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Pilot.com · 1 day ago

SMB Field Development Representative (3 month contract)

San Francisco, CA

Full-time, Contract

Onsite

Entry Level

$20/hr - $20/hr

1+ years exp

Pilot.com is a company that helps small and medium-sized businesses grow by providing bookkeeping, tax, and CFO services. They are seeking an SMB Field Development Representative to engage directly with local business owners in San Francisco, promoting Pilot's financial services and driving new customer sign-ups.

AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware

Responsibilities

Visit small businesses throughout assigned neighborhoods in San Francisco to promote Pilot’s financial services (bookkeeping, tax, and CFO support)

This role requires spending the majority of your time working in the field

Build relationships with business owners, identify their needs, and explain how Pilot can help streamline their financial operations

Generate qualified leads and close new accounts through direct engagement and follow-up

Maintain detailed records of interactions, leads, and conversions in Pilot’s CRM tools

Collaborate with the broader sales team to refine messaging and share field insights

Represent Pilot with professionalism, integrity, and enthusiasm in every interaction

Qualification

B2B sales experienceDoor-to-door salesCRM tools proficiencyMultilingual (Spanish/Cantonese/Mandarin)Interpersonal skillsCommunication skillsSelf-motivatedGoal-oriented

Required

1–3 years of experience in door-to-door, field, or outside sales — ideally B2B or small business

Strong interpersonal and communication skills — you're approachable, confident, and persuasive

Highly self-motivated, goal-oriented, and comfortable working independently

Must be based in or near San Francisco and able to travel locally daily

Preferred

Multilingual candidates strongly preferred — especially those fluent in Spanish, Cantonese, or Mandarin, to connect with the diverse local business community