Strategic AE, Fintech Accounting SaaS for CPA Firms

Pilot.com; Austin (TX); On-site; USD 204,000 - 272,000; Full time

Benefits offered by this job

Flexible vacation

Health benefits

401(k)

Parental leave

Equity

Job summary

Pilot is building Meridian and seeks an experienced sales professional to own a territory of outsourced accounting firms and drive full-cycle sales. You’ll engage firm founders and senior buyers, run discovery, demos, and evaluations, and close Meridian engagements while expanding accounts over time.

You’ll talk with financially sophisticated buyers, articulate Meridian’s value, and navigate a long sales cycle. If you thrive on building future channels, this role fits you.

Qualifications

• 3–8 years of B2B sales experience with a track record of meeting or exceeding quota.
• Experience selling a technical product to professional services buyers or willingness to learn the domain.
• Comfortable managing a long, consultative sales cycle (2–3 months).
• Excellent written communication; strong emails and LinkedIn messaging.

Responsibilities

• Own the full sales cycle from prospecting to close.
• Run discovery calls, demos, and evaluation kickoffs with firm leadership.
• Manage active client evaluations and coordinate with implementation to ensure success.
• Close new logos and expand accounts over time as firms adopt Meridian.

Skills

3–8 years B2B sales

Quota-driven

Technical product selling

Salesforce

Tools

Salesforce CRM

Job description

Pilot is building Meridian and seeks an experienced sales professional to own a territory of outsourced accounting firms and drive full-cycle sales. You’ll engage firm founders and senior buyers, run discovery, demos, and evaluations, and close Meridian engagements while expanding accounts over time.

You’ll talk with financially sophisticated buyers, articulate Meridian’s value, and navigate a long sales cycle. If you thrive on building future channels, this role fits you.