
51 - 200 employees
💸 Finance
🤝 B2B
☁️ SaaS
Finance • B2B • SaaS
Pilot. com is a leading provider of back-office services for startups and small businesses in the United States. Specializing in bookkeeping, CFO services, and tax preparation, Pilot. com offers tailored financial solutions to help businesses establish a strong financial foundation and achieve sustainable growth. Their expertise extends to various industries, including consumer goods, retail, and professional services. With a team of over 250 US-based accountants and finance specialists, Pilot. com is dedicated to delivering scalable and tech-forward solutions, ensuring seamless integration with existing business tools. They are renowned for their deep industry knowledge and commitment to client success.
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51 - 200 employees
💸 Finance
🤝 B2B
☁️ SaaS
Finance • B2B • SaaS
Pilot. com is a leading provider of back-office services for startups and small businesses in the United States. Specializing in bookkeeping, CFO services, and tax preparation, Pilot. com offers tailored financial solutions to help businesses establish a strong financial foundation and achieve sustainable growth. Their expertise extends to various industries, including consumer goods, retail, and professional services. With a team of over 250 US-based accountants and finance specialists, Pilot. com is dedicated to delivering scalable and tech-forward solutions, ensuring seamless integration with existing business tools. They are renowned for their deep industry knowledge and commitment to client success.
• You own the programs that turn leads into SQLs through lifecycle—industry nurtures, referral programs, intent-based routing, and partnership channel conversion. • Working with product usage signals and propensity model outputs, you'll identify expansion-ready accounts and activate lifecycle and account management plays for high-propensity tiers. • From trial activation and onboarding through early retention—activation rate and early churn are your metrics. You also own Lead → SQL conversion through lifecycle personalization and segmentation. • Structured tests with documented hypotheses and results. Not just subject lines—program logic, timing, audience strategy, and channel mix. • Identify and use AI-powered tools to automatically detect friction points and hidden customer segments. Employ generative AI and dynamic content blocks to tailor messaging and educational assets per customer profile. • In partnership with product, operations, and marketing teams to help prospects and customers fully realize the value of Pilot’s solutions.
• 7+ years of experience in lifecycle marketing, customer marketing, or customer engagement roles, ideally within a B2B SaaS or high-growth environment • Significant experience in Marketo. You build programs from scratch, not from templates • A track record of owning pipeline or revenue metrics • Proven track record of designing and executing successful lifecycle programs across multiple customer segments • A structured approach to experimentation with clear hypotheses, meaningful tests, learnings that roll forward • Skilled at analyzing customer data with the ability to translate cohort and funnel data into program decisions • Hands-on experience collaborating with cross-functional stakeholders (product, engineering, customer success, sales) • Working knowledge of Salesforce data models • Solid deliverability and compliance fundamentals (SPF/DKIM, list hygiene, CAN-SPAM, CCPA) • Comfortable navigating a fast-paced, startup environment.
• Flexible vacation/time-off policy • All federal holidays are observed • Competitive benefits package including additional wellness benefits • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks • 401(k) plan
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