Teams at Pilot.com

Own end-to-end sales for a territory of accounting and professional services firms: prospect, run discovery/demos and multi-week evaluations, close new logos, and expand accounts. Act as product and domain expert on Meridian and QuickBooks Online integration, collaborate with implementation, and iterate on the go-to-market playbook while carrying quota.

Lead general ledger and month-end close activities, own balance sheet accounts, perform equity and stock‑based compensation accounting, prepare audited financial statements, support external audits and SOX readiness, and drive process improvement and automation. Partner cross-functionally and mentor junior staff while supporting ERP implementations and technical accounting research.

Own planning, allocation, forecasting, KPI reporting, and billing operations for Customer Operations. Build and automate systems and models (work orchestration, forecasting, reconciliation), identify automation/AI opportunities, and lead cross-functional process improvements while reporting to senior leadership.