Pilot.com · 4 months ago
Consulting Services Operations Manager
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$80K/yr - $136K/yr
5+ years expPilot is a modern back office service provider that supports small businesses with dedicated finance experts. As a Consulting Services Operations Manager, you will drive and analyze key business processes, support team leads, and deliver analytic insights to enhance operational efficiency and support strategic decision-making.
AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware
Responsibilities
Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services
Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot
Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours
Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services
Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent)
Support onboarding the new hires for both CFO Services and COO Services
Qualification
Required
5-8 years of relevant finance, data analytics or operations experience
Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
Can-do attitude towards solving complex problems and building scalable, efficient processes
Has an appreciation for the importance of revenue visibility and revenue recognition
Demonstrated project management experience with minimal guidance
Demonstrated professional experience collaborating cross-functionally to achieve an objective
Preferred
Experience with data visualization software (e.g. Looker) and/or SQL is a plus
Nice to have: Experience reading and working with contracts (e.g. Zuora)
Benefits
Flexible vacation/time-off policy
All federal holidays are observed
Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan
Company
Pilot.com
Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses.
201-500 employees
H1B Sponsorship
Pilot.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (61)
2024 (18)
2023 (21)
2022 (31)
2021 (11)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$172.1MKey Investors
Akkadian VenturesIndex Ventures
2022-01-01Series Unknown
2021-06-01Secondary Market
2021-01-26Series C· $110.5M
Leadership Team
Jessica McKellar
Founder and CEO
Recent News
2025-12-18
SV Angel
2025-12-01
Company data provided by crunchbase