Pilot.com
Join to apply for the
SMB Growth Partnership Manager
role at
Pilot.com .
The Role Pilot has built a strong reputation with startups and technology companies, but there’s an even larger opportunity ahead by serving the millions of small and medium‑sized businesses (SMBs) across the U.S. that could benefit from better financial clarity and world‑class bookkeeping, tax, and CFO services. We’re looking for a
Business Development Manager
to help us expand our presence in the SMB market. You’ll focus on generating sales qualified leads (SQLs) by building referral networks, hosting & co‑hosting events, identifying high‑potential local and digital channels, and creating opportunities to connect directly with SMB owners and operators. You’ll play a key role in helping Pilot reach more business owners through partnerships with accountants, banks, associations, and local business groups. You’ll also host and co‑host events, webinars, and explore creative ways to reach SMB decision‑makers. This role reports to the
Head of Partner Development
and works closely with our
Sales and Marketing
teams to design and execute growth strategies.
Location This role is based in the
San Francisco Bay Area
and is ideal for someone who enjoys being active in local business communities and connecting with SMB owners face‑to‑face.
Key Responsibilities
Source and secure new partnership opportunities with banks, payroll providers, local chambers of commerce, business associations, and SMB‑focused software companies.
Nurture existing relationships to drive consistent referral activity and shared value.
Host and co‑host events, both virtual and in‑person, to engage SMB communities and increase awareness of Pilot’s services.
Identify new outreach channels (events, associations, communities, or digital groups) that connect with SMB owners.
Follow up on event-generated leads to qualify prospects and ensure a smooth handoff to Account Executives.
Track and report on partnership performance, referrals, and lead generation metrics to improve strategy over time.
Collaborate with Marketing to develop campaigns, collateral, and co‑branded events that support local and national SMB growth.
Work cross‑functionally with the GTM and Operations teams to deliver value to key partners.
About You
4+ years of experience in business development, partnerships, or channel sales, ideally selling or marketing to SMBs.
A proven track record of generating leads or revenue through referral, partner, or event-based channels.
Strong relationship‑building skills and confidence connecting with business owners, local organizations, and industry groups.
Experience hosting in‑person events, attending expos, or partnering with local associations.
A data‑driven mindset with a focus on achieving measurable results.
A builder mentality: scrappy, curious, and eager to test new ideas.
About Pilot Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts—full‑time, U.S.‑based employees—who learn the ins‑and‑outs of each client’s business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a 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.
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 wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway.
Parental leave for birthing or non‑birthing parents – 100% pay for 12 weeks.
401(k) plan.
Compensation The on‑target earnings (OTE) range for this role in San Francisco, CA is between $127,000 - $163,000. Base pay is 50% of OTE. Final offer amounts depend on candidate experience, geographical 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.
EEO and Hiring Policy Pilot commits to providing 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. Please review our EEO policy, recruitment agency policy, recruitment scam notice, and E‑Verify information.
#J-18808-Ljbffr
SMB Growth Partnership Manager
role at
Pilot.com .
The Role Pilot has built a strong reputation with startups and technology companies, but there’s an even larger opportunity ahead by serving the millions of small and medium‑sized businesses (SMBs) across the U.S. that could benefit from better financial clarity and world‑class bookkeeping, tax, and CFO services. We’re looking for a
Business Development Manager
to help us expand our presence in the SMB market. You’ll focus on generating sales qualified leads (SQLs) by building referral networks, hosting & co‑hosting events, identifying high‑potential local and digital channels, and creating opportunities to connect directly with SMB owners and operators. You’ll play a key role in helping Pilot reach more business owners through partnerships with accountants, banks, associations, and local business groups. You’ll also host and co‑host events, webinars, and explore creative ways to reach SMB decision‑makers. This role reports to the
Head of Partner Development
and works closely with our
Sales and Marketing
teams to design and execute growth strategies.
Location This role is based in the
San Francisco Bay Area
and is ideal for someone who enjoys being active in local business communities and connecting with SMB owners face‑to‑face.
Key Responsibilities
Source and secure new partnership opportunities with banks, payroll providers, local chambers of commerce, business associations, and SMB‑focused software companies.
Nurture existing relationships to drive consistent referral activity and shared value.
Host and co‑host events, both virtual and in‑person, to engage SMB communities and increase awareness of Pilot’s services.
Identify new outreach channels (events, associations, communities, or digital groups) that connect with SMB owners.
Follow up on event-generated leads to qualify prospects and ensure a smooth handoff to Account Executives.
Track and report on partnership performance, referrals, and lead generation metrics to improve strategy over time.
Collaborate with Marketing to develop campaigns, collateral, and co‑branded events that support local and national SMB growth.
Work cross‑functionally with the GTM and Operations teams to deliver value to key partners.
About You
4+ years of experience in business development, partnerships, or channel sales, ideally selling or marketing to SMBs.
A proven track record of generating leads or revenue through referral, partner, or event-based channels.
Strong relationship‑building skills and confidence connecting with business owners, local organizations, and industry groups.
Experience hosting in‑person events, attending expos, or partnering with local associations.
A data‑driven mindset with a focus on achieving measurable results.
A builder mentality: scrappy, curious, and eager to test new ideas.
About Pilot Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts—full‑time, U.S.‑based employees—who learn the ins‑and‑outs of each client’s business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a 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.
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 wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway.
Parental leave for birthing or non‑birthing parents – 100% pay for 12 weeks.
401(k) plan.
Compensation The on‑target earnings (OTE) range for this role in San Francisco, CA is between $127,000 - $163,000. Base pay is 50% of OTE. Final offer amounts depend on candidate experience, geographical 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.
EEO and Hiring Policy Pilot commits to providing 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. Please review our EEO policy, recruitment agency policy, recruitment scam notice, and E‑Verify information.
#J-18808-Ljbffr