
• Excellent communication and interpersonal skills, presentation skills, and high attention to detail
• Creative thinker and strong writer (this is important) to contribute to marketing projects
• Ability to understand complex business requirements and craft tailored solutions
• Ability to quickly learn and explain financial concepts to Pilot’s potential customers
• Strong critical thinking skills, including ability to identify suboptimal internal processes
• Ability to operate independently in a highly ambiguous and fast-paced environment
• Organized and process-driven. You are able to manage highly interdependent, complex projects and keep various work streams on track. You excel at building frameworks, playbooks, and processes for other teams to be more effective
• Design/branding experience not required, but a nice 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, Headscape, One Medical, Aaptiv and Rightway
• 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 $129,000 - $175,000 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 recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.