Sr. Data Analyst

The Role

Pilot is hiring a Senior Data Analyst to own our marketing analytics and uplevel our data-driven decision-making as we embark on the fastest-growing and quickest-evolving time in our company’s history.

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 because it was built with the nearly a decade of experience Pilot has building a platform for accountants and providing high quality accounting services. While this new product is exciting, it comes with a plethora of new complexity as we strive to grow our current back office services while also rapidly growing our AI platform clientele.

Marketing is the biggest single driver of our revenue and is our largest spend line. With Meridian, our marketing motion is rapidly changing: more events, more brand investment, and more channels. With this, attribution, tracking, and reporting get harder and harder but more and more important. We need someone experienced and knowledgeable in the domain to lead our analytics to where it needs to go.

As a Senior Data Analyst, you will work closely with the marketing team and company leadership to own marketing analytics across attribution, channel economics, experimentation, and incrementality. You will identify which channel dollars are paying off and how we should reallocate our budget to maximize revenue efficiency. Most importantly, you will own closing the gap between us being data-informed and having a data-driven marketing engine.

This is a strong fit for someone who strives to turn data and analytics into actionable insights and tangible impact, and who works with high-level leaders not just as a consumer of their data asks, but as a partner in finding the right data solutions.

Pilot’s data stack is Snowflake, dbt, and Looker, with Marketo, Marketo Measure, and Salesforce on the marketing side. We are active users of Claude Code to make our processes more efficient and our output more prolific.

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

Key R esponsibilities

Own attribution: make campaign-level multi-touch attribution usable and move marketers off Salesforce campaign influence reporting

Own channel efficiency at the top of the funnel: cost per lead, per SQL, and per pipeline dollar by channel and campaign group, and recommendations on where to allocate the next dollar

Design, run, and report on incrementality tests, including holdout and geo tests

Measure brand and event channels: podcast and conference sponsorships, advertorial, webinars, and brand spend. Group channels where a channel-by-channel read is not possible, and use observed lift where a controlled test is not available

Own marketing unit economics: LTV, CAC, and CAC payback by segment, cost to serve, and the ideal customer profile for our direct business

Build GTM analytics for our new product line as deal volume arrives: lead scoring, closed-lost analysis, and engagement depth

Support lifecycle and nurture marketing: measurement for a team that does not source its own leads, and driver analysis on re-engagement

Define the marketing data model: the sources, metrics, and models the work depends on. Build them in dbt where you can, and partner with our analytics engineer on ingestion and the heavier platform work

Build reporting that marketers can run on their own for campaign and channel performance

Partner with marketing leadership in their planning and budget cycles, and take on work outside marketing when the business needs it

About You

Even if you don’t have experience with the specific technologies in our stack, we’d love to talk to you!

5+ years in analytics, including owning a business domain and the stakeholder relationships in it

Deep marketing analytics experience: channel performance across paid and organic, the funnel from lead through closed-won, and the unit economics on top of it

Has built or replaced an attribution model, and can explain where it breaks down

Experience designing and reading out incrementality tests, whether geo, holdout, or comparable, including the statistical work in Python or R

Designs the comparisons and controls a finding needs, and states plainly what the data does and does not support

Strong SQL, and builds reporting in Looker or a comparable BI tool that non-analysts use on their own. Comfortable building and extending models in dbt, or able to pick it up quickly

Works directly with executives, including reframing a request that will not answer the underlying question

Working Style

Values diversity and fosters inclusion on a team with a wide range of identities and experiences

Partners with the teams they support on what the right question is, rather than taking the request as given

Drives to find new tools and ways of working, and spreads them to uplevel the team and the partners they work with

Takes pride in end-to-end ownership. Cares that the numbers are trusted and used, with a point of view about where the domain should go

Nice-to-Haves

Media mix modeling or other top-down measurement experience

Marketo and Marketo Measure, or comparable marketing automation and attribution tools

Salesforce, including campaign influence reporting

Ad platform APIs, PartnerStack, GA, or other spend and engagement sources

Brand or offline measurement experience

ABM account funnel work

Production dbt experience

B2B SaaS with both sales-led and self-serve motions

Fintech, accounting software, or professional services background

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 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 .

Why Pilot?

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

The base pay range target for the role seniority described in this job description is $126,000 - $170,000 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.

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, g