About Pilot Pilot.com provides bookkeeping, CFO, and tax services powered by a combination of expert teams and intelligent software. We work with thousands of startups and growing businesses, giving them the financial clarity and confidence they need to scale. Backed by top investors and loved by founders, we’re on a mission to be the financial back office for every business.
The Role We're looking for a high-performing sales professional ready to take the next step into leadership. As a Sales Team Lead, you'll develop a team of 5–8 inside sales reps selling Pilot's suite of accounting and advisory services. This is a player-coach role focused on the fundamentals: daily execution, data-driven coaching, and helping each rep reach their full potential. This role is ideal for a Senior Account Executive who consistently exceeds quota, enjoys mentoring peers, and wants to expand their impact beyond individual production. You'll sit between the reps and our Director of Sales, translating strategy into day-to-day action. The right person for this role loves being in the details — reviewing call recordings, digging into pipeline data, running tight 1:1s, and rolling up their sleeves to help reps work through tough deals.
What You'll Do Coach and Develop Your Team Run structured weekly 1:1s with each rep focused on skill development, pipeline review, and goal-setting Listen to call recordings and provide specific, actionable feedback to improve rep performance Identify each rep's strengths and growth areas, and build individualized development plans Onboard new hires and ensure they ramp quickly and confidently Drive Performance Through Data Own team-level metrics including activity volume, conversion rates, pipeline health, and quota attainment Use CRM and sales analytics data to spot trends, flag risks early, and surface coaching opportunities Hold
the team accountable to daily and weekly activity targets in a constructive, motivating way Deliver clear, consistent reporting to the Director of Sales on team performance and forecast Execute Day-to-Day Operations Lead weekly team meetings that keep
the team energized and aligned Partner with reps on live deals — provide deal coaching, handle escalations, and help close Maintain CRM hygiene standards across
the team to ensure data accuracy and pipeline visibility Coordinate with Sales Leadership and Marketing on messaging, campaigns, and tooling rollouts Build a Winning Culture Create a team environment that is high-performance and high-care — reps should feel challenged and supported Recognize wins loudly and coach through misses constructively Advocate for your team's needs: tools, process improvements, and career growth opportunities About You 5+ years of SaaS, technology, or consultative sales experience. Consistent track record of achieving or exceeding quota. Experience managing complex sales cycles and multiple stakeholders. Demonstrated success mentoring, onboarding, or coaching peers. Strong forecasting, pipeline management, and deal strategy skills. Excellent communication and presentation abilities. Highly organized, data-driven, and results-oriented. Desire to grow into formal people leadership over time. Experience serving as a team lead, pod lead, or peer mentor. Experience helping onboard or train new Account Executives. Experience selling to SMB or mid-market customers.
Nice to Have: Experience selling professional services, fintech, or SaaS products Familiarity with accounting, bookkeeping, or financial services Experience with advanced AI tools and processes for sales (Claude Cowork, Codex) Prior experience building or iterating on a sales playbook or onboarding program 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 3,000 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 additional wellness
benefits 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 $163k - $269k 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, information about requesting a reasonable accommodation in the job application process, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here .
