SMB Field Development Representative (3 month contract)

Pilot.com

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profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

The Role

helps small and medium-sized businesses grow confidently by providing world-class bookkeeping tax and CFO services powered by technology. We combine expert finance professionals with smart automation to deliver accurate timely financial insights empowering entrepreneurs to make better business decisions.

As we expand our presence in the Bay Area were looking for ambitious entrepreneurial sales professionals to help bring Pilots trusted financial services to more local business owners. As a Door-to-Door Sales Representative youll be the face of Pilot in the San Francisco small business community. Youll engage directly with local business owners introduce them to Pilots financial services and drive new customer sign-ups all while enjoying unlimited earning potential based entirely on your performance.

This role is ideal for someone who thrives in face-to-face sales loves connecting with people and is motivated by results and rewards.

This is a temporary 3-month position.

Key Responsibilities

  • Visit small businesses throughout assigned neighborhoods in San Francisco to promote Pilots 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 Pilots 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.

About You

  • 13 years of experience in door-to-door field or outside sales ideally B2B or small business.
  • Strong interpersonal and communication skills youre 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.
  • Multilingual candidates strongly preferred especially those fluent in Spanish Cantonese or Mandarin to connect with the diverse local business community.

Compensation

  • Base pay: $20/hour
  • Commission-led structure with uncapped earning potential your income reflects your effort and success.
  • Competitive commission rates for new customer sign-ups.
  • Performance bonuses and incentives for top performers.

Final offer amounts depend on multiple factors such as candidate experience and expertise geographic location total compensation and market data.

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 2000 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 Fintechs Newest Unicorn.

Why Pilot

  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Drive impact and change the trajectory of Pilot - were small enough that your work makes a big difference in Pilots success.
  • All federal holidays are observed
  • 401(k) plan

Pilot commits to provide 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. You may view all of Pilots recruiting notices here including our EEO policy recruitment agency policy recruitment scam notice and important E-Verify information.


Required Experience:

Unclear Seniority

The Role helps small and medium-sized businesses grow confidently by providing world-class bookkeeping tax and CFO services powered by technology. We combine expert finance professionals with smart automation to deliver accurate timely financial insights empowering entrepreneurs to make better busi...
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Key Skills

  • Time Management
  • Customer Service
  • Organizational skills
  • Communication skills
  • Computer Operation
  • Computer Skills
  • Data Collection
  • Field Service
  • Military Experience
  • Accounting
  • Merchandising
  • Automotive Service

About Company

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One team for all your accounting needs. Pilot handles your bookkeeping, taxes, forecasting and more. See why thousands of businesses trust Pilot.

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