Business Operations Analyst

🏢 Pilothq · 📍 San Francisco, CA · 💼 hybrid 💰 $109,650 - $148,350 / yr
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Position Summary & Responsibilities

The Role

Pilot is building a first-of-its-kind, hybrid software/service solution to tackle the financial back office (bookkeeping, tax, CFO, etc.) so founders and business owners can focus on building and running their businesses. We work with thousands of customers in the tech startup and SMB sectors, and we're growing quickly.

Customer Operations is made up of 150+ employees who partner with our customers to manage their financial back office and support their business goals. This is an individual contributor role reporting into the Head of Business Operations, working closely with Customer Operations service delivery teams, cross-functional partners, and peer Business Operations Analysts.

This role sits at the center of how we plan, allocate, and forecast work across the organization, and increasingly, how we automate that work. Pilot is moving fast toward agentic, AI-assisted operations, and this person will build and own the systems, models, and reporting that make that shift possible: work orchestration, KPI reporting, resource forecasting, and billing. This isn't a role for someone who wants to build one dashboard and maintain it. It's for someone who wants to keep building better systems as the work itself changes.

The role requires real fluency with data and automation tools (Excel/Sheets at an expert level, plus a builder's instinct for where AI and scripts can replace manual work), sharp attention to detail, and good judgment about what results imply for our strategy and performance. This person works directly with senior leadership.

This is a hybrid in-office role based in our San Francisco office.

Key Responsibilities

  • Work Orchestration: Own the systems and processes that plan and allocate work
🎯 Candidate Preparation Guide For Pilothq Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Evaluators strictly measure your ability to simplify complex financial operations into scalable, automated workflows without sacrificing accuracy.

📋 Preparation Priorities (Key Areas to Clarify):
  • 1. Dismissing manual accounting tasks as beneath you rather than systems to be fixed
  • 2. Failing to provide exact numbers or financial impact metrics in past projects
  • 3. Lack of familiarity with modern SaaS financial stacks and integrations
✨ Recommended Role Alignment Hook:

I build automated financial engines that give founders their time back while eliminating human error at scale.

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