Marketing Operations Associate

The Role

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Pilot is hiring a Marketing Operations Associate to own the systems our marketing team runs on.

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Pilot has spent years providing reliable back office services to over 3,000 businesses so they can focus on running their business. This year we announced our AI accounting platform, Meridian, and it has quickly become an industry leader. As we grow our established back office business while rapidly scaling our AI platform clientele, our marketing motion is changing fast: more campaigns, more events, more channels, and more audiences to reach well.

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That work lives in Marketo, and we are looking for someone to own it. You will build the campaigns, nurtures, and programs that go out the door, keep the database and the Salesforce integration in good shape, and make sure what we send can actually be measured afterward. This role is perfect for someone who enjoys being inside the tooling and is bothered when a record ends up in the wrong place.

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Our marketing stack is Marketo, Marketo Measure, and Salesforce, with Looker for reporting. AI is part of how this team works day to day, and we want someone who already works that way.

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Location: San Francisco, CA (3 days/week in office—Mondays, Tuesdays, and Thursdays).

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Key Responsibilities

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• Build and QA email programs, nurtures, forms, and campaign programs in Marketo end to end
• Own Marketo administration: program architecture, smart campaigns, operational programs, templates, and forms
• Maintain program templates, naming conventions, and folder structure so builds stay consistent and reportable as volume grows
• Execute list imports and audience builds, including the segmentation and source tagging decisions that go with them
• Own database health: deduplication, normalization, suppression lists, consent management, and deliverability
• Monitor and resolve sync issues between Marketo and Salesforce, and own Salesforce campaign setup for marketing programs
• Help implement and maintain our lead scoring and lifecycle logic across both systems
• Build campaign and program performance reporting in Salesforce and Looker
• Support our attribution and Marketo Measure work
• Manage the request queue against agreed SLAs across competing priorities

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About You

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You do not need to have used every tool in our stack. Here is what matters.

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• 2+ years in marketing operations with hands on Marketo ownership. You have been the Marketo person somewhere, not someone who submitted requests to one
• Working knowledge of Salesforce campaigns, lead and contact objects, and how marketing data moves between the two systems
• Can take a request, decide how to build it, and ship it with confidence
• Notices when a list, a report, or a sync looks wrong, and goes and finds out why
• Uses AI as part of how you work. You reach for it to speed up builds, debug logic, write documentation, and work through problems, and you are curious about where else it can help
• Writes clearly, and documents what was built and why

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How We Work

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• Requests arrive as a description of what someone wants sent. The useful question is usually what they are trying to achieve, and the best people here ask it before building
• You will own your work from the brief through to the send, including the parts nobody is checking
• Nobody will tell you how to use the stack better. We want someone who finds the improvement and then shows the rest of us
• We are a small team with a wide range of backgrounds, and we want people who make that easy to be part of

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Nice to Haves

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• Marketo Certified Expert
• Marketo Measure, or a comparable attribution platform
• Looker or a comparable BI tool
• Experience supporting more than one business line or audience segment
• B2B SaaS, fintech, accounting software, or professional services background

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About Pilot

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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.

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Pilot has over 3,000 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 Fintech’s Newest Unicorn.

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Why Pilot?

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• We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
• The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including additional wellness benefits
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan

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The base pay range target for the role seniority described in this job description is $114,000 - $155,000 in San Francisco, CA. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

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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 Pilot’s recruiting notices here, including our EEO policy, information about requesting a reasonable accommodation in the job application process, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.