Pilot.com · 1 day ago
Senior Finance Operations Account Manager
Austin, TX
Full-time
Hybrid
Mid, Senior Level
$61K/yr - $107K/yr
4+ years expPilot.com is building a first-of-its-kind hybrid software/service solution to tackle the financial back office for founders and business owners. The Senior Finance Operations Account Manager will leverage Pilot software to manage bookkeeping and accounting needs for a portfolio of customers while mentoring newer team members and ensuring exceptional client experiences.
AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware
Responsibilities
Leverage Pilot software to produce high quality books and financial reports
Develop scalable and accurate accounting workflows to record a customer’s financial activity accurately and efficiently
Build strong relationships with and provide exceptional experience to a portfolio of customers
Mentor and develop newer team members
Manage complex client portfolios with high efficiency and minimal manager support
Handle client escalations independently and make sound judgment calls on client issues
Mentor and coach junior team members through knowledge sharing and feedback
Qualification
Required
4-7+ years in a finance, accounting, consulting or business role and B.S. or MS. in related field (i.e. Accounting, Business, Operations, Economics)
Strong technical proficiency with web-based applications and cloud software - you'll work across QuickBooks Online, Google Workspace, and diverse client tech stacks including Stripe, bill.com, HubSpot, and banking platforms
Self-directed with technology - comfortable learning new software systems independently and navigating multiple applications simultaneously with minimal training
Exceptional productivity and efficiency - demonstrated ability to manage high-volume, complex client work independently
Strong execution skills and bias for action - makes sound decisions quickly with available information
Highly organized and detailed with an eye towards process
Demonstrated problem solving and critical thinking skills
Can prioritize multiple tasks and appropriately escalate on a timely basis
Contributes to a culture of inclusion and belonging on the team
Willingness to mentor and coach newer or more junior members on the team
Excellent verbal and written communicator
Proficient in Excel/Google Sheets
Preferred
Public accounting experience and/or industry accounting experience
Management experience
Experience in high-growth startup or fast-paced consulting environment
Benefits
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
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