Teams at Pilot.com

Solutions Engineer serving as the accounting and technical authority throughout sales cycles. Partners with Account Executives on discovery, demos, proof-of-concepts, technical due diligence, implementation, and first customer close. Requires public accounting expertise, month-end close knowledge, ledger experience, and credibility with accounting firm leadership. The role also develops sales enablement assets and provides product feedback in an early-stage environment.

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.

Own Pilot’s marketing operations systems, primarily Marketo and Salesforce. Build and QA email programs, nurtures, forms, campaigns, audience segments, and database processes. Maintain data quality, consent, deliverability, lifecycle logic, lead scoring, integrations, and campaign reporting. Support attribution through Marketo Measure and Looker, manage marketing requests against SLAs, and document process improvements. The role requires hands-on Marketo ownership, strong marketing data operations skills, clear communication, and effective use of AI tools.