Sales Development Representative, Outbound
San Francisco, CA
Entry Level +1 · Full time
Posted 2 years ago
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The Role

The Sales Development Representative, Outbound is a key player to help accelerate our growth.  You will act as the first contact and present Pilot’s services to prospects.  You will be responsible for strategically developing sales opportunities by identifying and educating prospective prospects on our service offerings.  You will partner very closely with Account Executives to qualify leads and set up meetings that yield new deal opportunities.  

Key Responsibilities

  • Prospect for new customers through cold calling and other lead generation efforts as assigned; nurture those prospects as needed.
  • Be the first point of contact for new business prospects by educating them on Pilot’s services and qualifying them as new sales leads 
  • Develop a comprehensive understanding of Pilot’s service offerings and keep abreast of upcoming product releases 
  • Conduct high level conversations with prospects by articulating Pilot’s value proposition 
  • Actively maintain a sales pipeline with documented activity in accordance with sales processes and methodologies 
  • Develop and nurture a pipeline of new business opportunities to deliver to the Account Executive team to further accelerate our growth 
  • Setup QDCs (qualified discovery calls) with qualified prospects and Account Executives 
  • Work cross-functionally with our marketing, product, and finance teams - echoing the voice of the customer and providing constructive and action feedback

About You

  • Bachelor’s degree in business, marketing, finance or related fields is desired
  • 1+ years of experience in a B2B software sales or relevant sales experience (such as a recruiting role) OR 2+ years of experience in public accounting
  • Strong prospecting skills including cold calling, email, social media, etc.
  • Track record of successful achieving or overachieving goals  
  • Excellent verbal and written communication skills: you are a clear, concise and compelling storyteller 
  • Fearless and positive attitude – willing to take intelligent risks while being a team player and you are resilient in the face of challenges 
  • Strong time management skills; ability to prioritize effectively, meet deadlines, work with others and follow through to execute all tasks 
  • Self-starter – you’re always looking for ways to do your job better and you never wait to be told what to do.  When you see an opportunity, you jump on it.   
  • Passion and desire to empower finance professionals to be more productive through cloud technologies 
  • Prior experience using Salesforce.com is desired but not required 

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
  • 100% coverage of employee only (individual) benefits
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan

RECRUITMENT AGENCY POLICY

Pilot does not accept agency resumes.  Please do not forward resumes to our jobs alias, employees, or any other company location.  Pilot is not responsible for any fees related to unsolicited resumes.

EQUAL EMPLOYMENT OPPORTUNITY

Pilot is an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment.  We base employment decisions on business needs, job requirements, and individual qualifications, without regard to race, color, religion, or belief; national, social, or ethical origin; age; physical, mental, or sensory disability; sexual orientation; gender identity and/or expression; martial, civil union, or domestic partnership status; past or present military service; HIV status; family medical history or genetic information; family or parental status including pregnancy; or any other status protected by the laws or regulations in the locations where we operate.  Pilot will not tolerate discrimination or harassment based on any of these characteristics. 

Pilot welcomes the opportunity to consider qualified applicants with prior arrest or conviction records.  Pilot’s demonstrated commitment to diversity extends to hiring talented individuals in spite of prior criminal history in accordance with local, state, and/or federal laws, including San Francisco’s Fair Chance Ordinance and the California and Tennessee ban-the-box laws. 

If you are a qualified individual with a disability and need a reasonable accommodation in the job application process, please reach out to recruiting@pilot.com.

IMPORTANT E-VERIFY INFORMATION

Federal law requires Pilot to confirm the identity and employment eligibility of all persons hired to work in the United States, and Pilot participates in the E-Verify program for this purpose.  Pilot will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization.

Please read the attached notices, available in English and Spanish, for important information.

Pilot.com
Get your finances right with Pilot
Size:  101-250 employees
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